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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
101,253
shares
|
$38.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
101,234
shares
|
$38.4 Million
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
99,028
shares
|
$37.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
93,875
shares
|
$35.6 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
87,693
shares
|
$33.2 Million
0.02% of portfolio
|
Q1 2025
Added 3385.41%
|
|
|
Solel Partners LP
Boston, MA |
May 15, 2025 Q1 2025 |
87,000
shares
|
$33 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burkehill Global Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
85,000
shares
|
$32.2 Million
2.07% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
84,239
shares
|
$31.9 Million
6.02% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
80,045
shares
|
$30.3 Million
0.04% of portfolio
|
Q1 2025
Added 334.89%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
76,500
shares
|
$29 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
74,696
shares
|
$28.3 Million
0.35% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
74,670
shares
|
$28.3 Million
0.03% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
74,386
shares
|
$28.2 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
73,092
shares
|
$27.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
72,528
shares
|
$27.5 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Blackstone Inc
New York, NY |
May 15, 2025 Q1 2025 |
70,000
shares
|
$26.5 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
69,247
shares
|
$26.2 Million
0.15% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
68,309
shares
|
$25.9 Million
0.38% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
66,621
shares
|
$25.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
62,291
shares
|
$23.6 Million
0.23% of portfolio
|
Q1 2025
Added 232.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
62,138
shares
|
$23.5 Million
0.11% of portfolio
|
Q1 2025
Added 1013.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
60,392
shares
|
$22.9 Million
0.04% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
60,137
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
60,103
shares
|
$22.8 Million
0.05% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
58,632
shares
|
$22.2 Million
0.21% of portfolio
|
Q2 2023
Added 11.98%
|