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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
6,358
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,333
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 105.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,279
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,118
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,115
shares
|
$2.27 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,000
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
5,967
shares
|
$2.21 Million
1.04% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
5,936
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,900
shares
|
$2.19 Million
0.79% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
5,787
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 88.45%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
5,760
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
5,753
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Added 39.2%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,689
shares
|
$2.11 Million
0.27% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
5,627
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.76%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
5,607
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,599
shares
|
$2.07 Million
0.68% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
5,568
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Added 116.57%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
5,540
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,444
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,354
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 96.3%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
5,343
shares
|
$1.98 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,341
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 41.48%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,316
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 97.32%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
5,290
shares
|
$1.96 Million
1.53% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
5,275
shares
|
$1.95 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|