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 |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
2,958
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
2,880
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,831
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,794
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 23.9%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,777
shares
|
$1.03 Million
0.78% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,756
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 42.43%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$1 Million
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
2,689
shares
|
$996,516
0.03% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
2,687
shares
|
$995,775
0.27% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,602
shares
|
$964,275
0.01% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$955,010
0.13% of portfolio
|
Q2 2023
Added 3.41%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
2,555
shares
|
$946,857
0.21% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
2,554
shares
|
$946,486
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,506
shares
|
$928,698
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,505
shares
|
$928,327
0.02% of portfolio
|
Q3 2025
Added 56.46%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,500
shares
|
$926,474
0.17% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,488
shares
|
$922,027
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,477
shares
|
$917,951
0.02% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,472
shares
|
$916,098
0.01% of portfolio
|
Q3 2025
Added 70.37%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
2,403
shares
|
$890,527
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,398
shares
|
$888,674
0.01% of portfolio
|
Q3 2025
Reduced 94.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,381
shares
|
$882,374
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,373
shares
|
$879,410
0.02% of portfolio
|
Q3 2025
Reduced 40.38%
|
|