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 783 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,822
shares
|
$566,769
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
1,812
shares
|
$563,658
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,783
shares
|
$554,637
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,762
shares
|
$548,105
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
1,757
shares
|
$546,549
0.02% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,756
shares
|
$546,238
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,749
shares
|
$544,061
0.29% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,739
shares
|
$540,950
0.0% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,733
shares
|
$539,084
0.2% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,720
shares
|
$535,040
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,718
shares
|
$534,418
0.04% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$532,551
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,710
shares
|
$531,929
0.01% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
1,701
shares
|
$529,130
0.01% of portfolio
|
Q4 2024
Reduced 83.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,698
shares
|
$528,196
0.01% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
1,686
shares
|
$524,464
0.16% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$520,420
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
1,664
shares
|
$517,620
0.0% of portfolio
|
Q4 2024
Reduced 78.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
1,652
shares
|
$513,887
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$513,576
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,649
shares
|
$512,954
0.0% of portfolio
|
Q4 2024
Reduced 77.63%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
1,610
shares
|
$500,822
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,606
shares
|
$499,578
0.01% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$497,712
0.0% of portfolio
|
Q4 2024
Reduced 36.58%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$497,712
0.0% of portfolio
|
Q4 2024
Reduced 97.67%
|