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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
58,251
shares
|
$21.8 Million
0.02% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
58,059
shares
|
$21.7 Million
0.02% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
57,263
shares
|
$21.4 Million
0.03% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
55,647
shares
|
$20.8 Million
1.49% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
55,121
shares
|
$20.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
May 07, 2025 Q1 2025 |
54,926
shares
|
$20.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
53,776
shares
|
$20.1 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
52,643
shares
|
$19.7 Million
0.04% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
May 08, 2025 Q1 2025 |
52,500
shares
|
$19.7 Million
9.79% of portfolio
|
Q1 2025
Added 47.89%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
52,295
shares
|
$19.6 Million
0.04% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
51,506
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
50,003
shares
|
$18.7 Million
0.52% of portfolio
|
Q1 2025
Added 2526.21%
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
May 13, 2025 Q1 2025 |
50,000
shares
|
$18.7 Million
8.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pamalican Asset Management LTD
Hong Kong, K3 |
May 09, 2025 Q1 2025 |
50,000
shares
|
$18.7 Million
21.69% of portfolio
|
Q1 2025
New holding
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
49,358
shares
|
$18.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
48,860
shares
|
$18.3 Million
5.05% of portfolio
|
Q3 2024
Added 98.13%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
47,984
shares
|
$18 Million
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
47,745
shares
|
$17.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
46,653
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Added 61.24%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
46,536
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
45,968
shares
|
$17.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
45,000
shares
|
$16.8 Million
0.03% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
43,980
shares
|
$16.5 Million
0.07% of portfolio
|
Q1 2025
Added 646.69%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
43,771
shares
|
$16.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
43,572
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.98%
|