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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
7,487
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,474
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,468
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,433
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,380
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
7,335
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
7,273
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,200
shares
|
$2.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
7,198
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 66.74%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
7,166
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
7,147
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,044
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,043
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
6,958
shares
|
$2.58 Million
0.21% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,946
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 53.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,738
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.43%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
6,670
shares
|
$2.47 Million
0.31% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
6,661
shares
|
$2.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
6,642
shares
|
$2.46 Million
0.31% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
6,591
shares
|
$2.44 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
6,583
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$2.44 Million
3.14% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
6,447
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 69.77%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
6,377
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Added 10.21%
|
|