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 703 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
47,581
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
47,502
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
46,632
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.58%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
44,641
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
44,611
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
44,180
shares
|
$14.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 07, 2024 Q3 2024 |
43,016
shares
|
$14.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
42,118
shares
|
$13.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 67.29%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
42,074
shares
|
$13.9 Million
1.78% of portfolio
|
Q3 2024
Added 51.53%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
41,309
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2023
Added 29.2%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
40,928
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
40,900
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
40,784
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
Nov 13, 2024 Q3 2024 |
40,000
shares
|
$13.2 Million
4.15% of portfolio
|
Q3 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
37,687
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2024
Added 1589.01%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
37,289
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
37,276
shares
|
$12.3 Million
0.59% of portfolio
|
Q3 2024
Added 90.18%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
37,121
shares
|
$12.2 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
36,380
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 61.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
36,334
shares
|
$12 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,239
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
35,920
shares
|
$11.8 Million
0.05% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
35,848
shares
|
$11.8 Million
0.05% of portfolio
|
Q3 2024
Added 230.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
33,792
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
33,311
shares
|
$11 Million
1.06% of portfolio
|
Q3 2024
New holding
|