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 702 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
70,310
shares
|
$23.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 59.59%
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
69,840
shares
|
$23.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 44.42%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
69,731
shares
|
$23.4 Million
1.17% of portfolio
|
Q3 2024
Added 32.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
69,669
shares
|
$23.3 Million
0.3% of portfolio
|
Q3 2024
Added 259.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
68,900
shares
|
$23.1 Million
0.0% of portfolio
|
Q3 2024
Added 395.36%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,677
shares
|
$23 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
67,466
shares
|
$22.6 Million
0.1% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
65,448
shares
|
$21.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
64,884
shares
|
$21.7 Million
0.02% of portfolio
|
Q3 2024
Added 47.8%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
64,535
shares
|
$21.6 Million
0.09% of portfolio
|
Q3 2024
Added 613.96%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
63,846
shares
|
$21.4 Million
0.04% of portfolio
|
Q3 2024
Added 58.23%
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
62,342
shares
|
$20.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
62,104
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
60,446
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Added 19.63%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
58,632
shares
|
$19.6 Million
0.21% of portfolio
|
Q2 2023
Added 11.98%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
58,432
shares
|
$19.6 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
57,084
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.5%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
54,668
shares
|
$18.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.29%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
54,577
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
53,814
shares
|
$18 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 14, 2024 Q3 2024 |
51,542
shares
|
$17.3 Million
0.03% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 14, 2024 Q3 2024 |
50,954
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
50,646
shares
|
$17 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
49,762
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
48,860
shares
|
$16.4 Million
3.89% of portfolio
|
Q3 2024
Added 98.13%
|