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 876 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,921
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,900
shares
|
$2.2 Million
0.79% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,885
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
5,786
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,689
shares
|
$2.12 Million
0.27% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
5,607
shares
|
$2.09 Million
0.06% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,519
shares
|
$2.06 Million
0.08% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,492
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,460
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,435
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,424
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,356
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 232.88%
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
5,290
shares
|
$1.98 Million
2.03% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
5,275
shares
|
$1.97 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Tt International Asset Management LTD
London, X0 |
Jul 10, 2025 Q2 2025 |
5,122
shares
|
$1.91 Million
0.5% of portfolio
|
Q2 2025
Reduced 57.18%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
5,075
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
5,069
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
5,021
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
5,004
shares
|
$1.87 Million
0.85% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
4,968
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
4,955
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
4,800
shares
|
$1.79 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,792
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,788
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,781
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 1335.74%
|