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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,012
shares
|
$745,627
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,007
shares
|
$743,774
0.03% of portfolio
|
Q2 2022
Added 17.71%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,006
shares
|
$743,403
0.07% of portfolio
|
Q3 2025
Reduced 35.35%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,006
shares
|
$743,403
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$741,180
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$741,180
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,977
shares
|
$732,656
0.03% of portfolio
|
Q3 2025
Reduced 28.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,944
shares
|
$720,426
0.02% of portfolio
|
Q3 2025
Added 213.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,937
shares
|
$717,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,933
shares
|
$716,350
0.0% of portfolio
|
Q3 2025
Added 129.03%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
1,924
shares
|
$713,015
0.4% of portfolio
|
Q3 2025
Added 56.17%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,922
shares
|
$712,273
0.0% of portfolio
|
Q3 2025
Reduced 81.06%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,912
shares
|
$708,568
0.24% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,911
shares
|
$708,197
0.01% of portfolio
|
Q3 2025
Reduced 52.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,904
shares
|
$705,603
0.05% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,901
shares
|
$704,491
0.69% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,898
shares
|
$703,379
0.02% of portfolio
|
Q2 2020
Reduced 98.79%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,893
shares
|
$701,526
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
1,882
shares
|
$697,450
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,863
shares
|
$690,409
0.27% of portfolio
|
Q2 2023
Reduced 33.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,845
shares
|
$683,738
0.0% of portfolio
|
Q3 2025
Reduced 25.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,838
shares
|
$681,144
0.02% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,829
shares
|
$677,809
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,820
shares
|
$674,473
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,788
shares
|
$662,614
0.0% of portfolio
|
Q3 2025
Reduced 62.69%
|
|