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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
8,132
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
7,988
shares
|
$3.03 Million
0.12% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,948
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
7,800
shares
|
$2.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 27.1%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,635
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,614
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
7,603
shares
|
$2.88 Million
0.04% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
7,500
shares
|
$2.84 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,500
shares
|
$2.84 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Siren, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
7,500
shares
|
$2.84 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
7,468
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
7,296
shares
|
$2.76 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,278
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.14%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,200
shares
|
$2.73 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
7,176
shares
|
$2.72 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,110
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 45.19%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
7,054
shares
|
$2.67 Million
0.81% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,021
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,010
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,000
shares
|
$2.65 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,991
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
6,987
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
6,863
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
6,844
shares
|
$2.59 Million
0.25% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,716
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.7%
|