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 723 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cibc World Markets Corp
New York, NY |
Aug 12, 2024 Q2 2024 |
97,515
shares
|
$22.7 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
95,964
shares
|
$22.3 Million
0.21% of portfolio
|
Q2 2024
Added 18.57%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
95,374
shares
|
$22.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 62.82%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
95,009
shares
|
$22.1 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Heron Bay Capital Management
|
Aug 13, 2024 Q2 2024 |
89,845
shares
|
$20.9 Million
5.48% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
89,520
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2024
Added 156.04%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
88,953
shares
|
$20.7 Million
0.04% of portfolio
|
Q2 2024
Added 32.34%
|
|
Assenagon Asset Management S.A.
|
Jul 18, 2024 Q2 2024 |
85,914
shares
|
$20 Million
0.06% of portfolio
|
Q2 2024
Added 882.44%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
83,278
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 26.47%
|
|
Aviva PLC
|
Aug 02, 2024 Q2 2024 |
79,128
shares
|
$18.4 Million
0.06% of portfolio
|
Q2 2024
Added 14.89%
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 08, 2024 Q2 2024 |
78,469
shares
|
$18.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.91%
|
|
Reinhart Partners, Inc.
|
Jul 18, 2024 Q2 2024 |
76,848
shares
|
$17.9 Million
0.93% of portfolio
|
Q2 2024
Added 1.34%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
75,786
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 55.46%
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
75,606
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2024
Added 57.52%
|
|
Jennison Associates LLC
|
Aug 05, 2024 Q2 2024 |
64,955
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Aegon Asset Management Uk PLC
|
Jul 30, 2024 Q2 2024 |
61,809
shares
|
$14.4 Million
0.24% of portfolio
|
Q2 2024
Added 644.06%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
59,631
shares
|
$13.9 Million
0.04% of portfolio
|
Q2 2024
Added 6.51%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
58,632
shares
|
$13.6 Million
0.21% of portfolio
|
Q2 2023
Added 11.98%
|
|
Parnassus Investments, LLC
|
Aug 06, 2024 Q2 2024 |
56,840
shares
|
$13.2 Million
0.04% of portfolio
|
Q1 2024
Added 79.62%
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 09, 2024 Q2 2024 |
54,986
shares
|
$12.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
54,318
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2024
Added 3600.14%
|
|
Fort Washington Investment Advisors Inc
|
Jul 30, 2024 Q2 2024 |
54,252
shares
|
$12.6 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
54,069
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
New York State Common Retirement Fund
|
Jul 31, 2024 Q2 2024 |
53,441
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
52,742
shares
|
$12.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.31%
|