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 |
|---|---|---|---|---|---|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
1,780
shares
|
$659,650
0.13% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
1,746
shares
|
$647,050
0.02% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,735
shares
|
$642,973
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
1,731
shares
|
$641,491
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,731
shares
|
$641,491
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
1,722
shares
|
$638,155
0.15% of portfolio
|
Q3 2025
Added 89.02%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$634,450
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,706
shares
|
$632,226
0.01% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
1,691
shares
|
$626,667
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
1,681
shares
|
$622,961
0.0% of portfolio
|
Q3 2025
Reduced 76.06%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
1,677
shares
|
$621,479
0.26% of portfolio
|
Q3 2025
Added 59.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$619,997
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
1,657
shares
|
$614,067
0.4% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,657
shares
|
$614,067
0.01% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$611,844
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,640
shares
|
$607,767
0.02% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
1,633
shares
|
$605,173
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
1,579
shares
|
$585,161
0.2% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
1,573
shares
|
$582,938
0.04% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,572
shares
|
$582,567
0.16% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
1,570
shares
|
$581,826
0.06% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,570
shares
|
$581,826
0.01% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,569
shares
|
$581,455
0.04% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,569
shares
|
$581,455
0.0% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
1,550
shares
|
$574,414
0.0% of portfolio
|
Q2 2025
New holding
|
|