LPL Financial Ownership | Who Owns LPL Financial?

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LPL Financial Ownership Summary

LPL Financial is owned by 2.95% institutional investors, 0.54% insiders, and 96.51% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% of LPLA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in LPL Financial shares.

LPLA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LPL Financial	2.95%	0.54%	96.51%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Capital Markets Stocks	37.92%	18.86%	43.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	7.22M	9.65%	$2.36B
Blackrock	5.30M	7.11%	$1.48B
Blackrock funding, inc. /de	4.77M	6.37%	$1.56B
Janus henderson group	3.05M	4.08%	$996.03M
Fmr	2.96M	3.96%	$966.05M
Kayne anderson rudnick investment management	2.66M	3.56%	$868.76M
Lone pine capital	1.92M	2.57%	$627.80M
Boston partners	1.89M	2.53%	$526.53M
State street	1.70M	2.28%	$475.64M
Wcm investment management	1.64M	2.20%	$536.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Family wealth partners	107.86K	16.74%	$35.22M
Surgocap partners lp	709.27K	11.93%	$231.58M
Teca partners, lp	52.88K	11.00%	$17.26M
Darlington partners capital management, lp	970.74K	10.61%	$317.57M
Fairview capital investment management	478.00K	8.09%	$156.07M
Samlyn capital	1.57M	7.76%	$513.63M
Heron bay capital management	85.59K	5.84%	$27.95M
Clarkston capital partners	872.28K	5.46%	$284.81M
Azora capital lp	422.92K	5.44%	$118.12M
Solel partners lp	87.00K	5.27%	$28.46M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	936.41K	0.04%	936.41K
Raymond james financial	906.50K	0.11%	906.50K
Janus henderson group	3.05M	0.51%	522.03K
Balyasny asset management	471.49K	0.23%	471.49K
Dodge & cox	470.11K	0.09%	454.55K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.58M
First trust advisors lp	10.02K	0.00%	-981.01K
Blackrock	5.30M	0.03%	-774.55K
Millennium management	126.28K	0.02%	-773.10K
Fmr	2.96M	0.06%	-363.85K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	936.41K	0.04%	936.41K	$305.75M
Raymond james financial	906.50K	0.11%	906.50K	$295.98M
Balyasny asset management	471.49K	0.23%	471.49K	$153.95M
Artisan partners limited partnership	417.87K	0.21%	417.87K	$136.44M
Alyeska investment group	416.61K	0.51%	416.61K	$136.03M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Tfc financial management	-1.00
Abich financial wealth management	-1.00
Ghp investment advisors	-3.00
Tfo-tdc	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	13	-98.24%	2,202,850	-96.91%	2	0.03%	5	-98.65%	5	-98.14%
Dec 31, 2024	670	1.21%	64,499,168	-9.34%	86	0.95%	339	4.31%	246	4.24%
Sep 30, 2024	653	-4.25%	71,015,179	-1.34%	94	1.02%	320	-12.81%	233	11.48%
Jun 30, 2024	672	2.44%	71,963,604	0.31%	96	1.11%	361	6.80%	208	0.97%
Mar 31, 2024	656	4.79%	71,742,940	0.74%	93	1.07%	338	25.65%	206	-19.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.54M	3.18%	120.56K
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Vanguard Mid Cap Index Institutional	1.72M	2.16%	71.23K
Janus Inst Mid Cap Growth CF	1.52M	2.04%	414.61K
Janus Henderson Enterprise D	1.52M	1.90%	-
Fidelity Magellan	1.19M	1.59%	1.19M
Vanguard Institutional Extnd Mkt Idx Tr	1.23M	1.53%	51.73K
Capital Group AMCAP Composite	1.13M	1.51%	-21.11K
VA CollegeAmerica Amcap 529A	1.13M	1.51%	-21.11K
JHancock Disciplined Value Mid Cap I	1.10M	1.38%	-37.14K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 05, 2025	Gates Greg	Group Managing Director	Sell	$103.27K
Jun 05, 2025	Gates Greg	Group Managing Director	Sell	$53.84K
Jun 05, 2025	Gates Greg	Group Managing Director	Sell	$71.33K
Jun 05, 2025	Gates Greg	Group Managing Director	Sell	$22.33K
Jun 05, 2025	Gates Greg	Group Managing Director	Sell	$155.33K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	-	13
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1

LPLA Ownership FAQ

Who Owns LPL Financial?

LPL Financial shareholders are primarily institutional investors at 2.95%, followed by 0.54% insiders and 96.51% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 37.92%, which LPL Financial falls below.

Who owns the most shares of LPL Financial?

LPL Financial’s largest shareholders are Vanguard group (7.22M shares, 9.65%), Blackrock (5.3M shares, 7.11%), and Blackrock funding, inc. /de (4.77M shares, 6.37%). Together, they hold 23.14% of LPL Financial’s total shares outstanding.

Does Blackrock own LPL Financial?

Yes, BlackRock owns 7.11% of LPL Financial, totaling 5.3M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.48B$. In the last quarter, BlackRock decreased its holdings by -775K shares, a -12.75% change.

Who is LPL Financial’s biggest shareholder by percentage of total assets invested?

Family wealth partners is LPL Financial’s biggest shareholder by percentage of total assets invested, with 16.74% of its assets in 107.86K LPL Financial shares, valued at 35.22M$.

Who is the top mutual fund holder of LPL Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of LPL Financial shares, with 3.18% of its total shares outstanding invested in 2.54M LPL Financial shares.

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