LPLA LPL FINL HLDGS INC
FollowStock (common), issuer CIK 1397911
809 managers (828 13F filers) reported a position in LPLA shares at 2025-12-31, 81,389,191 shares in all. 112 filers opened a position and 82 filers sold out during the quarter.
- Managers
- 809
- 13F filers
- 828
- New
- 112
- Added
- 259
- Reduced
- 275
- Sold out
- 82
- Shares held by filers
- 81,389,191
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Quaker Wealth Management, LLC | 1 | $358 | <0.01% | -1 | 13F-HRTimeline |
| Laurel Wealth Advisors LLC | 1 | $358 | <0.01% | new | 13F-HRTimeline |
| American Capital Advisory, LLC | 1 | $358 | <0.01% | new | 13F-HRTimeline |
| WINNACLE WEALTH LLC | 1 | $358 | <0.01% | -1 | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 1 | $357 | <0.01% | new | 13F-HRTimeline |
| IMA Advisory Services, Inc. | 1 | $357 | <0.01% | 0 | 13F-HRTimeline |
| Dogwood Wealth Management LLC | 1 | $357 | <0.01% | 0 | 13F-HRTimeline |
| Roble, Belko & Company, Inc | 1 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |