Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 703 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,046
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 164.2%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,867
shares
|
$3.58 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
10,837
shares
|
$3.57 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
10,753
shares
|
$3.54 Million
0.41% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,564
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,263
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2024
Added 26.28%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
10,230
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,117
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
10,041
shares
|
$3.31 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
9,765
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,669
shares
|
$3.18 Million
0.21% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,557
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
9,421
shares
|
$3.1 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
9,331
shares
|
$3.07 Million
1.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,323
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
9,184
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,080
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
8,938
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
8,893
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 63.23%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,887
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
8,718
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,634
shares
|
$2.84 Million
0.98% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,634
shares
|
$2.84 Million
0.18% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
8,501
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
8,373
shares
|
$2.76 Million
0.37% of portfolio
|
Q3 2024
Added 1.75%
|