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 735 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
11,211
shares
|
$4.14 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,046
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Added 164.2%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,867
shares
|
$4.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
10,837
shares
|
$4 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
10,700
shares
|
$3.95 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,564
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,263
shares
|
$3.79 Million
0.05% of portfolio
|
Q2 2024
Added 26.28%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,117
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
10,041
shares
|
$3.71 Million
1.27% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
9,765
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,669
shares
|
$3.57 Million
0.21% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,557
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
9,421
shares
|
$3.48 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,345
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
9,331
shares
|
$3.44 Million
1.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
9,184
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
9,125
shares
|
$3.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
8,938
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
8,893
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 63.23%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,887
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
8,718
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,634
shares
|
$3.19 Million
1.34% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
8,373
shares
|
$3.09 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
8,233
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
7,929
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 6.9%
|