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 822 institutions that hold shares in the stock, with a total of 73.2 Million shares, which have been reported (via 13F filing form) to have a value of $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
7,218,657
shares
|
$2.41 Billion
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$1.77 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,905,541
shares
|
$1.3 Billion
1.64% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,050,529
shares
|
$1.02 Billion
0.53% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,660,736
shares
|
$889 Million
2.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
Feb 14, 2025 Q4 2024 |
1,922,748
shares
|
$642 Million
4.93% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,670,536
shares
|
$558 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
1,635,354
shares
|
$546 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Samlyn Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,573,076
shares
|
$526 Million
8.27% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
1,516,060
shares
|
$506 Million
0.18% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,459,942
shares
|
$488 Million
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,199,115
shares
|
$401 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
1,038,683
shares
|
$347 Million
0.2% of portfolio
|
Q1 2025
Added 1453.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,027,846
shares
|
$343 Million
0.02% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
959,371
shares
|
$320 Million
0.22% of portfolio
|
Q1 2025
Added 786.21%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
938,354
shares
|
$313 Million
16.03% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
936,410
shares
|
$313 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
906,501
shares
|
$303 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
899,377
shares
|
$300 Million
0.15% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
872,283
shares
|
$291 Million
5.49% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
May 06, 2025 Q1 2025 |
871,265
shares
|
$291 Million
3.96% of portfolio
|
Q1 2025
Added 238.08%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
846,067
shares
|
$283 Million
0.07% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
725,572
shares
|
$242 Million
1.22% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Surgo Cap Partners LP
New York, NY |
Feb 13, 2025 Q4 2024 |
709,270
shares
|
$237 Million
11.93% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
705,919
shares
|
$236 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.7%
|