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 |
|---|---|---|---|---|---|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
16,666
shares
|
$5.5 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
16,429
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
16,399
shares
|
$5.41 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,172
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
15,876
shares
|
$5.24 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
15,841
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2024
Added 50.57%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
15,801
shares
|
$5.21 Million
0.12% of portfolio
|
Q3 2024
Added 313.96%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
15,740
shares
|
$5.19 Million
0.11% of portfolio
|
Q3 2024
Added 450.35%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
15,606
shares
|
$5.15 Million
0.13% of portfolio
|
Q3 2024
Added 35.12%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
15,600
shares
|
$5.14 Million
0.03% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,556
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
15,478
shares
|
$5.1 Million
2.87% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
15,465
shares
|
$5.1 Million
0.1% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,458
shares
|
$5.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,239
shares
|
$5.03 Million
0.04% of portfolio
|
Q3 2024
Added 419.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,189
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
15,124
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Teca Partners, LP
Austin, TX |
Nov 13, 2024 Q3 2024 |
15,061
shares
|
$4.97 Million
2.96% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
14,609
shares
|
$4.82 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,452
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,394
shares
|
$4.75 Million
0.04% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
14,285
shares
|
$4.71 Million
0.05% of portfolio
|
Q3 2024
Added 49.07%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
13,755
shares
|
$4.54 Million
0.39% of portfolio
|
Q1 2024
Reduced 31.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
13,585
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2024
Added 23.85%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
13,500
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2024
Added 13400.0%
|