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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$3,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
7
shares
|
$2,652
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7
shares
|
$2,652
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
7
shares
|
$2,652
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
7
shares
|
$2,652
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6
shares
|
$2,273
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
5
shares
|
$1,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
5
shares
|
$1,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5
shares
|
$1,894
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$1,515
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4
shares
|
$1,515
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3
shares
|
$1,136
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$1,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$1,136
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$1,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3
shares
|
$1,136
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$757
0.0% of portfolio
|
Q4 2024
New holding
|