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 |
|---|---|---|---|---|---|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
1,545
shares
|
$572,561
0.11% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,544
shares
|
$572,190
0.04% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,542
shares
|
$571,449
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,537
shares
|
$569,596
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
1,523
shares
|
$564,408
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
1,510
shares
|
$559,590
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,498
shares
|
$555,143
0.01% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,497
shares
|
$554,773
0.0% of portfolio
|
Q3 2025
Added 157.22%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,490
shares
|
$552,179
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,482
shares
|
$549,214
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
1,473
shares
|
$545,879
0.0% of portfolio
|
Q2 2025
Reduced 54.89%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2025 Q3 2025 |
1,459
shares
|
$540,690
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,452
shares
|
$538,096
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,439
shares
|
$533,279
0.04% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
1,437
shares
|
$532,537
0.0% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
1,400
shares
|
$518,825
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$518,825
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,398
shares
|
$518,084
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,386
shares
|
$513,637
0.27% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,381
shares
|
$511,784
0.09% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,370
shares
|
$507,708
0.03% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
1,365
shares
|
$505,855
0.05% of portfolio
|
Q3 2025
Added 77.73%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
1,356
shares
|
$502,520
0.06% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,356
shares
|
$502,520
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,344
shares
|
$498,072
0.01% of portfolio
|
Q3 2025
Added 12.47%
|
|