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 $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
8,203
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
8,020
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,972
shares
|
$2.57 Million
0.2% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
7,917
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,873
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
7,779
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 78.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
7,745
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,731
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
7,703
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
7,700
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.96%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
7,662
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Added 98.86%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,607
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2024
Added 36.77%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
7,417
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
7,371
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
7,275
shares
|
$2.34 Million
0.2% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
7,221
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
7,203
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,186
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.34%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 90.65%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
7,015
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 4257.14%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
6,778
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
6,740
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 97.03%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
6,649
shares
|
$2.14 Million
0.84% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
6,629
shares
|
$2.13 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$2.12 Million
3.14% of portfolio
|
Q2 2024
Reduced 46.2%
|