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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,121
shares
|
$415,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
1,120
shares
|
$415,060
0.02% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
1,118
shares
|
$414,319
0.24% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,078
shares
|
$399,496
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
1,076
shares
|
$398,754
0.02% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
1,071
shares
|
$396,901
0.23% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
1,055
shares
|
$390,972
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,054
shares
|
$390,601
0.02% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,049
shares
|
$388,748
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,019
shares
|
$377,631
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$370,590
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
1,000
shares
|
$370,590
0.22% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$370,590
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
997
shares
|
$369,478
0.02% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
976
shares
|
$361,695
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
970
shares
|
$359,472
0.03% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
953
shares
|
$353,172
0.03% of portfolio
|
Q3 2025
Added 68.08%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
936
shares
|
$346,872
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
936
shares
|
$346,872
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
935
shares
|
$346,501
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
932
shares
|
$345,389
0.04% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
918
shares
|
$340,201
0.06% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
916
shares
|
$339,460
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
915
shares
|
$339,089
0.07% of portfolio
|
Q3 2025
Added 25.34%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
901
shares
|
$333,901
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|