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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
265
shares
|
$98,206
0.03% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
264
shares
|
$97,835
0.0% of portfolio
|
Q3 2025
Reduced 38.32%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
246
shares
|
$91,165
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
242
shares
|
$89,682
0.0% of portfolio
|
Q3 2025
Reduced 92.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
235
shares
|
$87,088
0.0% of portfolio
|
Q3 2025
Reduced 86.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$83,753
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
226
shares
|
$83,753
0.01% of portfolio
|
Q3 2025
Reduced 82.11%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
200
shares
|
$74,118
0.04% of portfolio
|
Q3 2025
Reduced 83.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$72,635
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
192
shares
|
$71,153
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
187
shares
|
$69,300
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
187
shares
|
$69,300
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
183
shares
|
$67,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
182
shares
|
$67,447
0.0% of portfolio
|
Q3 2025
Added 28.17%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
181
shares
|
$67,076
0.02% of portfolio
|
Q2 2021
Added 8.38%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
175
shares
|
$64,853
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
163
shares
|
$60,406
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$59,294
0.0% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$59,294
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
154
shares
|
$57,070
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
148
shares
|
$54,847
0.0% of portfolio
|
Q3 2025
Reduced 50.83%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
147
shares
|
$54,476
0.01% of portfolio
|
Q3 2025
Reduced 39.75%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
147
shares
|
$54,476
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
138
shares
|
$51,141
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
135
shares
|
$50,029
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|