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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,655
shares
|
$2.52 Million
0.07% of portfolio
|
Q1 2025
Added 265.26%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
6,614
shares
|
$2.51 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$2.49 Million
3.14% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
6,503
shares
|
$2.46 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,497
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Added 198.3%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
6,447
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 69.77%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
6,438
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
6,338
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,331
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,329
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,118
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
6,058
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
6,010
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
6,005
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Added 64.25%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,000
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
5,967
shares
|
$2.26 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
5,945
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,900
shares
|
$2.24 Million
0.79% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,885
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
5,875
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
5,786
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,778
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.48%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
5,773
shares
|
$2.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,689
shares
|
$2.16 Million
0.27% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,638
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 33.07%
|