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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
431
shares
|
$160,939
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
428
shares
|
$159,819
0.0% of portfolio
|
Q2 2025
Reduced 34.95%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$149,364
0.07% of portfolio
|
Q1 2021
Added 28.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
370
shares
|
$138,161
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
357
shares
|
$133,307
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
349
shares
|
$130,320
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
315
shares
|
$117,624
0.02% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
312
shares
|
$116,503
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
301
shares
|
$112,396
0.0% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
296
shares
|
$110,529
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
265
shares
|
$98,953
0.03% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
263
shares
|
$98,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
263
shares
|
$98,206
0.06% of portfolio
|
Q2 2025
Added 64.38%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
256
shares
|
$95,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
245
shares
|
$91,485
0.04% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
244
shares
|
$91,112
0.01% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$84,390
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
218
shares
|
$81,403
0.02% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
211
shares
|
$78,789
0.02% of portfolio
|
Q2 2025
Added 83.48%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
199
shares
|
$74,308
0.01% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$73,188
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
193
shares
|
$72,068
0.0% of portfolio
|
Q2 2025
Added 348.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
191
shares
|
$71,321
0.0% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
187
shares
|
$69,827
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
181
shares
|
$67,587
0.02% of portfolio
|
Q2 2021
Added 8.38%
|