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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
785
shares
|
$297,412
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
778
shares
|
$294,760
0.03% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
773
shares
|
$292,866
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
768
shares
|
$290,972
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
760
shares
|
$287,941
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
753
shares
|
$285,289
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
746
shares
|
$282,637
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
739
shares
|
$279,984
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
730
shares
|
$276,575
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
718
shares
|
$272,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
716
shares
|
$271,270
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
714
shares
|
$270,513
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
702
shares
|
$265,966
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
702
shares
|
$265,966
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
696
shares
|
$263,693
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
694
shares
|
$262,935
0.0% of portfolio
|
Q1 2025
Reduced 59.2%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
May 14, 2025 Q1 2025 |
692
shares
|
$262,178
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
692
shares
|
$262,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
681
shares
|
$258,010
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
678
shares
|
$256,873
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
675
shares
|
$255,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
675
shares
|
$255,737
0.04% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
667
shares
|
$252,706
0.02% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
667
shares
|
$252,706
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
659
shares
|
$249,675
0.04% of portfolio
|
Q1 2025
Added 0.3%
|