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 |
|---|---|---|---|---|---|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
667
shares
|
$247,183
0.13% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
667
shares
|
$247,183
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
667
shares
|
$247,183
0.03% of portfolio
|
Q3 2025
Reduced 26.38%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
667
shares
|
$247,183
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
665
shares
|
$246,442
0.07% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
665
shares
|
$246,442
0.05% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
658
shares
|
$243,848
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
655
shares
|
$242,736
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
655
shares
|
$242,736
0.04% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
654
shares
|
$242,365
0.0% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
650
shares
|
$240,883
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
643
shares
|
$238,289
0.01% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
642
shares
|
$237,918
0.05% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
636
shares
|
$235,695
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
628
shares
|
$232,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
627
shares
|
$232,359
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
627
shares
|
$232,359
0.01% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
624
shares
|
$231,248
0.0% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
620
shares
|
$229,765
0.14% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
616
shares
|
$228,283
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
616
shares
|
$228,283
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
605
shares
|
$224,206
0.02% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
600
shares
|
$222,353
0.01% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
595
shares
|
$220,501
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
576
shares
|
$213,459
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|