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 |
|---|---|---|---|---|---|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
161,500
shares
|
$59.9 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
161,152
shares
|
$59.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
160,204
shares
|
$59.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 51.4%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
159,515
shares
|
$59.1 Million
0.03% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
145,218
shares
|
$53.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
142,785
shares
|
$52.9 Million
0.02% of portfolio
|
Q3 2025
Added 177.34%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
141,729
shares
|
$52.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
128,898
shares
|
$47.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
126,600
shares
|
$46.9 Million
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
123,735
shares
|
$45.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 70.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
120,732
shares
|
$44.7 Million
0.04% of portfolio
|
Q3 2025
Added 488.51%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
119,650
shares
|
$44.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
118,157
shares
|
$43.8 Million
0.03% of portfolio
|
Q3 2025
Added 295.77%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
116,987
shares
|
$43.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Southpoint Capital Advisors LP
New York, NY |
Nov 14, 2025 Q3 2025 |
115,000
shares
|
$42.6 Million
1.11% of portfolio
|
Q3 2025
Reduced 68.49%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
114,521
shares
|
$42.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.77%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
114,278
shares
|
$42.4 Million
0.06% of portfolio
|
Q3 2025
Added 138.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
112,632
shares
|
$41.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.22%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
105,644
shares
|
$39.2 Million
13.17% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
103,497
shares
|
$38.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
101,421
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
100,066
shares
|
$37.1 Million
0.02% of portfolio
|
Q3 2025
Added 125.03%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
99,118
shares
|
$36.7 Million
0.13% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
92,694
shares
|
$34.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Solel Partners LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
87,000
shares
|
$32.2 Million
5.68% of portfolio
|
Q4 2024
New holding
|
|