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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
178,183
shares
|
$67.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
175,855
shares
|
$66.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
175,487
shares
|
$66.5 Million
0.42% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
172,729
shares
|
$65.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
167,348
shares
|
$63.4 Million
0.02% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
165,607
shares
|
$62.7 Million
0.05% of portfolio
|
Q1 2025
Added 1552.27%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
165,251
shares
|
$62.6 Million
0.16% of portfolio
|
Q1 2025
Added 38.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
159,475
shares
|
$60.4 Million
0.22% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
158,776
shares
|
$60.2 Million
0.02% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
147,478
shares
|
$55.9 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
138,019
shares
|
$52.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
137,305
shares
|
$52 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
135,474
shares
|
$51.3 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
130,308
shares
|
$49.4 Million
0.17% of portfolio
|
Q1 2025
Added 5227.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
126,276
shares
|
$47.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
125,000
shares
|
$47.4 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
May 12, 2025 Q1 2025 |
123,333
shares
|
$46.7 Million
2.39% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
118,229
shares
|
$44.8 Million
0.02% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
114,780
shares
|
$43.5 Million
0.61% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
114,521
shares
|
$43.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.77%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
114,321
shares
|
$43.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
113,592
shares
|
$43 Million
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
112,946
shares
|
$42.8 Million
0.6% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
111,902
shares
|
$42.4 Million
16.79% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
110,313
shares
|
$41.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.81%
|