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 |
|---|---|---|---|---|---|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,560
shares
|
$1.73 Million
0.04% of portfolio
|
Q1 2024
Reduced 86.84%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
4,559
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.06%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
4,433
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
4,363
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,349
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2023
Added 12.76%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
4,321
shares
|
$1.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
4,265
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,163
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
4,157
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,130
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,109
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 155.85%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,001
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,980
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,863
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,823
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
3,816
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,796
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
3,785
shares
|
$1.43 Million
0.93% of portfolio
|
Q4 2024
Added 69.35%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,726
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 47.8%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
3,723
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
3,721
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 330.17%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,705
shares
|
$1.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$1.4 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
3,643
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,578
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Added 16.89%
|