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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,465
shares
|
$547,045
0.0% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,460
shares
|
$545,178
0.09% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,451
shares
|
$541,817
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,441
shares
|
$538,083
0.01% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,420
shares
|
$530,242
0.05% of portfolio
|
Q4 2024
Reduced 70.34%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,414
shares
|
$528,001
0.01% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
1,413
shares
|
$527,628
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,400
shares
|
$522,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$522,774
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,400
shares
|
$522,774
0.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
1,400
shares
|
$522,774
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,381
shares
|
$515,679
0.09% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,375
shares
|
$513,438
0.01% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,370
shares
|
$511,571
0.03% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,313
shares
|
$490,287
0.18% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
1,310
shares
|
$489,167
0.04% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,263
shares
|
$471,616
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
1,257
shares
|
$469,376
0.06% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
1,252
shares
|
$467,509
0.0% of portfolio
|
Q2 2025
Added 31.93%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,241
shares
|
$463,401
0.11% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,237
shares
|
$461,908
0.26% of portfolio
|
Q2 2025
Added 99.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,233
shares
|
$460,414
0.02% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,232
shares
|
$460,041
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,231
shares
|
$459,667
0.04% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,210
shares
|
$451,826
0.27% of portfolio
|
Q2 2025
Added 4.76%
|