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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,693
shares
|
$632,183
0.03% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
1,689
shares
|
$630,689
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$624,714
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
1,662
shares
|
$620,607
0.48% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,658
shares
|
$619,113
0.01% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,656
shares
|
$618,366
0.01% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$616,499
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,640
shares
|
$612,392
0.02% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,625
shares
|
$606,791
0.03% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,624
shares
|
$606,417
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
1,606
shares
|
$599,696
0.03% of portfolio
|
Q2 2025
Reduced 75.72%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,601
shares
|
$597,829
0.02% of portfolio
|
Q2 2025
Added 62.37%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$597,456
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,585
shares
|
$591,854
0.06% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
1,578
shares
|
$589,240
0.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,572
shares
|
$587,000
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,552
shares
|
$579,532
0.16% of portfolio
|
Q2 2025
Added 87.21%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,550
shares
|
$578,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,543
shares
|
$576,171
0.14% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,542
shares
|
$575,798
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
1,533
shares
|
$572,437
0.13% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,494
shares
|
$557,874
0.01% of portfolio
|
Q2 2025
Added 102.17%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,490
shares
|
$556,380
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,481
shares
|
$553,020
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
1,473
shares
|
$550,032
0.0% of portfolio
|
Q2 2025
Reduced 54.89%
|