LPLA — Lpl Finl Hldgs Inc Institutional Holders · Q3 2026

Name: Who Owns LPLA? 28 Institutions Hold $26.3M (Q3 2026)
Creator: ko.io

Who owns Lpl Finl Hldgs Inc (LPLA)? 28 institutions reported holding $26.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($7.0M), Reinhart Partners, Llc. ($4.7M), Argent Capital Management LLC ($4.7M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$7.0M	23,042	Hold
2	REINHART PARTNERS, LLC.	$4.7M	15,283	Trimmed
3	ARGENT CAPITAL MANAGEMENT LLC	$4.7M	15,246	Trimmed
4	Gradient Investments LLC	$3.0M	9,829	Trimmed
5	Bell Asset Management Ltd	$2.8M	9,116	Trimmed
6	Farther Finance Advisors, LLC	$802,746	2,625	Added
7	Wedmont Private Capital	$760,983	2,320	Added
8	VALLEY WEALTH MANAGERS, INC.	$753,797	2,465	Added
9	Legacy Wealth Asset Management, LLC	$425,062	1,390	Added
10	Central Pacific Bank - Trust Division	$376,134	1,230	Hold
11	GAMMA Investing LLC	$262,682	859	Hold
12	WoodTrust Financial Corp	$215,000	702	New
13	BAKER TILLY WEALTH MANAGEMENT, LLC	$201,828	660	Trimmed
14	CoreCap Advisors, LLC	$71,934	235	Added
15	CX Institutional	$69,000	225	Added
16	Versant Capital Management, Inc	$61,466	201	Added
17	Trust Co	$31,497	103	Added
18	MassMutual Private Wealth & Trust, FSB	$26,605	87	Trimmed
19	EASTERN BANK	$15,290	50	Hold
20	GK Wealth Management LLC	$9,594	31	New
21	ELEVATION WEALTH PARTNERS, LLC	$4,282	14	New
22	Wealth Enhancement Trust Services, Inc.	$3,670	12	Trimmed
23	Rosenberg Matthew Hamilton	$3,058	10	Hold
24	Planning Strategies Inc.	$1,529	5	Hold
25	Davis Capital Management	$917	3	Added

Source: SEC Form 13F filings · as of 2026-09-30