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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
276
shares
|
$104,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
274
shares
|
$103,810
0.0% of portfolio
|
Q1 2025
Reduced 81.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
273
shares
|
$103,431
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
256
shares
|
$96,990
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
244
shares
|
$92,444
0.01% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
232
shares
|
$87,897
0.0% of portfolio
|
Q1 2025
Added 241.18%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
229
shares
|
$86,761
0.04% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
229
shares
|
$86,761
0.0% of portfolio
|
Q1 2025
Added 46.79%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$85,624
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
225
shares
|
$85,245
0.01% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
218
shares
|
$82,593
0.02% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
203
shares
|
$76,910
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$74,258
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
185
shares
|
$70,090
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
184
shares
|
$69,712
0.0% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
181
shares
|
$68,575
0.02% of portfolio
|
Q2 2021
Added 8.38%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
180
shares
|
$68,196
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
175
shares
|
$66,302
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
174
shares
|
$65,923
0.0% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
172
shares
|
$65,165
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
169
shares
|
$64,029
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$60,619
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
160
shares
|
$60,619
0.04% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
144
shares
|
$54,557
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
138
shares
|
$52,284
0.0% of portfolio
|
Q2 2024
Added 9.52%
|