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 |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
10,821
shares
|
$4.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,411
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,157
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
10,095
shares
|
$3.82 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
10,058
shares
|
$3.81 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
10,041
shares
|
$3.8 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Ovata Capital Management LTD
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$3.79 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Investments L P
Dallas, TX |
May 15, 2025 Q1 2025 |
10,000
shares
|
$3.79 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,771
shares
|
$3.7 Million
0.3% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,581
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Added 992.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,557
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,355
shares
|
$3.54 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
9,333
shares
|
$3.54 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,308
shares
|
$3.53 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
9,295
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,287
shares
|
$3.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
9,085
shares
|
$3.44 Million
0.67% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,009
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,992
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,788
shares
|
$3.33 Million
0.11% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,665
shares
|
$3.28 Million
0.03% of portfolio
|
Q1 2025
Added 95.11%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
8,634
shares
|
$3.27 Million
1.38% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
8,627
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
F
|
May 14, 2025 Q1 2025 |
8,578
shares
|
$3.25 Million
0.14% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,215
shares
|
$3.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.39%
|