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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
22,784
shares
|
$7.63 Million
0.07% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
21,574
shares
|
$7.23 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
21,527
shares
|
$7.21 Million
2.31% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
21,482
shares
|
$7.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
21,404
shares
|
$7.17 Million
0.03% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
20,900
shares
|
$7 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
20,803
shares
|
$6.97 Million
0.59% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
20,700
shares
|
$6.93 Million
0.05% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
20,545
shares
|
$6.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 88.34%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
20,386
shares
|
$6.83 Million
1.22% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
20,348
shares
|
$6.82 Million
0.19% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,294
shares
|
$6.8 Million
0.1% of portfolio
|
Q3 2024
Added 353.7%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
20,287
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
20,080
shares
|
$6.73 Million
0.13% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
19,919
shares
|
$6.67 Million
0.11% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
19,912
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2024
Added 420.44%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
19,681
shares
|
$6.59 Million
0.02% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,876
shares
|
$6.32 Million
0.21% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
18,051
shares
|
$6.05 Million
0.72% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17,807
shares
|
$5.96 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
17,742
shares
|
$5.94 Million
0.06% of portfolio
|
Q4 2022
Reduced 9.88%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
17,228
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,226
shares
|
$5.77 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
16,677
shares
|
$5.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 53.38%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
16,666
shares
|
$5.58 Million
0.21% of portfolio
|
Q3 2024
New holding
|