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 |
|---|---|---|---|---|---|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
573
shares
|
$213,963
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
570
shares
|
$212,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
570
shares
|
$212,843
0.07% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
570
shares
|
$212,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
567
shares
|
$211,723
0.02% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
566
shares
|
$211,350
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
565
shares
|
$210,976
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
564
shares
|
$210,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
560
shares
|
$209,109
0.0% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
560
shares
|
$209,109
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
555
shares
|
$207,242
0.01% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
550
shares
|
$205,375
0.0% of portfolio
|
Q2 2025
Added 219.77%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
546
shares
|
$203,881
0.04% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
546
shares
|
$203,881
0.0% of portfolio
|
Q2 2025
Added 135.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
543
shares
|
$202,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
535
shares
|
$199,774
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
531
shares
|
$198,280
0.01% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
530
shares
|
$197,907
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
501
shares
|
$187,078
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
500
shares
|
$186,705
0.02% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
495
shares
|
$184,837
0.1% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
493
shares
|
$184,091
0.04% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
486
shares
|
$181,477
0.15% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
472
shares
|
$176,249
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
446
shares
|
$166,540
0.01% of portfolio
|
Q4 2023
Added 1.36%
|