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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
43,418
shares
|
$16.3 Million
0.04% of portfolio
|
Q2 2025
Added 29.93%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
42,798
shares
|
$16 Million
0.39% of portfolio
|
Q1 2025
Added 104.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
42,276
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2025
Added 561.6%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
41,982
shares
|
$15.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
41,309
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2023
Added 29.2%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
41,177
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
40,276
shares
|
$15.1 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
40,149
shares
|
$15 Million
0.25% of portfolio
|
Q1 2025
Reduced 41.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
39,536
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
38,232
shares
|
$14.3 Million
0.11% of portfolio
|
Q1 2025
Added 400.42%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
38,181
shares
|
$14.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Teca Partners, LP
Austin, TX |
May 14, 2025 Q1 2025 |
38,123
shares
|
$14.3 Million
9.71% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
36,835
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
36,515
shares
|
$13.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
36,165
shares
|
$13.5 Million
0.3% of portfolio
|
Q1 2025
Added 80.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
35,920
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
35,500
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
34,733
shares
|
$13 Million
0.02% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
34,693
shares
|
$13 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
34,517
shares
|
$12.9 Million
0.05% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
34,061
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
33,015
shares
|
$12.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
32,584
shares
|
$12.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
32,329
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
31,483
shares
|
$11.8 Million
2.5% of portfolio
|
Q4 2024
Reduced 3.38%
|