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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
2,674
shares
|
$998,498
0.61% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
2,648
shares
|
$988,789
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
2,640
shares
|
$985,802
0.06% of portfolio
|
Q1 2025
Added 63.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,612
shares
|
$975,346
0.05% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,595
shares
|
$968,998
0.0% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$962,277
0.13% of portfolio
|
Q2 2023
Added 3.41%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,576
shares
|
$961,904
0.18% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
2,571
shares
|
$960,037
0.01% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
2,554
shares
|
$953,689
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,514
shares
|
$938,752
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$933,525
0.18% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Maltese Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$933,525
0.14% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,497
shares
|
$932,404
0.03% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,484
shares
|
$927,550
0.0% of portfolio
|
Q2 2025
Added 40.02%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,481
shares
|
$926,430
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
2,462
shares
|
$919,335
0.05% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,418
shares
|
$902,905
0.02% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,410
shares
|
$899,918
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,409
shares
|
$899,544
0.01% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
2,406
shares
|
$898,424
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,397
shares
|
$895,063
0.03% of portfolio
|
Q2 2025
Added 26533.33%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
2,387
shares
|
$891,329
0.0% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,334
shares
|
$871,538
0.64% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$858,843
0.35% of portfolio
|
Q2 2025
Added 22.93%
|