Who Owns LPL Financial Holdings Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in LPL Financial Holdings Inc.

Who crossed 5% of LPLA →

Managers holding

as of 2026-09-30

Reported value

$26.1M

summed across filings

Shares held

85.3K

Added vs trimmed

8 / 6

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Mn Services Vermogensbeheer B.V.COM23K shheld	23K	$7M	held
REINHART PARTNERS, LLC.COM15.3K shtrimmed	15.3K	$4.7M	trimmed
ARGENT CAPITAL MANAGEMENT LLCCOM15.2K shtrimmed	15.2K	$4.7M	trimmed
Gradient Investments LLCCOM9.8K shtrimmed	9.8K	$3M	trimmed
Bell Asset Management LtdCOM9.1K shtrimmed	9.1K	$2.8M	trimmed
Farther Finance Advisors, LLCStock2.6K shadded	2.6K	$802.7K	added
Wedmont Private CapitalCOM2.3K shadded	2.3K	$761K	added
VALLEY WEALTH MANAGERS, INC.Stock2.5K shadded	2.5K	$753.8K	added
Legacy Wealth Asset Management, LLCCOM1.4K shadded	1.4K	$425.1K	added
Central Pacific Bank - Trust DivisionCOM1.2K shheld	1.2K	$376.1K	held
GAMMA Investing LLCCommon Stock859 shheld	859	$262.7K	held
WoodTrust Financial CorpCOMMON702 shheld	702	$215K	held
BAKER TILLY WEALTH MANAGEMENT, LLCCOM660 shtrimmed	660	$201.8K	trimmed
CoreCap Advisors, LLCStock235 shadded	235	$71.9K	added
Trust CoStock103 shadded	103	$31.5K	added
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock87 shtrimmed	87	$26.6K	trimmed
EASTERN BANKCOM50 shheld	50	$15.3K	held
GK Wealth Management LLCCOM31 sh—	31	$9.6K	—
ELEVATION WEALTH PARTNERS, LLCCOM14 sh—	14	$4.3K	—
Wealth Enhancement Trust Services, Inc.COM12 shadded	12	$3.7K	added
Rosenberg Matthew HamiltonStock10 shheld	10	$3.1K	held
Davis Capital ManagementStock3 shadded	3	$917	added

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on LPLA

Company overviewEverything on LPLA in one place, with the price.SEC filingsWhat LPLA's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat LPLA's own officers and directors buy and sell.Planned salesSales LPLA insiders have filed notice of.Funds holding itWhich funds and ETFs hold LPLA, and how big a bet.LobbyingWhat LPLA spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on LPLA's account, and who they worked for.PatentsWhat LPLA is filing at the patent office.

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