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 718 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
316,670
shares
|
$116 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
281,679
shares
|
$103 Million
0.83% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
278,783
shares
|
$102 Million
0.28% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
272,655
shares
|
$100 Million
0.01% of portfolio
|
Q3 2024
Added 125.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
259,919
shares
|
$95.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
253,573
shares
|
$93 Million
0.07% of portfolio
|
Q3 2024
Reduced 37.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
249,329
shares
|
$91.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
248,663
shares
|
$91.2 Million
0.09% of portfolio
|
Q3 2024
Added 160.72%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
236,884
shares
|
$86.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
231,970
shares
|
$85.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
227,157
shares
|
$83.3 Million
0.01% of portfolio
|
Q3 2024
Added 32.77%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
216,750
shares
|
$79.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
213,971
shares
|
$78.5 Million
0.02% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,820
shares
|
$75.5 Million
0.07% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
197,584
shares
|
$72.5 Million
0.14% of portfolio
|
Q3 2024
Added 1174.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
195,143
shares
|
$71.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.69%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
192,153
shares
|
$70.5 Million
0.1% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
187,008
shares
|
$68.6 Million
3.78% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
177,038
shares
|
$65 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
173,024
shares
|
$63.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
172,700
shares
|
$63.4 Million
14.47% of portfolio
|
Q3 2024
New holding
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
168,400
shares
|
$61.8 Million
0.34% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
157,789
shares
|
$57.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
151,979
shares
|
$55.8 Million
0.25% of portfolio
|
Q3 2024
Added 58.37%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
151,606
shares
|
$55.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.16%
|