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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
137
shares
|
$51,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
135
shares
|
$51,147
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
133
shares
|
$50,389
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
123
shares
|
$46,601
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
120
shares
|
$45,464
0.0% of portfolio
|
Q1 2025
Reduced 90.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
119
shares
|
$45,085
0.0% of portfolio
|
Q3 2023
Added 164.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
118
shares
|
$44,706
0.0% of portfolio
|
Q1 2025
Added 11700.0%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
115
shares
|
$43,570
0.01% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
113
shares
|
$42,812
0.04% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
113
shares
|
$42,812
0.0% of portfolio
|
Q1 2025
Reduced 79.89%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
104
shares
|
$39,402
0.0% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
97
shares
|
$36,750
0.0% of portfolio
|
Q1 2025
Added 234.48%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
93
shares
|
$35,234
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
91
shares
|
$34,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
87
shares
|
$32,961
0.02% of portfolio
|
Q1 2025
Added 123.08%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
84
shares
|
$31,825
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
82
shares
|
$31,067
0.0% of portfolio
|
Q2 2025
Reduced 64.66%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
81
shares
|
$30,688
0.0% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
81
shares
|
$30,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
80
shares
|
$30,309
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
80
shares
|
$30,309
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
79
shares
|
$29,930
0.0% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
68
shares
|
$25,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
68
shares
|
$25,763
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
67
shares
|
$25,384
0.0% of portfolio
|
Q1 2025
Added 26.42%
|