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 |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
16,072
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2024
Added 4.18%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
15,818
shares
|
$3.68 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2024 Q2 2024 |
15,812
shares
|
$3.68 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Ifm Investors Pty LTD
|
Aug 14, 2024 Q2 2024 |
15,573
shares
|
$3.62 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
15,508
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
15,413
shares
|
$3.59 Million
2.98% of portfolio
|
Q2 2024
Added 0.1%
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2024 Q2 2024 |
15,300
shares
|
$3.56 Million
0.04% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
Argent Capital Management LLC
|
Jul 24, 2024 Q2 2024 |
15,165
shares
|
$3.53 Million
0.13% of portfolio
|
Q2 2024
Added 366.62%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
15,164
shares
|
$3.53 Million
0.28% of portfolio
|
Q2 2024
Added 0.53%
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
15,094
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
Lecap Asset Management LTD
London, X0 |
Jul 23, 2024 Q2 2024 |
14,950
shares
|
$3.48 Million
0.9% of portfolio
|
Q2 2024
New holding
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
14,731
shares
|
$3.43 Million
0.75% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
14,510
shares
|
$3.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
14,439
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2024
Added 5.9%
|
|
Palestra Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,362
shares
|
$3.34 Million
0.17% of portfolio
|
Q2 2024
Added 75.15%
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2024 Q2 2024 |
14,261
shares
|
$3.32 Million
0.02% of portfolio
|
Q2 2024
Added 57.95%
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
13,987
shares
|
$3.26 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
13,966
shares
|
$3.25 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,909
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Added 15.94%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
13,844
shares
|
$3.22 Million
0.07% of portfolio
|
Q2 2024
Added 18.68%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
13,755
shares
|
$3.2 Million
0.5% of portfolio
|
Q1 2024
Reduced 31.9%
|
|
Swedbank Ab
Stockholm, V7 |
Jul 18, 2024 Q2 2024 |
13,709
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
13,585
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2024
Added 23.85%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
13,544
shares
|
$3.15 Million
0.3% of portfolio
|
Q2 2024
Reduced 13.68%
|
|
Xponance, Inc.
|
Aug 14, 2024 Q2 2024 |
13,301
shares
|
$3.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.0%
|