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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
148,469
shares
|
$54.5 Million
0.79% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
145,026
shares
|
$53.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
128,641
shares
|
$47.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
122,831
shares
|
$45.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
119,955
shares
|
$44 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.22%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Oct 29, 2024 Q3 2024 |
117,724
shares
|
$43.2 Million
0.03% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
115,767
shares
|
$42.5 Million
0.01% of portfolio
|
Q3 2024
Added 114.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
114,521
shares
|
$42 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.77%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
113,746
shares
|
$41.7 Million
0.11% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
109,862
shares
|
$40.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
108,256
shares
|
$39.7 Million
0.02% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
107,861
shares
|
$39.6 Million
16.74% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
106,135
shares
|
$38.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
101,446
shares
|
$37.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
96,131
shares
|
$35.3 Million
4.84% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
95,237
shares
|
$34.9 Million
0.03% of portfolio
|
Q3 2024
Added 82.62%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
91,999
shares
|
$33.8 Million
0.24% of portfolio
|
Q3 2024
Added 267.01%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
88,947
shares
|
$32.6 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
87,660
shares
|
$32.2 Million
0.03% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
82,736
shares
|
$30.4 Million
0.41% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
80,867
shares
|
$29.7 Million
0.05% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
78,746
shares
|
$28.9 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
75,699
shares
|
$27.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
70,310
shares
|
$25.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 59.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
69,669
shares
|
$25.6 Million
0.3% of portfolio
|
Q3 2024
Added 259.58%
|