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 |
|---|---|---|---|---|---|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
3,403
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 209.36%
|
|
|
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
|
$1.26 Million
0.17% of portfolio
|
Q1 2023
Added 106.39%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,385
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,365
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
3,330
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
3,294
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
3,257
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,253
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,251
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2022
Added 17.12%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
3,236
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
3,232
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 63.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,166
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,165
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 59.81%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
3,120
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
3,104
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
3,091
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,048
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,047
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,995
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
2,968
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 6.15%
|
|