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 |
|---|---|---|---|---|---|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
5,265
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,264
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
5,123
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 77.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,114
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
5,107
shares
|
$1.89 Million
0.3% of portfolio
|
Q3 2025
Added 112.26%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
5,102
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,003
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
4,876
shares
|
$1.81 Million
0.26% of portfolio
|
Q3 2025
Reduced 17.77%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
4,800
shares
|
$1.78 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,781
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 1335.74%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
4,756
shares
|
$1.76 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,755
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
4,658
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,658
shares
|
$1.73 Million
0.24% of portfolio
|
Q3 2025
Reduced 29.88%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,652
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 25.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,649
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2022
Added 49.58%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
4,632
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,581
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 45.66%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,431
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,349
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2023
Added 12.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,249
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
4,209
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 38.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,087
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,067
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.06%
|
|