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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$805,098
0.02% of portfolio
|
Q1 2025
Added 58.94%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
2,103
shares
|
$796,763
0.03% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
2,100
shares
|
$795,627
0.03% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$795,627
0.02% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,099
shares
|
$795,248
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,083
shares
|
$789,186
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,080
shares
|
$788,049
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
2,072
shares
|
$785,018
0.07% of portfolio
|
Q1 2025
Added 57.09%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,066
shares
|
$782,745
0.0% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,019
shares
|
$764,938
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,007
shares
|
$760,392
0.03% of portfolio
|
Q2 2022
Added 17.71%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
2,000
shares
|
$757,740
0.01% of portfolio
|
Q1 2025
Reduced 88.51%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$757,740
0.27% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$757,740
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,996
shares
|
$756,224
0.07% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
1,944
shares
|
$736,523
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
1,929
shares
|
$730,840
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,918
shares
|
$726,672
0.0% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,912
shares
|
$724,399
0.24% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,901
shares
|
$720,231
0.69% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,898
shares
|
$719,095
0.02% of portfolio
|
Q2 2020
Reduced 98.79%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,871
shares
|
$708,865
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,863
shares
|
$705,834
0.27% of portfolio
|
Q2 2023
Reduced 33.23%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
1,851
shares
|
$701,288
0.06% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
1,846
shares
|
$699,394
0.04% of portfolio
|
Q1 2025
Added 5.07%
|