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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

754 managers (769 13F filers) reported a position in LPLA shares at 2026-03-31, 82,324,134 shares in all. 78 filers opened a position and 145 filers sold out during the quarter.

Managers
754
13F filers
769
New
78
Added
284
Reduced
266
Sold out
145
Shares held by filers
82,324,134

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Covestor Ltd197$59K0.04%-22613F-HRTimeline
ABOUND FINANCIAL, LLC193$58.2K0.03%+19113F-HRTimeline
ENTRUST FINANCIAL LLC193$58.1K0.04%-2113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp189$56.9K<0.01%+2913F-HRTimelineGroup
Harbor Asset Planning, Inc.187$56.3K0.05%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.181$54.5K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB180$54.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust163$49K<0.01%+813F-HRTimeline
Arax Advisory Partners145$43.4K<0.01%-10413F-HRTimeline
CVA Family Office, LLC141$42.4K<0.01%+8013F-HRTimeline
MCF Advisors LLC138$41.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.136$40.9K0.01%+11613F-HRTimeline
Private Wealth Asset Management, LLC135$40.6K<0.01%013F-HRTimeline
Park Place Capital Corp133$40K0.01%new13F-HRTimeline
Smithfield Trust Co127$39K<0.01%013F-HRTimeline
2UniFi Bank123$37K0.02%+3013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$36.1K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB118$35.5K<0.01%+4513F-HRTimeline
Versant Capital Management, Inc105$31.6K<0.01%-4213F-HRTimeline
Westside Investment Management, Inc.100$30.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.100$30.1K<0.01%+4413F-HRTimeline
Chung Wu Investment Group, LLC100$30.1K0.03%013F-HRTimeline
Boreal Capital Management LLC100$30.1K0.03%013F-HRTimeline
Clark Wealth Partners100$30.1K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC90$27.1K<0.01%+413F-HRTimeline
OSSIAM86$25.9K<0.01%+6613F-HRTimeline
IAG Wealth Partners, LLC84$25.2K<0.01%013F-HRTimeline
Napier Financial, LLC83$25K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC82$24.7K0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC82$24.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC79$22.9K<0.01%+7113F-HRTimeline
Cetera Trust Company, N.A75$22.6K0.01%013F-HRTimeline
Wellington Grp LLC75$22.6K0.01%013F-HRTimeline
LRI Investments, LLC70$21.2K<0.01%-41713F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …70$21.1K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.63$19K0.01%013F-HRTimeline
Trust Co58$17.4K<0.01%+2113F-HRTimeline
Owl Creek Wealth Partners LLC56$16.8K0.01%13F-HRTimeline
N.E.W. Advisory Services LLC54$16.2K<0.01%013F-HRTimeline
Leonteq Securities AG52$15.6K<0.01%-26013F-HRTimeline
Keating Financial Advisory Services, In…51$15.3K<0.01%-1713F-HRTimeline
EASTERN BANK50$15K<0.01%-3613F-HRTimeline
Destiny Wealth Partners, LLC50$15K<0.01%new13F-HRTimeline
WealthCollab, LLC50$15K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$14.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC49$14.7K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC48$14.4K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC47$14.1K0.01%013F-HRTimeline
Fortitude Family Office, LLC46$13.8K<0.01%+2213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45$13.5K<0.01%-41613F-HRTimelineGroup
Cornerstone Planning Group LLC42$13.5K<0.01%+613F-HRTimeline
KERR FINANCIAL PLANNING Corp40$13.4K0.01%+113F-HR/ATimeline
CX Institutional44$13K<0.01%+3713F-HRTimeline
Bell Investment Advisors, Inc43$12.9K<0.01%-1613F-HRTimeline
First Command Advisory Services, Inc.42$12.6K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC42$12.6K<0.01%-85013F-HRTimeline
MONTAG A & ASSOCIATES INC37$11.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC37$11.1K0.01%-513F-HRTimeline
SJS Investment Consulting Inc.35$10.5K<0.01%+2013F-HRTimeline
SBI Securities Co., Ltd.35$10.5K<0.01%-1913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…34$10.2K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.30$9.09K<0.01%013F-HRTimeline
Asset Dedication, LLC30$9.03K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.30$9.03K<0.01%-4813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28$8.45K<0.01%-12013F-HRTimelineGroup
Global X Japan Co., Ltd.27$8.12K<0.01%-3113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25$8K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc20$6.02K<0.01%-713F-HRTimeline
Kemnay Advisory Services Inc.20$6.02K<0.01%+513F-HRTimeline
JPL Wealth Management, LLC19$5.72K<0.01%new13F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/19$5.72K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC19$5.72K<0.01%013F-HRTimeline
CNB Bank19$5.72K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC19$5.72K<0.01%013F-HRTimeline
True Wealth Design, LLC18$5.42K<0.01%+913F-HRTimeline
DiNuzzo Private Wealth, Inc.17$5.12K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…16$5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC17$4.99K<0.01%-5513F-HRTimeline
Tower View Wealth Management LLC16$4.81K<0.01%new13F-HRTimeline
Sachetta, LLC16$4.81K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.16$4.81K<0.01%-513F-HRTimelineGroup
Richardson Capital Management LLC16$4.81K<0.01%new13F-HRTimeline
Philadelphia Investment Partners, LLC15$4.52K<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15$4.51K<0.01%+113F-HRTimeline
Elevated Capital Advisors, LLC14$4.21K<0.01%013F-HRTimeline
MTM Investment Management, LLC14$4.21K<0.01%013F-HRTimeline
Cromwell Holdings LLC14$4.21K<0.01%+413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.14$4.12K<0.01%+713F-HRTimeline
Financial Network Wealth Advisors LLC13$3.92K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA13$3.91K<0.01%-6213F-HRTimeline
First Pacific Financial13$3.91K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC13$3.91K<0.01%+513F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$3.61K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST11$3.31K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC10$3.01K<0.01%-1613F-HRTimeline
Valued Wealth Advisors LLC10$3.01K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton10$3.01K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$2.71K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC9$2.71K<0.01%-113F-HRTimeline
Ares Financial Consulting, LLC9$2.63K<0.01%013F-HRTimeline
Signature Equity Partners, LLC8$2.5K<0.01%-4113F-HRTimeline
FIRST UNITED BANK & TRUST8$2.41K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC8$2.41K<0.01%-113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7$2.24K<0.01%-1,79613F-HRTimelineGroup
MASECO LLP7$2.11K<0.01%013F-HRTimeline
Manchester Capital Management LLC7$2.11K<0.01%-713F-HRTimeline
Bogart Wealth, LLC7$2.11K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC7$2.11K<0.01%+513F-HRTimeline
United Financial Planning Group LLC7$2.11K<0.01%new13F-HRTimeline
Key Capital Management, INC7$2.11K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC7$2.11K<0.01%-313F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…6$1.8K<0.01%-413F-HR/ATimelineGroup
Clearstead Trust, LLC6$1.8K<0.01%-1913F-HRTimeline
CBIZ Investment Advisory Services, LLC6$1.8K<0.01%-213F-HRTimeline
Raleigh Capital Management Inc.6$1.8K<0.01%new13F-HRTimeline
Abound Wealth Management6$1.8K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$1.8K<0.01%013F-HRTimeline
Kilter Group LLC6$1.8K<0.01%013F-HRTimeline
SHP Wealth Management6$1.69K<0.01%-713F-HRTimeline
Rialto Wealth Management, LLC5$1.5K<0.01%-113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$1.5K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.5$1.5K<0.01%new13F-HRTimeline
Operose Advisors LLC5$1.5K<0.01%new13F-HRTimeline
Aspect Partners, LLC5$1.5K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5$1.5K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.5$1.5K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC5$1.5K<0.01%013F-HRTimeline
1015 Capital Partners, LLC5$1.5K<0.01%+113F-HRTimeline
Basepoint Wealth LLC4$1.21K<0.01%013F-HRTimeline
American Capital Advisory, LLC4$1.2K<0.01%+313F-HRTimeline
Bruce G. Allen Investments, LLC4$1.2K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4$1.2K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$1.2K<0.01%+113F-HRTimeline
Avion Wealth6$1K<0.01%-413F-HRTimeline
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
Pacer Advisors, Inc.2$1K<0.01%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp3$903<0.01%-813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3$903<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA3$902<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$902<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$602<0.01%-713F-HRTimeline
North Star Investment Management Corp.2$602<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$602<0.01%+113F-HRTimeline
Seneschal Advisors, LLC2$602<0.01%013F-HRTimeline
CURIO WEALTH, LLC2$602<0.01%new13F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding2$602-3,467Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2$601<0.01%new13F-HRTimelineGroup
Torren Management, LLC1$303<0.01%-2313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1$301<0.01%-4313F-HRTimelineGroup
TFC Financial Management, Inc.1$301<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC1$301<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1$300<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1$300<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.