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 |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
572
shares
|
$211,148
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
570
shares
|
$210,409
0.07% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
566
shares
|
$208,933
0.01% of portfolio
|
Q3 2024
Added 2076.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
564
shares
|
$208,194
0.02% of portfolio
|
Q4 2024
Added 129.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
530
shares
|
$195,644
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
512
shares
|
$188,999
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$184,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
493
shares
|
$181,986
0.03% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
476
shares
|
$175,710
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
472
shares
|
$174,234
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
464
shares
|
$171,280
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
464
shares
|
$171,280
0.0% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
446
shares
|
$164,636
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
442
shares
|
$163,159
0.01% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
432
shares
|
$159,468
0.0% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
427
shares
|
$157,622
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
411
shares
|
$151,716
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
400
shares
|
$147,656
0.06% of portfolio
|
Q1 2021
Added 28.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
386
shares
|
$142,488
0.01% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
365
shares
|
$134,736
0.0% of portfolio
|
Q3 2024
Reduced 77.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
357
shares
|
$131,782
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
357
shares
|
$131,782
0.01% of portfolio
|
Q4 2024
Added 71.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
351
shares
|
$129,568
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
349
shares
|
$128,829
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
330
shares
|
$121,816
0.04% of portfolio
|
Q4 2024
New holding
|