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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
655
shares
|
$244,583
0.01% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
651
shares
|
$243,089
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
650
shares
|
$242,716
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
650
shares
|
$242,716
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
642
shares
|
$239,729
0.07% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
636
shares
|
$237,488
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
627
shares
|
$234,128
0.0% of portfolio
|
Q2 2025
Reduced 29.39%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
626
shares
|
$233,754
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
625
shares
|
$233,381
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
625
shares
|
$233,381
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
622
shares
|
$232,261
0.19% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
621
shares
|
$231,887
0.01% of portfolio
|
Q2 2025
Added 30.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
620
shares
|
$231,514
0.01% of portfolio
|
Q2 2025
Reduced 84.91%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
600
shares
|
$224,046
0.01% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
598
shares
|
$223,299
0.02% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
597
shares
|
$222,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
595
shares
|
$222,178
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
593
shares
|
$221,432
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
591
shares
|
$220,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
591
shares
|
$220,685
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
583
shares
|
$217,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
582
shares
|
$217,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
581
shares
|
$216,951
0.04% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
578
shares
|
$215,830
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
575
shares
|
$214,710
0.03% of portfolio
|
Q2 2025
Added 3.6%
|