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 |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
13,679
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,666
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,654
shares
|
$5.17 Million
0.01% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
13,543
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
13,417
shares
|
$5.08 Million
0.11% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
13,056
shares
|
$4.95 Million
0.33% of portfolio
|
Q1 2025
Added 87.59%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
12,986
shares
|
$4.92 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,725
shares
|
$4.82 Million
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
12,500
shares
|
$4.74 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,500
shares
|
$4.74 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gillson Capital LP
Chicago, IL |
May 15, 2025 Q1 2025 |
12,500
shares
|
$4.74 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,457
shares
|
$4.72 Million
0.28% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
12,430
shares
|
$4.71 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
12,317
shares
|
$4.67 Million
0.05% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
12,248
shares
|
$4.64 Million
2.17% of portfolio
|
Q1 2025
Reduced 42.36%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
12,219
shares
|
$4.63 Million
0.01% of portfolio
|
Q2 2025
Added 46.76%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
12,132
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,599
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
11,493
shares
|
$4.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
11,437
shares
|
$4.33 Million
0.07% of portfolio
|
Q1 2025
Added 213.51%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,375
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.75%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
11,262
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
11,027
shares
|
$4.18 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
10,927
shares
|
$4.14 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
May 13, 2025 Q1 2025 |
10,845
shares
|
$4.11 Million
2.46% of portfolio
|
Q1 2025
New holding
|