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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
315
shares
|
$116,279
0.02% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
296
shares
|
$109,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
273
shares
|
$100,775
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
266
shares
|
$98,191
0.01% of portfolio
|
Q4 2024
Added 77.33%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
241
shares
|
$88,962
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
240
shares
|
$88,593
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$83,425
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$73,828
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
198
shares
|
$73,089
0.02% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$72,351
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
181
shares
|
$66,814
0.02% of portfolio
|
Q2 2021
Added 8.38%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
180
shares
|
$66,445
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
169
shares
|
$62,384
0.0% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
163
shares
|
$60,169
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
162
shares
|
$59,800
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$59,062
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
156
shares
|
$57,585
0.0% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$57,585
0.0% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
156
shares
|
$57,585
0.0% of portfolio
|
Q4 2024
Reduced 44.88%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
149
shares
|
$55,001
0.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
146
shares
|
$53,894
0.0% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
140
shares
|
$51,679
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$51,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
138
shares
|
$50,941
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
138
shares
|
$50,941
0.0% of portfolio
|
Q4 2024
Added 45.26%
|