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 856 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 |
|---|---|---|---|---|---|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 04, 2025 Q3 2025 |
52,690
shares
|
$19.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
51,363
shares
|
$19 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
50,884
shares
|
$18.9 Million
0.07% of portfolio
|
Q3 2025
Added 6899.17%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
50,745
shares
|
$18.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Ghisallo Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$18.5 Million
1.84% of portfolio
|
Q3 2025
Reduced 71.18%
|
|
|
Lts One Management LP
|
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$18.5 Million
6.44% of portfolio
|
Q3 2025
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
48,860
shares
|
$18.1 Million
4.16% of portfolio
|
Q3 2024
Added 98.13%
|
|
|
Teca Partners, LP
Austin, TX |
Nov 13, 2025 Q3 2025 |
48,484
shares
|
$18 Million
12.73% of portfolio
|
Q3 2025
Added 81.09%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
47,657
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
47,521
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
41,769
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2025
Added 84.66%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
41,309
shares
|
$15.3 Million
0.01% of portfolio
|
Q2 2023
Added 29.2%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
40,891
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
40,000
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
38,453
shares
|
$14.3 Million
0.14% of portfolio
|
Q3 2025
Added 121.39%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
38,046
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
37,329
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 80.98%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
36,128
shares
|
$13.4 Million
0.15% of portfolio
|
Q3 2025
Added 47.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
35,920
shares
|
$13.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
35,827
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
35,300
shares
|
$13.1 Million
0.52% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
35,187
shares
|
$13 Million
0.06% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
35,161
shares
|
$13 Million
0.14% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
34,067
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
33,292
shares
|
$12.3 Million
0.05% of portfolio
|
Q3 2025
Added 174.6%
|
|