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 787 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
19,254
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
19,181
shares
|
$6.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
19,147
shares
|
$6.26 Million
0.18% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
18,816
shares
|
$6.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
18,733
shares
|
$6.13 Million
0.06% of portfolio
|
Q4 2024
Added 110.65%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
18,406
shares
|
$6.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.25%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,104
shares
|
$5.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.67%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
18,034
shares
|
$5.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
17,907
shares
|
$5.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 39.91%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
17,742
shares
|
$5.8 Million
0.08% of portfolio
|
Q4 2022
Reduced 9.88%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
17,400
shares
|
$5.69 Million
0.04% of portfolio
|
Q4 2024
Added 143.9%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
17,228
shares
|
$5.64 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,916
shares
|
$5.53 Million
0.02% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,632
shares
|
$5.44 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
16,500
shares
|
$5.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
16,217
shares
|
$5.31 Million
0.1% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
16,000
shares
|
$5.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.88%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
15,876
shares
|
$5.19 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
15,794
shares
|
$5.17 Million
0.07% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
15,532
shares
|
$5.08 Million
0.06% of portfolio
|
Q4 2024
Added 47.03%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
15,500
shares
|
$5.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
15,492
shares
|
$5.07 Million
4.18% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
15,424
shares
|
$5.05 Million
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Pinnbrook Capital Management LP
|
Jan 31, 2025 Q4 2024 |
15,285
shares
|
$5 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,200
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Added 18.91%
|