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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
77
shares
|
$28,752
0.02% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
74
shares
|
$27,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70
shares
|
$26,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
68
shares
|
$25,391
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
67
shares
|
$25,018
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
64
shares
|
$23,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
64
shares
|
$23,898
0.02% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$23,524
0.01% of portfolio
|
Q1 2025
Added 173.91%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
62
shares
|
$23,151
0.0% of portfolio
|
Q2 2025
Added 93.75%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
61
shares
|
$22,778
0.0% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
61
shares
|
$22,778
0.0% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
59
shares
|
$22,031
0.01% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
54
shares
|
$20,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
50
shares
|
$18,670
0.01% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$18,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
49
shares
|
$18,297
0.01% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
48
shares
|
$17,923
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
47
shares
|
$17,550
0.01% of portfolio
|
Q2 2025
Reduced 61.79%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$15,683
0.01% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
42
shares
|
$15,683
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
37
shares
|
$13,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
36
shares
|
$13,442
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
34
shares
|
$12,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
31
shares
|
$11,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
31
shares
|
$11,575
0.0% of portfolio
|
Q2 2025
Added 138.46%
|