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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
865
shares
|
$322,999
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
858
shares
|
$320,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
844
shares
|
$315,158
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
844
shares
|
$315,158
0.0% of portfolio
|
Q2 2025
Added 74.74%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
843
shares
|
$314,784
0.03% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
843
shares
|
$314,784
0.0% of portfolio
|
Q2 2025
Reduced 56.3%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
843
shares
|
$314,784
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
835
shares
|
$311,797
0.17% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
833
shares
|
$311,050
0.07% of portfolio
|
Q2 2025
Reduced 38.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
823
shares
|
$307,316
0.03% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
810
shares
|
$302,462
0.02% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
804
shares
|
$300,221
0.03% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
800
shares
|
$298,728
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
798
shares
|
$297,981
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
786
shares
|
$293,500
0.05% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
785
shares
|
$293,126
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
779
shares
|
$290,886
0.07% of portfolio
|
Q2 2025
Reduced 33.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
770
shares
|
$287,525
0.01% of portfolio
|
Q2 2025
Added 182.05%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
768
shares
|
$286,778
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
760
shares
|
$283,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
754
shares
|
$281,551
0.0% of portfolio
|
Q2 2025
Added 153.02%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
747
shares
|
$278,937
0.03% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
746
shares
|
$278,563
0.0% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
746
shares
|
$278,563
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
730
shares
|
$272,589
0.1% of portfolio
|
Q2 2025
New holding
|