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 756 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 59.81%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
3,159
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
3,103
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,027
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 128.97%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$1.1 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,995
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
2,926
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.32%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,883
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
2,871
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
2,838
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 80.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
2,761
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 149.64%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,722
shares
|
$999,845
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
2,722
shares
|
$999,845
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$993,600
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,676
shares
|
$982,948
0.01% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,675
shares
|
$982,581
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,578
shares
|
$946,950
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$946,583
0.13% of portfolio
|
Q2 2023
Added 3.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,555
shares
|
$938,502
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,521
shares
|
$926,013
0.01% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,516
shares
|
$924,177
0.0% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,479
shares
|
$910,586
0.02% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,479
shares
|
$910,586
0.03% of portfolio
|
Q4 2024
Added 2.61%
|