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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,755
shares
|
$1.78 Million
0.2% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,748
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 286.96%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,728
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2025
Added 121.76%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,649
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2022
Added 49.58%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,583
shares
|
$1.71 Million
0.14% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
4,576
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 60.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,521
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,428
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,349
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2023
Added 12.76%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
4,317
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
4,265
shares
|
$1.59 Million
0.06% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,197
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,163
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
4,133
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Castle Hook Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,046
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,039
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,037
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,980
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
3,873
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,849
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,814
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,796
shares
|
$1.42 Million
0.26% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,791
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,775
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,723
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.27%
|