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 |
|---|---|---|---|---|---|
|
Lts One Management LP
|
May 14, 2025 Q1 2025 |
500
shares
|
$189,435
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$189,435
0.02% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
493
shares
|
$186,782
0.04% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
483
shares
|
$182,994
0.0% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
477
shares
|
$180,720
0.09% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
472
shares
|
$178,826
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
463
shares
|
$175,416
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
446
shares
|
$168,976
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
428
shares
|
$162,156
0.0% of portfolio
|
Q2 2025
Reduced 34.95%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
422
shares
|
$159,883
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
400
shares
|
$151,548
0.07% of portfolio
|
Q1 2021
Added 28.21%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
396
shares
|
$150,032
0.02% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
376
shares
|
$142,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
375
shares
|
$142,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
371
shares
|
$140,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
370
shares
|
$140,181
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
357
shares
|
$135,256
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
356
shares
|
$134,877
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
349
shares
|
$132,225
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
341
shares
|
$129,194
0.01% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
330
shares
|
$125,027
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
315
shares
|
$119,344
0.02% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
312
shares
|
$118,207
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
298
shares
|
$112,903
0.0% of portfolio
|
Q1 2025
Reduced 99.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
296
shares
|
$112,145
0.01% of portfolio
|
Q3 2024
New holding
|