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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
1,841
shares
|
$697,499
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,830
shares
|
$693,332
0.33% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,829
shares
|
$692,953
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,820
shares
|
$689,543
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,816
shares
|
$688,027
0.01% of portfolio
|
Q1 2025
Added 291.38%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,798
shares
|
$681,208
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
1,778
shares
|
$673,630
0.07% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,774
shares
|
$672,115
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,740
shares
|
$659,233
0.14% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
1,737
shares
|
$658,097
0.02% of portfolio
|
Q1 2025
Added 1246.51%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$648,625
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,711
shares
|
$648,246
0.0% of portfolio
|
Q1 2025
Reduced 99.64%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,710
shares
|
$647,867
0.01% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,701
shares
|
$644,457
0.01% of portfolio
|
Q1 2025
Added 52.83%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
1,688
shares
|
$639,532
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,677
shares
|
$635,364
0.02% of portfolio
|
Q1 2025
Added 278.56%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$633,849
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
1,662
shares
|
$629,681
0.48% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,655
shares
|
$627,029
0.07% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$625,514
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,625
shares
|
$615,663
0.03% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,613
shares
|
$611,117
0.03% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,609
shares
|
$609,601
0.0% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,600
shares
|
$606,192
0.06% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,600
shares
|
$606,192
0.0% of portfolio
|
Q4 2024
Reduced 97.67%
|