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 735 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
33,256
shares
|
$12.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
33,015
shares
|
$12.2 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
32,858
shares
|
$12.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
32,583
shares
|
$12 Million
1.68% of portfolio
|
Q3 2024
Reduced 28.04%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
31,360
shares
|
$11.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
31,209
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
29,801
shares
|
$11 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mn Services Vermogensbeheer B.V.
|
Feb 05, 2025 Q4 2024 |
29,800
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,126
shares
|
$10.8 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Iridian Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
28,902
shares
|
$10.7 Million
2.63% of portfolio
|
Q4 2024
Reduced 65.11%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
28,294
shares
|
$10.4 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
27,759
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
27,738
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 13, 2024 Q3 2024 |
27,508
shares
|
$10.2 Million
0.94% of portfolio
|
Q3 2024
Reduced 31.54%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
27,328
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,494
shares
|
$9.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 46.33%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,365
shares
|
$9.73 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,089
shares
|
$9.63 Million
0.01% of portfolio
|
Q3 2024
Added 1385.71%
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
26,011
shares
|
$9.6 Million
1.57% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,601
shares
|
$9.45 Million
1.19% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
24,966
shares
|
$9.22 Million
1.43% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,836
shares
|
$9.17 Million
0.01% of portfolio
|
Q3 2024
Added 351.56%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
24,238
shares
|
$8.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,122
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
22,784
shares
|
$8.41 Million
0.07% of portfolio
|
Q3 2024
Added 4.72%
|