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 869 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 $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
18,019
shares
|
$6.83 Million
1.06% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
17,742
shares
|
$6.72 Million
0.09% of portfolio
|
Q4 2022
Reduced 9.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
17,719
shares
|
$6.71 Million
0.06% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
17,473
shares
|
$6.62 Million
0.02% of portfolio
|
Q1 2025
Added 112.23%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
17,379
shares
|
$6.58 Million
0.06% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
17,228
shares
|
$6.53 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
16,799
shares
|
$6.36 Million
1.1% of portfolio
|
Q1 2025
Reduced 36.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,632
shares
|
$6.3 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
16,588
shares
|
$6.28 Million
0.02% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
16,331
shares
|
$6.19 Million
2.28% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
16,125
shares
|
$6.11 Million
0.03% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
16,000
shares
|
$6.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.88%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
15,731
shares
|
$5.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
15,701
shares
|
$5.95 Million
0.24% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
15,632
shares
|
$5.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
15,505
shares
|
$5.87 Million
4.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
15,158
shares
|
$5.74 Million
0.08% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
15,000
shares
|
$5.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
14,705
shares
|
$5.57 Million
0.05% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,704
shares
|
$5.57 Million
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
14,532
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
14,319
shares
|
$5.43 Million
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,234
shares
|
$5.39 Million
0.13% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
13,943
shares
|
$5.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,762
shares
|
$5.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.46%
|