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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
27
shares
|
$10,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$9,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
24
shares
|
$9,092
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$8,335
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
21
shares
|
$7,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,956
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
20
shares
|
$7,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19
shares
|
$7,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
19
shares
|
$7,198
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
17
shares
|
$6,440
0.01% of portfolio
|
Q1 2025
Added 183.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
17
shares
|
$6,440
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$5,683
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15
shares
|
$5,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$5,683
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
13
shares
|
$4,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
12
shares
|
$4,546
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
12
shares
|
$4,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
11
shares
|
$4,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$3,788
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
10
shares
|
$3,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9
shares
|
$3,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9
shares
|
$3,409
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
9
shares
|
$3,409
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$3,030
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|