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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,111
shares
|
$420,924
0.06% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$416,757
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,100
shares
|
$416,757
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,082
shares
|
$409,937
0.19% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,079
shares
|
$408,800
0.03% of portfolio
|
Q1 2025
Added 70.19%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,063
shares
|
$402,738
0.0% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,051
shares
|
$398,192
0.01% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,047
shares
|
$396,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
1,040
shares
|
$394,024
0.01% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,038
shares
|
$393,267
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
1,037
shares
|
$392,888
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
1,035
shares
|
$392,130
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,015
shares
|
$384,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,012
shares
|
$383,416
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,009
shares
|
$382,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
1,005
shares
|
$380,764
0.05% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,004
shares
|
$380,385
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$378,870
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
991
shares
|
$375,460
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
988
shares
|
$374,323
0.02% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
986
shares
|
$373,565
0.01% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
979
shares
|
$370,913
0.01% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
969
shares
|
$367,125
0.09% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
968
shares
|
$366,746
0.05% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
965
shares
|
$365,609
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|