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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9
shares
|
$3,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9
shares
|
$3,369
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$2,994
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$2,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
7
shares
|
$2,620
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
7
shares
|
$2,620
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
7
shares
|
$2,620
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7
shares
|
$2,620
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6
shares
|
$2,246
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
6
shares
|
$2,246
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,871
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5
shares
|
$1,871
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
5
shares
|
$1,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$1,497
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$1,497
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4
shares
|
$1,497
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,497
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$1,123
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3
shares
|
$1,123
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$1,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$1,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2
shares
|
$748
0.0% of portfolio
|
Q1 2025
Added 100.0%
|