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 |
|---|---|---|---|---|---|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
5,625
shares
|
$2.13 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
5,607
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,546
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Added 83.22%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
5,483
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,482
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,435
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.77%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
5,341
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.17%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
5,290
shares
|
$2 Million
1.99% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,283
shares
|
$2 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
5,275
shares
|
$2 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,184
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tt International Asset Management LTD
London, X0 |
Jul 10, 2025 Q2 2025 |
5,122
shares
|
$1.94 Million
0.5% of portfolio
|
Q2 2025
Reduced 57.18%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
5,082
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
5,000
shares
|
$1.89 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
4,975
shares
|
$1.88 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
4,951
shares
|
$1.88 Million
0.03% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
4,878
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 67.17%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,781
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 1335.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
4,755
shares
|
$1.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,705
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,651
shares
|
$1.76 Million
1.98% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,649
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2022
Added 49.58%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,583
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
4,579
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|