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 852 institutions that hold shares in the stock, with a total of 79.5 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
265
shares
|
$98,206
0.03% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
264
shares
|
$97,835
0.0% of portfolio
|
Q3 2025
Reduced 38.32%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
246
shares
|
$91,165
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
242
shares
|
$89,682
0.0% of portfolio
|
Q3 2025
Reduced 92.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
235
shares
|
$87,088
0.0% of portfolio
|
Q3 2025
Reduced 86.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$83,753
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
226
shares
|
$83,753
0.01% of portfolio
|
Q3 2025
Reduced 82.11%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
200
shares
|
$74,118
0.04% of portfolio
|
Q3 2025
Reduced 83.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$72,635
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
192
shares
|
$71,153
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
187
shares
|
$69,300
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
187
shares
|
$69,300
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
186
shares
|
$68,929
0.0% of portfolio
|
Q4 2025
Reduced 63.53%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
183
shares
|
$67,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
182
shares
|
$67,447
0.0% of portfolio
|
Q3 2025
Added 28.17%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
181
shares
|
$67,076
0.02% of portfolio
|
Q2 2021
Added 8.38%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
175
shares
|
$64,853
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
163
shares
|
$60,406
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$59,294
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$59,294
0.0% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
154
shares
|
$57,070
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
148
shares
|
$54,847
0.0% of portfolio
|
Q3 2025
Reduced 50.83%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
147
shares
|
$54,476
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
147
shares
|
$54,476
0.01% of portfolio
|
Q3 2025
Reduced 39.75%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
138
shares
|
$51,141
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|