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 790 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 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 |
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
8,718
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,634
shares
|
$2.82 Million
1.34% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,604
shares
|
$2.81 Million
0.1% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,553
shares
|
$2.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 57.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,438
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
8,373
shares
|
$2.74 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,310
shares
|
$2.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
8,268
shares
|
$2.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,247
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Added 34.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
8,233
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,025
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.28%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
7,929
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,812
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.48%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,582
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,468
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
7,465
shares
|
$2.44 Million
0.3% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
7,465
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,377
shares
|
$2.41 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
7,181
shares
|
$2.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
6,960
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
6,884
shares
|
$2.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 68.09%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
6,843
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
6,813
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 92.59%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
6,774
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Added 8.78%
|