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 735 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
986
shares
|
$363,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
980
shares
|
$361,757
0.01% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
972
shares
|
$358,804
0.01% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
972
shares
|
$358,804
0.02% of portfolio
|
Q3 2024
Reduced 76.04%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
958
shares
|
$353,636
0.19% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
931
shares
|
$343,669
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
922
shares
|
$340,347
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
916
shares
|
$338,132
0.0% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
916
shares
|
$338,132
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
913
shares
|
$337,024
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Feb 07, 2025 Q4 2024 |
900
shares
|
$332,226
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
898
shares
|
$331,487
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
875
shares
|
$322,997
0.04% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
874
shares
|
$322,628
0.02% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
866
shares
|
$319,675
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
864
shares
|
$318,936
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
860
shares
|
$317,460
0.08% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
857
shares
|
$316,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
847
shares
|
$312,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
834
shares
|
$307,862
0.02% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
801
shares
|
$295,681
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
796
shares
|
$293,835
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
774
shares
|
$285,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
760
shares
|
$280,546
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
756
shares
|
$279,069
0.14% of portfolio
|
Q4 2024
Reduced 29.61%
|