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 |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
900
shares
|
$333,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
885
shares
|
$327,972
0.01% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
865
shares
|
$320,560
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
862
shares
|
$319,448
0.01% of portfolio
|
Q3 2025
Reduced 67.45%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
857
shares
|
$317,595
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
851
shares
|
$315,372
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
844
shares
|
$312,777
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
843
shares
|
$312,407
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
843
shares
|
$312,407
0.0% of portfolio
|
Q2 2025
Reduced 56.3%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
839
shares
|
$310,925
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
823
shares
|
$304,995
0.03% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
821
shares
|
$304,254
0.0% of portfolio
|
Q3 2025
Added 50.37%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
810
shares
|
$300,177
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
809
shares
|
$299,807
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
808
shares
|
$299,436
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
806
shares
|
$298,695
0.0% of portfolio
|
Q3 2025
Reduced 71.8%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
805
shares
|
$298,324
0.08% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
802
shares
|
$297,213
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
786
shares
|
$291,283
0.04% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
783
shares
|
$290,171
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
781
shares
|
$289,430
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
781
shares
|
$289,430
0.09% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
780
shares
|
$289,060
0.06% of portfolio
|
Q3 2025
Reduced 49.74%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
779
shares
|
$288,689
0.06% of portfolio
|
Q2 2025
Reduced 33.36%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
775
shares
|
$287,207
0.1% of portfolio
|
Q3 2025
New holding
|
|