19 institutions reported holding $227.1M of LPL FINL HLDGS INC (LPLA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($210.4M), REINHART PARTNERS, LLC. ($5.2M), PensionDanmark Pensionsforsikringsaktieselskab ($3.5M), Gradient Investments LLC ($3.3M), CGN Advisors LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $210.4M | 747,086 | Added |
| 2 | REINHART PARTNERS, LLC. | $5.2M | 18,559 | Trimmed |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $3.5M | 12,320 | New |
| 4 | Gradient Investments LLC | $3.3M | 11,655 | Added |
| 5 | CGN Advisors LLC | $1.9M | 6,679 | Added |
| 6 | TT International Asset Management LTD | $1.2M | 3,952 | Trimmed |
| 7 | Avior Wealth Management, LLC | $547,050 | 1,942 | Trimmed |
| 8 | Central Pacific Bank - Trust Division | $346,466 | 1,230 | Added |
| 9 | Thrive Wealth Management, LLC | $307,031 | 1,090 | Trimmed |
| 10 | GAMMA Investing LLC | $241,963 | 859 | Added |
| 11 | CoreCap Advisors, LLC | $60,873 | 216 | Added |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $58,871 | 209 | New |
| 13 | Versant Capital Management, Inc | $52,956 | 188 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $29,013 | 103 | Trimmed |
| 15 | CX Institutional | $17,000 | 61 | Added |
| 16 | EASTERN BANK | $14,084 | 50 | Hold |
| 17 | KERR FINANCIAL PLANNING Corp | $11,247 | 40 | Hold |
| 18 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30