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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,145
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,129
shares
|
$1.17 Million
0.58% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
3,103
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 136.87%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
3,089
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 44.89%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
3,076
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.89%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
3,064
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,048
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
2,999
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Added 54.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,995
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,957
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
2,906
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
2,890
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,880
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,871
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,858
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,850
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,838
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
2,796
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,777
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,777
shares
|
$1.04 Million
0.87% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
2,747
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
2,745
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 138.9%
|