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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,207
shares
|
$450,705
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
1,203
shares
|
$449,212
0.32% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,202
shares
|
$448,838
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,199
shares
|
$447,718
0.01% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,195
shares
|
$446,224
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
1,186
shares
|
$442,864
0.27% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,178
shares
|
$439,876
0.0% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$429,421
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
1,150
shares
|
$429,421
0.49% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,149
shares
|
$429,048
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
1,147
shares
|
$428,301
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,147
shares
|
$428,301
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,144
shares
|
$427,181
0.03% of portfolio
|
Q2 2025
Added 58.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,137
shares
|
$424,567
0.02% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,121
shares
|
$418,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
1,120
shares
|
$418,219
0.03% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
1,118
shares
|
$417,472
0.33% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
1,111
shares
|
$414,858
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,108
shares
|
$413,738
0.21% of portfolio
|
Q2 2025
Reduced 90.95%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,107
shares
|
$413,364
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,101
shares
|
$411,124
0.03% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
1,100
shares
|
$410,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,100
shares
|
$410,751
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
1,094
shares
|
$408,510
0.06% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,082
shares
|
$404,029
0.19% of portfolio
|
Q2 2025
Added 10.3%
|