LPL Financial Ownership | Who Owns LPL Financial?

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LPL Financial Ownership Summary

LPL Financial is owned by 68.61% institutional investors, 0.38% insiders, and 31.01% retail investors. Vanguard group is the largest institutional shareholder, holding 10.18% of LPLA shares. Dodge & Cox Stock I is the top mutual fund, with 3.48% of its assets in LPL Financial shares.

LPLA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LPL Financial	68.61%	0.38%	31.01%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

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	4.97M	6.32%	$1.50B
Dodge & cox	4.15M	5.27%	$1.25B
Boston partners	4.13M	5.25%	$1.24B
Massachusetts financial services co /ma/	3.87M	4.92%	$1.17B
Janus henderson group	3.67M	4.66%	$1.10B
Principal financial group	2.64M	3.35%	$793.16M
Samlyn capital	2.32M	2.95%	$698.94M
Capital world investors	2.31M	2.94%	$695.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Darlington partners capital management, lp	893.01K	12.07%	$268.64M
Samlyn capital	2.32M	11.92%	$698.94M
Teca partners, lp	50.08K	10.39%	$15.06M
Surgocap partners lp	1.02M	10.25%	$307.10M
Lynwood price capital management lp	59.50K	9.62%	$17.90M
Azora capital lp	427.34K	8.45%	$128.56M
Family wealth partners	71.53K	7.35%	$21.52M
Wright fund management	71.53K	7.35%	$21.52M
Heron bay capital management	249.21K	6.91%	$74.97M
Fairview capital investment management	391.69K	6.40%	$117.83M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.04M	0.04%	1.04M
Samlyn capital	2.32M	11.92%	744.10K
Principal financial group	2.64M	0.42%	702.06K
Fmr	1.30M	0.02%	632.71K
Millennium management	890.25K	0.11%	585.54K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.58M
Capital world investors	2.31M	0.09%	-1.31M
Winslow capital management	-	-	-1.18M
Blackrock	5.30M	0.03%	-774.55K
Kayne anderson rudnick investment management	1.68M	1.48%	-618.46K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.04M	0.04%	1.04M	$371.62M
Vanguard fiduciary trust	508.29K	0.04%	508.29K	$152.91M
Vanguard asset management	136.89K	0.04%	136.89K	$41.18M
Champlain investment partners	101.05K	0.39%	101.05K	$30.40M
Wright fund management	71.53K	7.35%	71.53K	$21.52M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Davis capital management	-1.00
Hhm wealth advisors	-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 %
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%
Mar 31, 2025	13	-98.24%	2,202,850	-96.91%	2	0.03%	5	-98.65%	5	-98.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	2.79M	3.48%	140.90K
Vanguard Total Stock Mkt Idx Inv	2.56M	3.19%	6.17K
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Principal MidCap R5	1.99M	2.49%	3.99K
Principal Aligned MidCap Equity	1.98M	2.48%	523.73K
Janus Inst Mid Cap Growth CF	1.83M	2.29%	129.85K
Janus Henderson Enterprise D	1.83M	2.29%	92.44K
Vanguard Mid Cap Index Institutional	1.73M	2.17%	4.04K
American Funds Growth Fund of Amer A	1.61M	2.01%	-857.06K
Capital Group Growth Fnd of Amer Comp	1.61M	2.01%	-857.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 15, 2026	Audette Matthew J	President and CFO	Sell	$62.06K
Apr 14, 2026	Audette Matthew J	President and CFO	Sell	$107.25K
Apr 14, 2026	Audette Matthew J	President and CFO	Sell	$45.34K
Apr 15, 2026	Audette Matthew J	President and CFO	Sell	$72.04K
Apr 15, 2026	Audette Matthew J	President and CFO	Sell	$197.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	6
2026 Q1	-	12
2025 Q4	-	26
2025 Q3	-	37
2025 Q2	-	9

LPLA Ownership FAQ

Who Owns LPL Financial?

LPL Financial shareholders are primarily institutional investors at 68.61%, followed by 0.38% insiders and 31.01% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 33.12%, 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 (4.97M shares, 6.32%). Together, they hold 23.61% 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?

Darlington partners capital management, lp is LPL Financial’s biggest shareholder by percentage of total assets invested, with 12.07% of its assets in 893.01K LPL Financial shares, valued at 268.64M$.

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 3.48% of its total shares outstanding invested in 2.79M LPL Financial shares.

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