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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,721
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,705
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
3,613
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
3,606
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
3,515
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,487
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,473
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,406
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,403
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,393
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2023
Added 106.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,356
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,355
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,331
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
3,330
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,325
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 36.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 227.06%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
3,296
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 2816.81%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
3,294
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
3,257
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,253
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2022
Added 17.12%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,241
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,236
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 59.81%
|