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 |
|---|---|---|---|---|---|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
16,892
shares
|
$6.26 Million
0.05% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,632
shares
|
$6.16 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,161
shares
|
$5.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 77.72%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
16,105
shares
|
$5.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 63.68%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
16,000
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.88%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
15,900
shares
|
$5.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
15,757
shares
|
$5.84 Million
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,532
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 81.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
15,088
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
14,946
shares
|
$5.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
14,919
shares
|
$5.53 Million
0.02% of portfolio
|
Q3 2025
Added 622.12%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
14,863
shares
|
$5.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,788
shares
|
$5.48 Million
0.03% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
14,470
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
14,361
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
14,345
shares
|
$5.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
14,134
shares
|
$5.24 Million
0.05% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Iridian Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
13,847
shares
|
$5.13 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
13,775
shares
|
$5.1 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
13,648
shares
|
$5.06 Million
1.65% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
13,455
shares
|
$4.99 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
13,372
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.41%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
13,186
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
13,169
shares
|
$4.88 Million
0.04% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
12,986
shares
|
$4.81 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|