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 872 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
344,079
shares
|
$129 Million
0.03% of portfolio
|
Q4 2023
Added 4.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
339,001
shares
|
$127 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
334,971
shares
|
$125 Million
0.35% of portfolio
|
Q1 2025
Added 43.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,568
shares
|
$125 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
329,607
shares
|
$123 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
329,178
shares
|
$123 Million
0.23% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
320,780
shares
|
$120 Million
2.07% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
297,130
shares
|
$111 Million
0.12% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Hmi Capital Management, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
286,711
shares
|
$107 Million
5.85% of portfolio
|
Q1 2025
Reduced 28.54%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
279,850
shares
|
$105 Million
0.01% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
May 15, 2025 Q1 2025 |
272,938
shares
|
$102 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
257,260
shares
|
$96.3 Million
0.25% of portfolio
|
Q1 2025
Added 478.11%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
252,579
shares
|
$94.6 Million
0.29% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
235,994
shares
|
$88.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
228,371
shares
|
$85.5 Million
0.32% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
222,873
shares
|
$83.4 Million
0.35% of portfolio
|
Q1 2025
Added 243.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
210,355
shares
|
$78.7 Million
0.01% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
209,126
shares
|
$78.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
208,262
shares
|
$78 Million
0.12% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,820
shares
|
$77.1 Million
0.07% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
197,600
shares
|
$74 Million
0.59% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
188,913
shares
|
$70.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
187,258
shares
|
$70.1 Million
0.07% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
186,742
shares
|
$69.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
186,039
shares
|
$69.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|