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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$11,202
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
30
shares
|
$11,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
30
shares
|
$11,202
0.0% of portfolio
|
Q2 2025
Reduced 65.52%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
27
shares
|
$10,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$10,082
0.0% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
27
shares
|
$10,082
0.0% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
24
shares
|
$8,961
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$8,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$8,215
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,841
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
21
shares
|
$7,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
19
shares
|
$7,094
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
19
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19
shares
|
$7,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18
shares
|
$6,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
17
shares
|
$6,347
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
17
shares
|
$6,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
16
shares
|
$5,974
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
15
shares
|
$5,601
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$5,227
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
14
shares
|
$5,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
13
shares
|
$4,854
0.0% of portfolio
|
Q2 2025
Reduced 63.89%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
13
shares
|
$4,854
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
12
shares
|
$4,480
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
12
shares
|
$4,480
0.0% of portfolio
|
Q2 2025
Added 1100.0%
|