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 |
|---|---|---|---|---|---|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
681,885
shares
|
$258 Million
0.22% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
677,236
shares
|
$257 Million
0.3% of portfolio
|
Q1 2025
Added 34.33%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
674,227
shares
|
$255 Million
4.38% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
658,593
shares
|
$250 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Daniel Loeb
Third Point LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
625,000
shares
|
$237 Million
4.41% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
607,561
shares
|
$230 Million
0.05% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
595,845
shares
|
$226 Million
0.05% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
591,233
shares
|
$224 Million
0.82% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
588,800
shares
|
$223 Million
0.12% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
585,566
shares
|
$222 Million
1.05% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
539,104
shares
|
$204 Million
1.72% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Eminence Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
523,113
shares
|
$198 Million
3.41% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
517,362
shares
|
$196 Million
0.03% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
469,958
shares
|
$178 Million
9.27% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
May 06, 2025 Q1 2025 |
457,941
shares
|
$174 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Azora Capital LP
Miami, FL |
May 15, 2025 Q1 2025 |
442,434
shares
|
$168 Million
10.78% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
437,444
shares
|
$166 Million
0.82% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
415,000
shares
|
$157 Million
0.86% of portfolio
|
Q2 2022
Added 3.75%
|
|
|
Southpoint Capital Advisors LP
New York, NY |
May 15, 2025 Q1 2025 |
400,000
shares
|
$152 Million
3.8% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Palestra Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
399,210
shares
|
$151 Million
6.1% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Junto Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
397,366
shares
|
$151 Million
2.85% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
389,730
shares
|
$148 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
384,482
shares
|
$146 Million
0.04% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
379,061
shares
|
$144 Million
0.17% of portfolio
|
Q1 2025
Added 223.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
354,001
shares
|
$134 Million
0.02% of portfolio
|
Q1 2025
Added 5.44%
|