# LPL FINL HLDGS INC (LPLA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LPLA/

- Reporting holders: 22
- Reported value: $18.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $4.7M | 15,283 | 0.1% | 26 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $4.7M | 15,246 | 0.1% | 30 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $3.0M | 9,829 | 0.0% | 20 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.8M | 9,116 | 1.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $802.7K | 2,625 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $761.0K | 2,320 | 0.0% | 14 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $753.8K | 2,465 | 0.0% | 14 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $425.1K | 1,390 | 0.1% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $376.1K | 1,230 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $262.7K | 859 | 0.0% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $201.8K | 660 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $71.9K | 235 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $61.5K | 201 | 0.0% | 15 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $31.5K | 103 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $26.6K | 87 | 0.0% | 14 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $15.3K | 50 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $9.6K | 31 | 0.0% | 1 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $7.0K | 23,042 | 0.1% | 18 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.3K | 14 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.7K | 12 | 0.0% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $3.1K | 10 | 0.0% | 17 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.5K | 5 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $917 | 3 | 0.0% | 2 |
| [WoodTrust Financial Corp](https://holderbook.com/funds/1725247-woodtrust-financial-corp/) | $215 | 702 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $69 | 225 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $18.9M |
| Q2 2026 | 777 | $24.6B |
| Q1 2026 | 771 | $25.2B |
| Q4 2025 | 830 | $29.3B |
| Q3 2025 | 760 | $26.6B |
| Q2 2025 | 803 | $29.9B |
| Q1 2025 | 792 | $25.9B |
| Q4 2024 | 730 | $24.0B |
| Q3 2024 | 646 | $17.4B |
| Q2 2024 | 684 | $20.5B |
| Q1 2024 | 652 | $20.3B |
| Q4 2023 | 622 | $16.6B |