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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
85,486
shares
|
$31.7 Million
0.0% of portfolio
|
Q3 2025
Added 63.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
82,600
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.77%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
80,487
shares
|
$29.8 Million
0.03% of portfolio
|
Q3 2025
Added 257.93%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
79,972
shares
|
$29.6 Million
0.0% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
79,777
shares
|
$29.6 Million
5.2% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
76,605
shares
|
$28.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
73,969
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
72,813
shares
|
$27 Million
0.02% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Burkehill Global Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
70,000
shares
|
$25.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
69,477
shares
|
$25.7 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
69,100
shares
|
$25.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
65,063
shares
|
$24.1 Million
0.05% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
63,405
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
63,335
shares
|
$23.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
61,831
shares
|
$22.9 Million
1.34% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
Dec 05, 2025 Q3 2025 |
59,000
shares
|
$21.9 Million
9.83% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
58,924
shares
|
$21.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
58,632
shares
|
$21.7 Million
0.21% of portfolio
|
Q2 2023
Added 11.98%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
57,908
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
57,068
shares
|
$21.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
55,942
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 29.74%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
54,376
shares
|
$20.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
54,232
shares
|
$20.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
53,843
shares
|
$20 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
53,208
shares
|
$19.7 Million
0.04% of portfolio
|
Q3 2025
Added 22.55%
|
|