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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,995
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,973
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
2,955
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
2,947
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Added 42.99%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
2,902
shares
|
$1.1 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,899
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
2,876
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,871
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,854
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,850
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,815
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,778
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,777
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,750
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,711
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,699
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
2,688
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,675
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
2,640
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Added 63.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,619
shares
|
$992,260
0.0% of portfolio
|
Q1 2025
Added 38.87%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
2,611
shares
|
$989,229
0.03% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$976,347
0.13% of portfolio
|
Q2 2023
Added 3.41%
|