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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
61
shares
|
$22,605
0.0% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
57
shares
|
$21,123
0.0% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
57
shares
|
$21,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
54
shares
|
$20,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
51
shares
|
$18,900
0.0% of portfolio
|
Q3 2025
Added 5000.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$18,529
0.01% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
50
shares
|
$18,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
50
shares
|
$18,529
0.01% of portfolio
|
Q3 2025
Reduced 40.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
49
shares
|
$18,158
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
48
shares
|
$17,788
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
47
shares
|
$17,417
0.0% of portfolio
|
Q3 2025
Reduced 22.95%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
47
shares
|
$17,417
0.01% of portfolio
|
Q2 2025
Reduced 61.79%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
45
shares
|
$16,676
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
44
shares
|
$16,305
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
43
shares
|
$15,935
0.0% of portfolio
|
Q3 2025
Reduced 95.14%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
42
shares
|
$15,564
0.01% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
40
shares
|
$14,823
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39
shares
|
$14,453
0.0% of portfolio
|
Q3 2025
Reduced 98.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
37
shares
|
$13,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$12,970
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
34
shares
|
$12,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
32
shares
|
$11,858
0.0% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
31
shares
|
$11,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
31
shares
|
$11,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
31
shares
|
$11,488
0.0% of portfolio
|
Q2 2025
Added 138.46%
|
|