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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
64
shares
|
$24,247
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$23,868
0.01% of portfolio
|
Q1 2025
Added 173.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
57
shares
|
$21,595
0.0% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$20,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
50
shares
|
$18,943
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$18,943
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
50
shares
|
$18,943
0.01% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
49
shares
|
$18,564
0.01% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
48
shares
|
$18,185
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
43
shares
|
$16,291
0.0% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$15,912
0.01% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
42
shares
|
$15,912
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
41
shares
|
$15,533
0.0% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
39
shares
|
$14,775
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
38
shares
|
$14,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
37
shares
|
$14,018
0.0% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
36
shares
|
$13,639
0.0% of portfolio
|
Q2 2024
Added 176.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
35
shares
|
$13,260
0.0% of portfolio
|
Q1 2025
Added 3400.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
34
shares
|
$12,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
32
shares
|
$12,123
0.0% of portfolio
|
Q1 2025
Added 1500.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
31
shares
|
$11,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
30
shares
|
$11,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
30
shares
|
$11,366
0.0% of portfolio
|
Q2 2025
Reduced 65.52%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
29
shares
|
$10,987
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$10,229
0.0% of portfolio
|
Q2 2025
Reduced 28.95%
|