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 |
|---|---|---|---|---|---|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,571
shares
|
$974,074
0.01% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
2,554
shares
|
$967,633
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,514
shares
|
$952,479
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$947,175
0.18% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,497
shares
|
$946,038
0.03% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,476
shares
|
$938,082
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,436
shares
|
$922,927
0.01% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
2,422
shares
|
$917,623
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
2,406
shares
|
$911,561
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
2,387
shares
|
$904,362
0.0% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
2,373
shares
|
$899,058
0.05% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,340
shares
|
$886,555
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
2,334
shares
|
$884,282
0.64% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
2,270
shares
|
$860,034
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,269
shares
|
$859,656
0.39% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,267
shares
|
$858,898
0.01% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,266
shares
|
$858,519
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
2,264
shares
|
$857,761
0.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,258
shares
|
$855,488
0.01% of portfolio
|
Q1 2025
Added 117.53%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
2,253
shares
|
$853,594
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,201
shares
|
$833,892
0.38% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,200
shares
|
$833,514
0.08% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,194
shares
|
$831,240
0.05% of portfolio
|
Q4 2022
Reduced 42.72%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
2,164
shares
|
$819,874
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,159
shares
|
$817,980
0.08% of portfolio
|
Q1 2025
Reduced 21.8%
|