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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
32,423
shares
|
$12 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
31,884
shares
|
$11.8 Million
0.1% of portfolio
|
Q3 2025
Added 940.6%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
31,288
shares
|
$11.6 Million
2.38% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
31,064
shares
|
$11.5 Million
0.39% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
31,016
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,430
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
30,131
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 31, 2025 Q3 2025 |
29,900
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
29,729
shares
|
$11 Million
0.14% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
28,445
shares
|
$10.5 Million
1.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
28,165
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.4%
|
|
|
Reinhart Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
28,165
shares
|
$10.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
27,980
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
27,900
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
27,521
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
27,180
shares
|
$10.1 Million
0.48% of portfolio
|
Q3 2025
Added 195.02%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,835
shares
|
$9.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
25,380
shares
|
$9.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
25,110
shares
|
$9.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
25,078
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,073
shares
|
$9.29 Million
0.47% of portfolio
|
Q3 2025
Added 244.79%
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
Nov 12, 2025 Q3 2025 |
25,000
shares
|
$9.26 Million
1.13% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,315
shares
|
$9.01 Million
0.93% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
24,263
shares
|
$8.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
24,059
shares
|
$8.92 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|