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 Jun 30, 2026. Source: SEC 13-F filings.
5
Funds holding
$134957040
Total value held
Buying
3 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $98662602 | 350265 | -33574 | -8.75% |
| 2 | Ameriprise Financial Inc | $35156178 | 124822 | +124822 | NEW BUY |
| 3 | Allstate Corp | $1081651 | 3840 | -2135 | -35.73% |
| 4 | First Horizon Corp | $53238 | 189 | +189 | NEW BUY |
| 5 | Amalgamated Financial Corp. | $3371 | 18455 | +18455 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.