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 |
|---|---|---|---|---|---|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,358
shares
|
$873,851
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,318
shares
|
$859,027
0.08% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$852,357
0.43% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,286
shares
|
$847,168
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,285
shares
|
$846,798
0.05% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,280
shares
|
$844,945
0.34% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
2,270
shares
|
$841,239
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
2,266
shares
|
$839,756
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,243
shares
|
$831,233
0.06% of portfolio
|
Q3 2025
Reduced 52.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,200
shares
|
$815,298
0.02% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,200
shares
|
$815,298
0.01% of portfolio
|
Q3 2025
Reduced 97.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,194
shares
|
$813,074
0.05% of portfolio
|
Q4 2022
Reduced 42.72%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
2,184
shares
|
$809,368
0.05% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,166
shares
|
$802,697
0.0% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,164
shares
|
$801,956
0.0% of portfolio
|
Q3 2025
Reduced 59.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,161
shares
|
$800,844
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,159
shares
|
$800,103
0.08% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
2,144
shares
|
$794,544
0.0% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,118
shares
|
$784,909
0.33% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
2,100
shares
|
$778,239
0.02% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
2,097
shares
|
$777,127
0.05% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,096
shares
|
$776,756
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,089
shares
|
$774,162
0.03% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$766,750
0.05% of portfolio
|
Q3 2025
Reduced 38.33%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
2,046
shares
|
$758,227
0.27% of portfolio
|
Q3 2025
Reduced 7.04%
|
|