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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,514
shares
|
$556,122
0.01% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,504
shares
|
$552,449
0.03% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,483
shares
|
$544,735
0.06% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,462
shares
|
$537,021
0.0% of portfolio
|
Q4 2024
Added 300.55%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,432
shares
|
$526,002
0.0% of portfolio
|
Q4 2024
Reduced 40.65%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,420
shares
|
$521,594
0.04% of portfolio
|
Q4 2024
Reduced 70.34%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
1,411
shares
|
$518,288
0.03% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$514,248
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,379
shares
|
$506,534
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,370
shares
|
$503,228
0.08% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,366
shares
|
$501,759
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
1,353
shares
|
$496,983
0.24% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,352
shares
|
$496,616
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
1,351
shares
|
$496,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,337
shares
|
$491,106
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,334
shares
|
$490,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,313
shares
|
$482,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,313
shares
|
$482,291
0.18% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,304
shares
|
$478,985
0.0% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,300
shares
|
$477,516
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,300
shares
|
$477,516
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
1,292
shares
|
$474,577
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,262
shares
|
$463,557
0.01% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,243
shares
|
$456,578
0.0% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,241
shares
|
$455,844
0.11% of portfolio
|
Q4 2024
Reduced 3.8%
|