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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$746,820
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Emerald Advisers, LLC
|
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$746,820
0.03% of portfolio
|
Q2 2025
Added 79.05%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,000
shares
|
$746,820
0.28% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,996
shares
|
$745,326
0.07% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,995
shares
|
$744,952
0.06% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,935
shares
|
$722,548
0.01% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,912
shares
|
$713,959
0.24% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,901
shares
|
$709,852
0.69% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,898
shares
|
$708,732
0.02% of portfolio
|
Q2 2020
Reduced 98.79%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
1,885
shares
|
$703,877
0.05% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
1,882
shares
|
$702,757
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,863
shares
|
$695,662
0.27% of portfolio
|
Q2 2023
Reduced 33.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,846
shares
|
$689,314
0.0% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,842
shares
|
$687,821
0.01% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,830
shares
|
$683,340
0.33% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,829
shares
|
$682,966
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,820
shares
|
$679,606
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,803
shares
|
$673,258
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
1,793
shares
|
$669,524
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,788
shares
|
$667,657
0.03% of portfolio
|
Q2 2025
Added 957.99%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,716
shares
|
$640,771
0.08% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$639,277
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,697
shares
|
$633,676
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,696
shares
|
$633,303
0.01% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,696
shares
|
$633,303
0.07% of portfolio
|
Q2 2025
Reduced 4.61%
|