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 |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,053
shares
|
$393,200
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,038
shares
|
$387,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,016
shares
|
$379,384
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$373,410
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$373,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
982
shares
|
$366,688
0.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
979
shares
|
$365,568
0.01% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
969
shares
|
$361,834
0.09% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
968
shares
|
$361,460
0.05% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
967
shares
|
$361,087
0.05% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
959
shares
|
$358,100
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
946
shares
|
$353,245
0.05% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
939
shares
|
$350,631
0.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
937
shares
|
$349,885
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
935
shares
|
$349,138
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
924
shares
|
$345,030
0.02% of portfolio
|
Q2 2025
Added 46.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
918
shares
|
$342,790
0.06% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
916
shares
|
$342,043
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
911
shares
|
$340,176
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
906
shares
|
$338,309
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
902
shares
|
$336,815
0.04% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jul 25, 2025 Q2 2025 |
900
shares
|
$336,069
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
897
shares
|
$334,948
0.03% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
885
shares
|
$330,467
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
881
shares
|
$328,974
0.0% of portfolio
|
Q2 2025
Reduced 55.95%
|