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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,060
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.35%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,016
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 78.3%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,964
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 51.76%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,888
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
3,873
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,872
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,867
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,844
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,796
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
3,766
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
3,703
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 40.27%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,629
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 91.19%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,605
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,582
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,523
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
3,515
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,511
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 1738.22%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
3,511
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.07%
|
|
|
Cannon Global Investment Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,500
shares
|
$1.3 Million
2.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
3,480
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,473
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,457
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,428
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
3,414
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 17.48%
|
|