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 |
|---|---|---|---|---|---|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
23,992
shares
|
$8.89 Million
0.19% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
23,539
shares
|
$8.72 Million
0.04% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
22,346
shares
|
$8.28 Million
0.16% of portfolio
|
Q3 2025
Reduced 26.25%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
21,729
shares
|
$8.05 Million
0.1% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
21,622
shares
|
$8.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
21,581
shares
|
$8 Million
0.02% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
21,394
shares
|
$7.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 41.34%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
20,900
shares
|
$7.75 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
20,536
shares
|
$7.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
20,471
shares
|
$7.59 Million
1.28% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
20,386
shares
|
$7.55 Million
1.22% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
20,279
shares
|
$7.52 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
19,405
shares
|
$7.19 Million
0.14% of portfolio
|
Q3 2025
Added 40.28%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
19,251
shares
|
$7.13 Million
0.18% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 14, 2025 Q3 2025 |
19,071
shares
|
$7.07 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,998
shares
|
$7.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
18,549
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
18,019
shares
|
$6.68 Million
1.06% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
17,931
shares
|
$6.65 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
17,576
shares
|
$6.51 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
17,400
shares
|
$6.45 Million
0.04% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
17,379
shares
|
$6.44 Million
0.05% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
17,362
shares
|
$6.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
17,228
shares
|
$6.38 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
17,124
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.0%
|
|