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 |
|---|---|---|---|---|---|
|
Daniel Loeb
Third Point LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
594,143
shares
|
$220 Million
2.77% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
591,233
shares
|
$219 Million
0.82% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
589,491
shares
|
$218 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Eminence Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
587,624
shares
|
$218 Million
2.62% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
575,462
shares
|
$213 Million
0.87% of portfolio
|
Q3 2025
Reduced 30.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
564,215
shares
|
$209 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
563,613
shares
|
$209 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
553,321
shares
|
$205 Million
1.66% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
539,444
shares
|
$200 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
537,275
shares
|
$199 Million
0.84% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
532,302
shares
|
$197 Million
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
498,633
shares
|
$185 Million
3.65% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
482,698
shares
|
$179 Million
0.93% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
443,503
shares
|
$164 Million
2.3% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
437,905
shares
|
$162 Million
8.68% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
427,634
shares
|
$158 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.38%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
415,000
shares
|
$154 Million
0.86% of portfolio
|
Q2 2022
Added 3.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
405,152
shares
|
$150 Million
0.02% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
397,355
shares
|
$147 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
384,351
shares
|
$142 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Railway Pension Investments LTD
London, X0 |
Oct 22, 2025 Q3 2025 |
363,400
shares
|
$135 Million
1.64% of portfolio
|
Q3 2025
Added 276.58%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
353,356
shares
|
$131 Million
6.28% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Junto Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
351,210
shares
|
$130 Million
2.54% of portfolio
|
Q3 2025
Added 50.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
336,128
shares
|
$125 Million
0.02% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
335,369
shares
|
$124 Million
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|