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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
654
shares
|
$247,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
650
shares
|
$246,265
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
647
shares
|
$245,128
0.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
638
shares
|
$241,719
0.05% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
636
shares
|
$240,961
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
629
shares
|
$238,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
626
shares
|
$237,172
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
622
shares
|
$235,657
0.19% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
621
shares
|
$235,278
0.01% of portfolio
|
Q2 2025
Added 30.46%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
620
shares
|
$234,899
0.22% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
614
shares
|
$232,626
0.06% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
612
shares
|
$231,868
0.01% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
600
shares
|
$227,322
0.01% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
595
shares
|
$225,427
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
594
shares
|
$225,048
0.06% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
577
shares
|
$218,607
0.02% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
567
shares
|
$214,819
0.02% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
566
shares
|
$214,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
565
shares
|
$214,061
0.07% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
560
shares
|
$212,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
555
shares
|
$210,272
0.03% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
531
shares
|
$201,179
0.0% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
530
shares
|
$200,801
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
510
shares
|
$193,223
0.16% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
500
shares
|
$189,435
0.03% of portfolio
|
Q1 2025
New holding
|