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 |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
962
shares
|
$364,472
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
960
shares
|
$363,715
0.2% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
949
shares
|
$359,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
939
shares
|
$355,758
0.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
938
shares
|
$355,380
0.05% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
937
shares
|
$355,001
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
928
shares
|
$351,591
0.2% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
916
shares
|
$347,044
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
888
shares
|
$336,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
877
shares
|
$332,268
0.05% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
876
shares
|
$331,890
0.02% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
866
shares
|
$328,101
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
864
shares
|
$327,343
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
859
shares
|
$325,449
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
852
shares
|
$322,797
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
843
shares
|
$319,387
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
823
shares
|
$311,810
0.03% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
813
shares
|
$308,021
0.02% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
812
shares
|
$307,642
0.02% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
804
shares
|
$304,611
0.0% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
796
shares
|
$301,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
795
shares
|
$301,201
0.03% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
791
shares
|
$299,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
791
shares
|
$299,686
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
786
shares
|
$297,791
0.05% of portfolio
|
Q2 2025
Added 5.36%
|