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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,343
shares
|
$497,702
0.01% of portfolio
|
Q3 2025
Reduced 37.53%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,330
shares
|
$492,884
0.01% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
1,315
shares
|
$487,325
0.01% of portfolio
|
Q3 2025
Added 85.73%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,313
shares
|
$486,584
0.18% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
1,261
shares
|
$467,313
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,257
shares
|
$465,831
0.05% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,255
shares
|
$465,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,241
shares
|
$459,902
0.11% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,230
shares
|
$455,825
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,225
shares
|
$453,972
0.01% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
1,214
shares
|
$449,896
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,210
shares
|
$448,413
0.01% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
1,200
shares
|
$444,707
0.24% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$444,707
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,190
shares
|
$441,002
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,189
shares
|
$440,631
0.03% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
1,186
shares
|
$439,519
0.19% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
1,179
shares
|
$436,925
0.01% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
1,157
shares
|
$428,772
0.13% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,150
shares
|
$426,178
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
1,150
shares
|
$426,178
0.49% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,148
shares
|
$425,437
0.0% of portfolio
|
Q3 2025
Reduced 65.21%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,147
shares
|
$425,066
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,146
shares
|
$424,696
0.02% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,123
shares
|
$416,172
0.0% of portfolio
|
Q3 2025
Added 48.94%
|
|