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 |
|---|---|---|---|---|---|
|
Brant Point Investment Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,166
shares
|
$8.67 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
22,487
shares
|
$8.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
22,472
shares
|
$8.41 Million
0.02% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
22,001
shares
|
$8.24 Million
0.02% of portfolio
|
Q1 2025
Added 226.86%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
21,998
shares
|
$8.24 Million
0.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
21,627
shares
|
$8.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
21,395
shares
|
$8.01 Million
0.05% of portfolio
|
Q1 2025
Added 41.32%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
21,387
shares
|
$8.01 Million
0.18% of portfolio
|
Q1 2025
Added 140.65%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
21,181
shares
|
$7.93 Million
0.03% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,035
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Iridian Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
20,901
shares
|
$7.82 Million
2.25% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
20,900
shares
|
$7.82 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
20,438
shares
|
$7.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
20,386
shares
|
$7.63 Million
1.22% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
20,354
shares
|
$7.62 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,102
shares
|
$7.53 Million
0.02% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$7.49 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
19,999
shares
|
$7.49 Million
0.09% of portfolio
|
Q1 2025
Added 26.62%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
19,996
shares
|
$7.49 Million
0.48% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,890
shares
|
$7.45 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
19,300
shares
|
$7.23 Million
0.08% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,286
shares
|
$7.22 Million
0.04% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
19,229
shares
|
$7.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,400
shares
|
$6.89 Million
0.01% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
18,022
shares
|
$6.75 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.2%
|