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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
2,279
shares
|
$851,001
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
2,270
shares
|
$847,640
0.01% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,269
shares
|
$847,267
0.39% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,266
shares
|
$846,147
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,255
shares
|
$842,039
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,249
shares
|
$839,799
0.08% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
2,219
shares
|
$828,596
0.01% of portfolio
|
Q2 2025
Reduced 63.05%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,201
shares
|
$821,875
0.38% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,194
shares
|
$819,261
0.05% of portfolio
|
Q4 2022
Reduced 42.72%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,159
shares
|
$806,192
0.08% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,152
shares
|
$803,578
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
2,151
shares
|
$803,204
0.06% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,150
shares
|
$802,831
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,142
shares
|
$799,844
0.0% of portfolio
|
Q2 2025
Added 166.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,140
shares
|
$799,097
0.02% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,121
shares
|
$792,002
0.03% of portfolio
|
Q2 2025
Added 102.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,120
shares
|
$791,629
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$784,161
0.02% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,080
shares
|
$776,692
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,075
shares
|
$774,825
0.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,066
shares
|
$771,465
0.0% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,065
shares
|
$771,091
0.01% of portfolio
|
Q2 2025
Added 96.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,019
shares
|
$753,914
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,007
shares
|
$749,433
0.03% of portfolio
|
Q2 2022
Added 17.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,005
shares
|
$748,687
0.03% of portfolio
|
Q2 2025
Added 1052.3%
|