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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
727
shares
|
$271,469
0.0% of portfolio
|
Q2 2025
Reduced 94.79%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
721
shares
|
$269,228
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
719
shares
|
$268,481
0.01% of portfolio
|
Q2 2025
Added 213.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
718
shares
|
$268,108
0.02% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
716
shares
|
$267,361
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
714
shares
|
$266,614
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
708
shares
|
$264,374
0.01% of portfolio
|
Q2 2025
Reduced 94.58%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
702
shares
|
$262,133
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
702
shares
|
$262,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
699
shares
|
$261,013
0.21% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
696
shares
|
$259,893
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
695
shares
|
$259,519
0.07% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
694
shares
|
$259,146
0.02% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
688
shares
|
$256,906
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
686
shares
|
$256,159
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
680
shares
|
$253,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
678
shares
|
$253,171
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
672
shares
|
$250,931
0.02% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
669
shares
|
$249,811
0.01% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
668
shares
|
$249,437
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
667
shares
|
$249,064
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
666
shares
|
$248,691
0.0% of portfolio
|
Q2 2025
Reduced 94.18%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
664
shares
|
$247,944
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
660
shares
|
$246,450
0.07% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
655
shares
|
$244,583
0.05% of portfolio
|
Q2 2025
Reduced 2.96%
|