Skip to content
Disclosery

LPLA LPL FINL HLDGS INC

Follow

Stock (common), issuer CIK 1397911

Filings received so far for Q3 2026: 25 13F filers report a position in LPLA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Mn Services Vermogensbeheer B.V.23,042$7.05M0.05%013F-HRTimeline
REINHART PARTNERS, LLC.15,283$4.67M0.11%-3,27613F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC15,246$4.66M0.15%-69213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,829$3.01M0.04%-1,82613F-HRTimelineGroup
Bell Asset Management Ltd9,116$2.79M1.01%-6,58413F-HRTimeline
Farther Finance Advisors, LLC2,625$803K0.01%+2813F-HRTimeline
Wedmont Private Capital2,320$761K0.02%+76613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,465$754K0.04%+13213F-HRTimelineGroup
Legacy Wealth Asset Management, LLC1,390$425K0.09%+40213F-HRTimeline
Central Pacific Bank - Trust Division1,230$376K0.04%013F-HRTimeline
GAMMA Investing LLC859$263K0.01%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$215K0.03%new13F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC660$202K0.04%-45113F-HRTimeline
CoreCap Advisors, LLC235$71.9K<0.01%+1913F-HRTimeline
CX Institutional225$69K<0.01%+16413F-HRTimeline
Versant Capital Management, Inc201$61.5K0.01%+1313F-HRTimeline
Trust Co103$31.5K<0.01%+3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB87$26.6K<0.01%-1613F-HRTimeline
EASTERN BANK50$15.3K<0.01%013F-HRTimeline
GK Wealth Management LLC31$9.59K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC14$4.28K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.12$3.67K<0.01%-513F-HRTimeline
Rosenberg Matthew Hamilton10$3.06K<0.01%013F-HRTimeline
Planning Strategies Inc.5$1.53K<0.01%013F-HRTimeline
Davis Capital Management3$917<0.01%+113F-HRTimeline