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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
760
shares
|
$281,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
754
shares
|
$279,424
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
747
shares
|
$276,830
0.02% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
746
shares
|
$276,460
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
737
shares
|
$273,124
0.02% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
735
shares
|
$272,383
0.01% of portfolio
|
Q3 2025
Reduced 86.45%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
732
shares
|
$271,271
0.19% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
719
shares
|
$266,454
0.0% of portfolio
|
Q3 2025
Added 28.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
717
shares
|
$265,713
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
715
shares
|
$264,971
0.01% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
714
shares
|
$264,601
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
706
shares
|
$261,636
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
702
shares
|
$260,154
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
702
shares
|
$260,154
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
699
shares
|
$259,042
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
696
shares
|
$257,930
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
694
shares
|
$257,189
0.06% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
694
shares
|
$257,189
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
684
shares
|
$253,483
0.01% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
682
shares
|
$252,742
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
680
shares
|
$252,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
678
shares
|
$251,260
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
677
shares
|
$250,889
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
675
shares
|
$250,148
0.01% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
670
shares
|
$248,295
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|