Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree LPL Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding LPL

On this page, we present all of the funds holding LPL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LPL, with a link to that fund's top holdings. The next columns indicate the amount of LPL stock held by each of the funds holding LPL, followed by the LPL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 90 funds holding LPL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding LPL), click the fund name in the "Holder" column of the funds-holding-LPL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley5,350,398$25,789 12/31/2023
     LPL5,350,398$25,789 12/31/2023
Dimensional Fund Advisors LP3,885,114$18,739 12/31/2023
     LPL3,885,114$18,739 12/31/2023
American Century Companies Inc.806,540$3,888 12/31/2023
     LPL806,540$3,888 12/31/2023
Rhumbline Advisers524,103$2,526 12/31/2023
     LPL524,103$2,526 12/31/2023
State Street Corp443,475$2,138 12/31/2023
     LPL443,475$2,138 12/31/2023
Connor Clark & Lunn Investment Management Ltd.285,346$1,375 12/31/2023
     LPL285,346$1,375 12/31/2023
Veriti Management LLC273,567$1,319 12/31/2023
     LPL273,567$1,319 12/31/2023
CI Private Wealth LLC147,238$710 12/31/2023
     LPL147,238$710 12/31/2023
Vident Advisory LLC137,494$663 12/31/2023
     LPL137,494$663 12/31/2023
BlackRock Inc.117,165$565 12/31/2023
     LPL117,165$565 12/31/2023
Bank of America Corp DE105,629$509 12/31/2023
     LPL105,629$509 12/31/2023
Citadel Advisors LLC $489 12/31/2023
     LPL106,280$512 12/31/2023
     Put6,000$29 12/31/2023
     Call1,300$6 12/31/2023
Ethic Inc.101,352$489 12/31/2023
     LPL101,352$489 12/31/2023
Millennium Management LLC $347 12/31/2023
     LPL216,244$1,042 12/31/2023
     Put144,100$695 12/31/2023
Marshall Wace LLP66,617$321 12/31/2023
     LPL66,617$321 12/31/2023
The PNC Financial Services Group Inc.64,533$311 12/31/2023
     LPL64,533$311 12/31/2023
FMR LLC62,630$302 12/31/2023
     LPL62,630$302 12/31/2023
Cerity Partners LLC61,676$297 12/31/2023
     LPL61,676$297 12/31/2023
Mariner LLC54,721$264 12/31/2023
     LPL54,721$264 12/31/2023
Two Sigma Investments LP53,353$257 12/31/2023
     LPL53,353$257 12/31/2023
Sequoia Financial Advisors LLC52,277$252 12/31/2023
     LPL52,277$252 12/31/2023
Northern Trust Corp49,531$239 12/31/2023
     LPL49,531$239 12/31/2023
D. E. Shaw & Co. Inc.46,052$222 12/31/2023
     LPL46,052$222 12/31/2023
OLD Mission Capital LLC44,535$215 12/31/2023
     LPL44,535$215 12/31/2023
Bank of New York Mellon Corp41,786$201 12/31/2023
     LPL41,786$201 12/31/2023
BNP Paribas Arbitrage SA39,547$191 12/31/2023
     LPL39,547$191 12/31/2023
Point72 Asset Management L.P.37,800$182 12/31/2023
     LPL37,800$182 12/31/2023
Goldman Sachs Group Inc.37,517$181 12/31/2023
     LPL37,517$181 12/31/2023
JustInvest LLC35,010$169 12/31/2023
     LPL35,010$169 12/31/2023
Pathstone Holdings LLC33,366$161 12/31/2023
     LPL33,366$161 12/31/2023
Sivia Capital Partners LLC35,186$144 03/31/2024
     LPL35,186$144 03/31/2024
Orion Portfolio Solutions LLC29,770$143 12/31/2023
     LPL29,770$143 12/31/2023
Schonfeld Strategic Advisors LLC28,500$137 12/31/2023
     LPL28,500$137 12/31/2023
Inspire Advisors LLC27,202$131 12/31/2023
     LPL27,202$131 12/31/2023
Schechter Investment Advisors LLC27,110$131 12/31/2023
     LPL27,110$131 12/31/2023
PDS Planning Inc26,043$126 12/31/2023
     LPL26,043$126 12/31/2023
XTX Topco Ltd20,728$100 12/31/2023
     LPL20,728$100 12/31/2023
Intelligence Driven Advisers LLC19,608$95 12/31/2023
     LPL19,608$95 12/31/2023
Pinnacle Wealth Planning Services Inc.19,189$92 12/31/2023
     LPL19,189$92 12/31/2023
MQS Management LLC18,371$89 12/31/2023
     LPL18,371$89 12/31/2023
Two Sigma Advisers LP18,200$88 12/31/2023
     LPL18,200$88 12/31/2023
CWM LLC18,073$74 03/31/2024
     LPL18,073$74 03/31/2024
Ronald Blue Trust Inc.14,800$72 12/31/2023
     LPL14,800$72 12/31/2023
Drive Wealth Management LLC13,390$65 12/31/2023
     LPL13,390$65 12/31/2023
Virtu Financial LLC13,142$63 12/31/2023
     LPL13,142$63 12/31/2023
Coldstream Capital Management Inc.12,861$62 12/31/2023
     LPL12,861$62 12/31/2023
O Shaughnessy Asset Management LLC12,717$61 12/31/2023
     LPL12,717$61 12/31/2023
QRG Capital Management Inc.11,666$56 12/31/2023
     LPL11,666$56 12/31/2023
CAPROCK Group Inc.11,502$55 12/31/2023
     LPL11,502$55 12/31/2023
Alera Investment Advisors LLC10,914$53 12/31/2023
     LPL10,914$53 12/31/2023
Wealthstream Advisors Inc.10,999$53 12/31/2023
     LPL10,999$53 12/31/2023
Yousif Capital Management LLC11,085$53 12/31/2023
     LPL11,085$53 12/31/2023
Mercer Global Advisors Inc. ADV10,748$49 12/31/2023
     LPL10,748$49 12/31/2023
Xponance Inc.10,173$49 12/31/2023
     LPL10,173$49 12/31/2023
HighTower Advisors LLC10,050$48 12/31/2023
     LPL10,050$48 12/31/2023
Cubist Systematic Strategies LLC9,076$44 12/31/2023
     LPL9,076$44 12/31/2023
Tower Research Capital LLC TRC 8,984$43 12/31/2023
     LPL8,984$43 12/31/2023
EverSource Wealth Advisors LLC6,756$33 12/31/2023
     LPL6,756$33 12/31/2023
Sunbelt Securities Inc.7,886$32 03/31/2024
     LPL7,886$32 03/31/2024
Citigroup Inc.6,671$32 12/31/2023
     LPL6,671$32 12/31/2023
US Bancorp DE4,816$23 12/31/2023
     LPL4,816$23 12/31/2023
Wells Fargo & Company MN4,505$22 12/31/2023
     LPL4,505$22 12/31/2023
O Dell Group LLC4,554$22 12/31/2023
     LPL4,554$22 12/31/2023
GAMMA Investing LLC5,145$21 03/31/2024
     LPL5,145$21 03/31/2024
Glassman Wealth Services4,391$21 12/31/2023
     LPL4,391$21 12/31/2023
Investors Research Corp4,400$21 12/31/2023
     LPL4,400$21 12/31/2023
Rise Advisors LLC4,735$19 03/31/2024
     LPL4,735$19 03/31/2024
Quadrant Capital Group LLC2,886$14 12/31/2023
     LPL2,886$14 12/31/2023
UBS Group AG2,714$13 12/31/2023
     LPL2,714$13 12/31/2023
Simplex Trading LLC $8 12/31/2023
     LPL1,660$8 12/31/2023
     Put100$0 12/31/2023
Qube Research & Technologies Ltd1,557$8 12/31/2023
     LPL1,557$8 12/31/2023
Royal Bank of Canada1,312$7 12/31/2023
     LPL1,312$7 12/31/2023
JPMorgan Chase & Co.1,174$6 12/31/2023
     LPL1,174$6 12/31/2023
JFS Wealth Advisors LLC944$5 12/31/2023
     LPL944$5 12/31/2023
GWM Advisors LLC609$3 12/31/2023
     LPL609$3 12/31/2023
Advisor Group Holdings Inc.374$2 12/31/2023
     LPL374$2 12/31/2023
Geneos Wealth Management Inc.319$2 12/31/2023
     LPL319$2 12/31/2023
NBC Securities Inc.190$1 03/31/2024
     LPL190$1 03/31/2024
UMB Bank N A MO253$1 12/31/2023
     LPL253$1 12/31/2023
Gradient Investments LLC197$1 12/31/2023
     LPL197$1 12/31/2023
Steward Partners Investment Advisory LLC304$1 12/31/2023
     LPL304$1 12/31/2023
Principal Securities Inc.28$0 12/31/2023
     LPL28$0 12/31/2023
Proequities Inc. $0 12/31/2023
     LPL0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Clearstead Advisors LLC82$0 12/31/2023
     LPL82$0 12/31/2023
Signaturefd LLC1$0 12/31/2023
     LPL1$0 12/31/2023
Advisory Services Network LLC92$0 12/31/2023
     LPL92$0 12/31/2023
Parallel Advisors LLC61$0 12/31/2023
     LPL61$0 12/31/2023
Global Retirement Partners LLC56$0 12/31/2023
     LPL56$0 12/31/2023
Bell Investment Advisors Inc97$0 12/31/2023
     LPL97$0 12/31/2023
True Wealth Design LLC70$0 12/31/2023
     LPL70$0 12/31/2023
Group One Trading L.P.500$-1 12/31/2023
     Put700$3 12/31/2023
     Call500$2 12/31/2023

See Summary: Institutional Holders of LPL
See Details: Top 10 Hedge Funds Holding LPL
Also See: LPL Holdings Changes

Funds Holding LPL | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.