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 |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,293
shares
|
$489,878
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,267
shares
|
$480,028
0.01% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,261
shares
|
$477,755
0.31% of portfolio
|
Q1 2025
Added 25120.0%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,241
shares
|
$470,177
0.11% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
1,238
shares
|
$469,041
0.21% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,232
shares
|
$466,767
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,227
shares
|
$464,873
0.0% of portfolio
|
Q1 2025
Added 111.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,227
shares
|
$464,873
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,210
shares
|
$458,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,207
shares
|
$457,296
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
1,205
shares
|
$456,538
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
1,193
shares
|
$451,991
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
1,186
shares
|
$449,339
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
1,172
shares
|
$444,035
0.0% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,169
shares
|
$442,899
0.1% of portfolio
|
Q3 2024
Reduced 42.01%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
1,168
shares
|
$442,520
0.4% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,155
shares
|
$437,594
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
1,150
shares
|
$435,700
0.49% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
1,149
shares
|
$435,321
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
1,147
shares
|
$434,563
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,144
shares
|
$433,427
0.03% of portfolio
|
Q2 2025
Added 58.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,137
shares
|
$430,775
0.0% of portfolio
|
Q1 2025
Added 2319.15%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,122
shares
|
$425,092
0.02% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
1,117
shares
|
$423,197
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
1,111
shares
|
$420,924
0.04% of portfolio
|
Q2 2025
New holding
|