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 |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
333,624
shares
|
$124 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,568
shares
|
$124 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
310,932
shares
|
$115 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
298,873
shares
|
$111 Million
0.24% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
292,952
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
285,606
shares
|
$106 Million
0.01% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
271,013
shares
|
$100 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
265,966
shares
|
$98.6 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
223,144
shares
|
$82.7 Million
0.42% of portfolio
|
Q3 2025
Added 222.24%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
209,647
shares
|
$77.7 Million
0.1% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
208,744
shares
|
$77.4 Million
0.29% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
207,897
shares
|
$77 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,820
shares
|
$76.3 Million
0.07% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
198,980
shares
|
$73.7 Million
0.8% of portfolio
|
Q3 2025
Added 77.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
197,769
shares
|
$73.3 Million
0.01% of portfolio
|
Q3 2025
Added 5212.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
190,358
shares
|
$70.5 Million
0.4% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
190,089
shares
|
$70.4 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
188,925
shares
|
$70 Million
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
188,913
shares
|
$70 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Nov 06, 2025 Q3 2025 |
187,973
shares
|
$69.7 Million
3.47% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
186,828
shares
|
$69.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
183,674
shares
|
$68.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
173,208
shares
|
$64.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
168,787
shares
|
$62.6 Million
0.01% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
162,386
shares
|
$60.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.3%
|
|