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 756 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
180
shares
|
$66,117
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
169
shares
|
$62,077
0.0% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
163
shares
|
$59,873
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$58,771
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$57,301
0.0% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
156
shares
|
$57,301
0.0% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
156
shares
|
$57,301
0.0% of portfolio
|
Q4 2024
Reduced 44.88%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
149
shares
|
$54,730
0.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
146
shares
|
$53,628
0.0% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$51,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
140
shares
|
$51,424
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
138
shares
|
$50,690
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
138
shares
|
$50,690
0.0% of portfolio
|
Q4 2024
Added 45.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
133
shares
|
$48,853
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
133
shares
|
$48,853
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
119
shares
|
$43,711
0.0% of portfolio
|
Q3 2023
Added 164.44%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
115
shares
|
$42,241
0.03% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
108
shares
|
$39,670
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
100
shares
|
$36,732
0.0% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
93
shares
|
$34,160
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
84
shares
|
$30,854
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
81
shares
|
$29,752
0.0% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
78
shares
|
$28,650
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
68
shares
|
$24,977
0.0% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
66
shares
|
$24,243
0.0% of portfolio
|
Q3 2024
Added 1.54%
|