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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
31
shares
|
$11,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
31
shares
|
$11,488
0.0% of portfolio
|
Q2 2025
Added 138.46%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
30
shares
|
$11,117
0.0% of portfolio
|
Q3 2025
Added 76.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
30
shares
|
$11,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$11,117
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
28
shares
|
$10,376
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
27
shares
|
$10,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
26
shares
|
$9,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$8,894
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
24
shares
|
$8,894
0.0% of portfolio
|
Q3 2025
Reduced 80.49%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
23
shares
|
$8,523
0.0% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,782
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
21
shares
|
$7,782
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
19
shares
|
$7,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
18
shares
|
$6,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17
shares
|
$6,300
0.0% of portfolio
|
Q3 2025
Reduced 73.44%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
17
shares
|
$6,300
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
16
shares
|
$5,929
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$5,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
15
shares
|
$5,558
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|