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 783 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,365
shares
|
$8.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
26,278
shares
|
$8.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
26,100
shares
|
$8.79 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
26,011
shares
|
$8.76 Million
1.57% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
23,837
shares
|
$8.03 Million
0.1% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,316
shares
|
$7.86 Million
1.98% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
22,494
shares
|
$7.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
22,487
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
22,370
shares
|
$7.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
21,690
shares
|
$7.31 Million
0.04% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
21,451
shares
|
$7.23 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,356
shares
|
$7.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
21,328
shares
|
$7.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
21,248
shares
|
$7.16 Million
3.26% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
20,954
shares
|
$7.06 Million
0.75% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
20,925
shares
|
$7.05 Million
0.26% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
20,900
shares
|
$7.04 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
20,892
shares
|
$7.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,801
shares
|
$7.01 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
20,386
shares
|
$6.87 Million
1.22% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
20,133
shares
|
$6.78 Million
2.01% of portfolio
|
Q4 2024
Reduced 52.15%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
20,094
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
20,030
shares
|
$6.75 Million
0.15% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,783
shares
|
$6.67 Million
0.22% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
19,254
shares
|
$6.49 Million
0.0% of portfolio
|
Q4 2024
Added 8.13%
|