LPL Financial Holdings Inc. Common Stock — Institutional Ownership
Which tracked institutions hold LPLA, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
4
Funds holding
$197248770
Total value held
Buying
4 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $115470138 | 383839 | +18455 | +5.05% |
| 2 | Ameriprise Financial Inc | $79641170 | 264733 | +103323 | +64.01% |
| 3 | Allstate Corp | $2134091 | 5975 | +3017 | +101.99% |
| 4 | Amalgamated Financial Corp. | $3371 | 18455 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.