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 854 institutions that hold shares in the stock, with a total of 79.4 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,108
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,906
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
8,881
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Added 908.06%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
8,767
shares
|
$3.25 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
8,748
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
8,718
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,665
shares
|
$3.21 Million
0.03% of portfolio
|
Q1 2025
Added 95.11%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,655
shares
|
$3.21 Million
1.19% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,607
shares
|
$3.19 Million
0.11% of portfolio
|
Q3 2025
Added 105.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,503
shares
|
$3.15 Million
0.31% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
8,405
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
8,383
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,355
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
8,112
shares
|
$3.01 Million
0.57% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
7,960
shares
|
$2.95 Million
0.05% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Tt International Asset Management LTD
London, X0 |
Oct 02, 2025 Q3 2025 |
7,944
shares
|
$2.94 Million
0.38% of portfolio
|
Q3 2025
Added 55.1%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,928
shares
|
$2.94 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,747
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,732
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 79.78%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,702
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
7,700
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
7,678
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,655
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,606
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,517
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.24%
|
|