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 |
|---|---|---|---|---|---|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
16,666
shares
|
$6.11 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,632
shares
|
$6.1 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,172
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
15,876
shares
|
$5.82 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
15,841
shares
|
$5.81 Million
0.02% of portfolio
|
Q3 2024
Added 50.57%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
15,740
shares
|
$5.77 Million
0.11% of portfolio
|
Q3 2024
Added 450.35%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,556
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
15,500
shares
|
$5.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
15,492
shares
|
$5.68 Million
4.18% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,458
shares
|
$5.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Pinnbrook Capital Management LP
|
Jan 31, 2025 Q4 2024 |
15,285
shares
|
$5.61 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,239
shares
|
$5.59 Million
0.04% of portfolio
|
Q3 2024
Added 419.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,189
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
15,124
shares
|
$5.55 Million
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Teca Partners, LP
Austin, TX |
Nov 13, 2024 Q3 2024 |
15,061
shares
|
$5.53 Million
2.96% of portfolio
|
Q3 2024
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
14,859
shares
|
$5.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 47.95%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
14,848
shares
|
$5.45 Million
0.08% of portfolio
|
Q4 2024
Added 9865.1%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
14,796
shares
|
$5.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
14,609
shares
|
$5.36 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,452
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,394
shares
|
$5.28 Million
0.04% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
13,755
shares
|
$5.05 Million
0.54% of portfolio
|
Q1 2024
Reduced 31.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
13,585
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2024
Added 23.85%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
13,500
shares
|
$4.95 Million
0.05% of portfolio
|
Q3 2024
Added 13400.0%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
13,226
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Added 29.29%
|