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 |
|---|---|---|---|---|---|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
1,600
shares
|
$606,192
0.0% of portfolio
|
Q4 2024
Reduced 36.58%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
1,578
shares
|
$597,856
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,572
shares
|
$595,583
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,568
shares
|
$594,068
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,552
shares
|
$588,006
0.16% of portfolio
|
Q2 2025
Added 87.21%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,542
shares
|
$584,217
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
1,542
shares
|
$584,217
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,511
shares
|
$572,472
0.01% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,504
shares
|
$569,820
0.03% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,481
shares
|
$561,106
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,460
shares
|
$553,150
0.09% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
1,453
shares
|
$550,498
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,450
shares
|
$549,361
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,441
shares
|
$545,951
0.01% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
1,424
shares
|
$539,510
0.01% of portfolio
|
Q1 2025
Reduced 55.58%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
1,420
shares
|
$537,995
0.04% of portfolio
|
Q4 2024
Reduced 70.34%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$530,418
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,396
shares
|
$528,902
0.07% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,381
shares
|
$523,219
0.09% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
1,353
shares
|
$512,611
0.14% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,338
shares
|
$506,928
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,331
shares
|
$504,275
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,313
shares
|
$497,456
0.18% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
1,312
shares
|
$497,077
0.01% of portfolio
|
Q1 2025
Added 29.26%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,310
shares
|
$496,319
0.02% of portfolio
|
Q1 2025
Reduced 10.58%
|