LPL Financial Ownership | Who Owns LPL Financial?

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LPL Financial Ownership Summary

LPL Financial is owned by 103.88% institutional investors, 0.40% insiders. Vanguard group is the largest institutional shareholder, holding 10.18% of LPLA shares. Dodge & Cox Stock I is the top mutual fund, with 3.77% of its assets in LPL Financial shares.

LPLA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LPL Financial	103.88%	0.40%	-4.28%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Capital Markets Stocks	50.17%	16.72%	33.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.15M	10.18%	$2.91B
Blackrock	5.30M	7.11%	$1.48B
Blackrock funding, inc. /de	4.73M	5.91%	$1.33B
Dodge & cox	4.58M	5.72%	$1.29B
Boston partners	4.25M	5.31%	$1.20B
Janus henderson group	3.67M	4.66%	$1.10B
Vanguard capital management	3.61M	4.51%	$1.02B
Principal financial group	2.68M	3.35%	$756.31M
Samlyn capital	2.41M	3.00%	$677.62M
Capital world investors	2.34M	2.92%	$660.05M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teca partners, lp	54.44K	13.18%	$15.33M
Darlington partners capital management, lp	993.01K	12.35%	$279.71M
Samlyn capital	2.41M	11.03%	$677.62M
Surgocap partners lp	1.06M	9.68%	$299.49M
Solel partners lp	137.00K	6.56%	$38.59M
Azora capital lp	525.87K	6.24%	$148.13M
Heron bay capital management	235.26K	6.00%	$66.27M
Family wealth partners	69.07K	5.97%	$19.46M
Fairview capital investment management	382.96K	5.69%	$107.87M
Hmi capital management	118.60K	4.69%	$33.41M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	1.70M	0.04%	1.34M
Norges bank	1.05M	0.03%	1.05M
Marshall wace, llp	975.63K	0.22%	975.63K
Assenagon asset management	747.09K	0.26%	730.61K
Jane street group	642.48K	0.01%	543.87K

Top Sellers

Holder	Shares	% Assets	Change
Massachusetts financial services co /ma/	1.46M	0.13%	-2.41M
Capital research global investors	-	-	-1.58M
Winslow capital management	-	-	-1.18M
Lone pine capital	1.22M	2.10%	-830.87K
Blackrock	5.30M	0.03%	-774.55K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.05M	0.03%	1.05M	$297.04M
Sixth street partners management company	481.37K	0.02%	481.37K	$135.59M
Castle hook partners lp	406.92K	0.53%	406.92K	$114.62M
Qube research	344.50K	0.09%	344.50K	$97.04M
Capricorn fund managers	194.81K	4.33%	194.81K	$54.87M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Hhm wealth advisors	-1.00
Johnson financial group	-1.00
Atticus wealth management	-1.00
Laurel wealth advisors	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	786	-1.01%	83,223,856	1.01%	103	0.98%	347	-7.71%	304	12.59%
Mar 31, 2026	625	-25.68%	53,984,180	-33.63%	68	0.66%	289	-31.03%	216	-21.17%
Dec 31, 2025	710	-8.39%	68,858,090	-12.36%	86	0.89%	341	-3.94%	243	-10.66%
Sep 30, 2025	381	-53.08%	24,005,043	-69.73%	31	0.30%	175	-61.37%	129	-50.38%
Jun 30, 2025	794	-0.38%	79,254,480	3.13%	102	0.97%	444	-0.67%	253	16.05%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	3.02M	3.77%	226.30K
Vanguard MStar Total Stk Mkt Idx Invest	2.55M	3.23%	7.43K
Vanguard Total Stock Mkt Idx Inv	2.54M	3.17%	-10.54K
Vanguard Morn Total Stk Mkt Idx Investor	2.54M	3.17%	-10.54K
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Janus Henderson Enterprise D	2.23M	2.83%	-
Janus Inst Mid Cap Growth CF	2.23M	2.78%	397.53K
Janus Henderson Mid Cap Growth MA	2.23M	2.78%	2.23M
Principal Aligned MidCap Equity	1.99M	2.49%	3.99K
Principal MidCap R5	1.82M	2.31%	-168.02K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 27, 2026	Jambusaria Aneri	Group Managing Director	Sell	$110.07K
Aug 20, 2026	Gates Greg	Group Managing Director	Sell	$1.46M
Jul 31, 2026	Enyedi Matthew	Group Managing Director	Sell	$104.60K
Jul 31, 2026	Enyedi Matthew	Group Managing Director	Sell	$66.35K
Jul 31, 2026	Enyedi Matthew	Group Managing Director	Sell	$163.33K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	6
2026 Q2	-	7
2026 Q1	-	12
2025 Q4	-	26
2025 Q3	-	37

LPLA Ownership FAQ

Who Owns LPL Financial?

LPL Financial shareholders are primarily institutional investors at 103.88%, followed by 0.40% insiders and -4.28% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 50.17%, which LPL Financial exceeds.

Who owns the most shares of LPL Financial?

LPL Financial’s largest shareholders are Vanguard group (8.15M shares, 10.18%), Blackrock (5.3M shares, 7.11%), and Blackrock funding, inc. /de (4.73M shares, 5.91%). Together, they hold 23.20% 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?

Teca partners, lp is LPL Financial’s biggest shareholder by percentage of total assets invested, with 13.18% of its assets in 54.44K LPL Financial shares, valued at 15.33M$.

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

Dodge & Cox Stock I is the top mutual fund holder of LPL Financial shares, with 3.77% of its total shares outstanding invested in 3.02M LPL Financial shares.

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