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 |
|---|---|---|---|---|---|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
552
shares
|
$204,565
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
531
shares
|
$196,783
0.01% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
530
shares
|
$196,412
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
523
shares
|
$193,818
0.0% of portfolio
|
Q3 2025
Added 41.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
510
shares
|
$189,000
0.01% of portfolio
|
Q3 2025
Reduced 71.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$185,295
0.02% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
493
shares
|
$182,700
0.03% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
483
shares
|
$178,994
0.12% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
477
shares
|
$176,771
0.0% of portfolio
|
Q3 2025
Reduced 39.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
472
shares
|
$174,918
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
449
shares
|
$166,394
0.01% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
446
shares
|
$165,283
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
436
shares
|
$161,577
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
407
shares
|
$150,830
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
400
shares
|
$148,236
0.06% of portfolio
|
Q1 2021
Added 28.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
358
shares
|
$132,671
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
349
shares
|
$129,335
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
346
shares
|
$128,224
0.01% of portfolio
|
Q3 2025
Added 143.66%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
343
shares
|
$127,112
0.06% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
333
shares
|
$123,406
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
319
shares
|
$118,218
0.05% of portfolio
|
Q3 2025
Added 51.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
315
shares
|
$116,735
0.02% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
312
shares
|
$115,624
0.06% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
285
shares
|
$105,618
0.07% of portfolio
|
Q3 2025
Added 105.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
270
shares
|
$100,059
0.0% of portfolio
|
Q3 2025
Reduced 80.36%
|
|