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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
4,080
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Added 2.44%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
3,882
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,879
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,849
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,796
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,785
shares
|
$1.4 Million
0.89% of portfolio
|
Q4 2024
Added 69.35%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,757
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,693
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,689
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,684
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,648
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.53%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,505
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
3,472
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,463
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,411
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,403
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,393
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2023
Added 106.39%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,361
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2023
Added 78.78%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,322
shares
|
$1.23 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
3,301
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 20.08%
|