LPL Financial Ownership | Who Owns LPL Financial?

Overview Forecast RevenueFinancials Chart Transcripts

LPL Financial Ownership Summary

LPL Financial is owned by 86.02% institutional investors, 0.52% insiders, and 13.46% 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	86.02%	0.52%	13.46%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.36%	14.01%	57.63%

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	4.99M	6.34%	$1.78B
Massachusetts financial services co /ma/	3.72M	4.65%	$1.33B
Capital world investors	3.63M	4.61%	$1.29B
Boston partners	3.55M	4.51%	$1.27B
Dodge & cox	3.33M	4.31%	$1.11B
Janus henderson group	3.05M	4.08%	$996.03M
Kayne anderson rudnick investment management	2.48M	3.21%	$825.94M
Lone pine capital	2.26M	2.92%	$750.45M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teca partners, lp	48.48K	10.17%	$16.13M
Lynwood price capital management lp	59.50K	9.62%	$17.90M
Surgocap partners lp	994.28K	9.20%	$330.79M
Darlington partners capital management, lp	785.74K	8.82%	$261.41M
Fairview capital investment management	437.90K	7.39%	$145.69M
Wright fund management	71.53K	7.35%	$21.52M
Family wealth partners	71.53K	7.35%	$21.52M
Samlyn capital	1.35M	6.16%	$447.97M
Lts one management lp	50.00K	5.93%	$16.63M
Solel partners lp	87.00K	5.57%	$28.94M

Top Buyers

Holder	Shares	% Assets	Change
Barrow hanley mewhinney & strauss	1.26M	1.50%	1.26M
Norges bank	1.04M	0.04%	1.04M
Capital world investors	3.63M	0.18%	996.81K
Dodge & cox	3.33M	0.60%	627.55K
Janus henderson group	3.05M	0.51%	522.03K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.58M
Fmr	1.12M	0.02%	-1.33M
Winslow capital management	-	-	-1.18M
Jennison associates	111.67K	0.02%	-993.28K
Blackrock	5.30M	0.03%	-774.55K

New Positions

Holder	Shares	% Assets	Change	Value
Barrow hanley mewhinney & strauss	1.26M	1.50%	1.26M	$450.49M
Norges bank	1.04M	0.04%	1.04M	$371.62M
Cantillon capital management	369.07K	0.71%	369.07K	$131.82M
Wright fund management	71.53K	7.35%	71.53K	$21.52M
Strive asset management	40.00K	0.00%	40.00K	$8.98M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Hhm wealth advisors	-1.00
Atticus wealth management	-1.00
Davis capital management	-1.00
Creative financial designs inc /adv	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	670	1.21%	64,499,168	-9.34%	86	0.95%	339	4.31%	246	4.24%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	2.79M	3.48%	140.90K
Vanguard Total Stock Mkt Idx Inv	2.55M	3.18%	17.31K
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Principal Aligned MidCap Equity	1.98M	2.48%	523.73K
Principal MidCap R5	1.98M	2.48%	3.34K
Janus Henderson Enterprise D	1.74M	2.17%	37.41K
Vanguard Mid Cap Index Institutional	1.73M	2.16%	-9.65K
Janus Inst Mid Cap Growth CF	1.70M	2.12%	176.93K
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 86.02%, followed by 0.52% insiders and 13.46% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 28.36%, 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 (4.99M shares, 6.34%). Together, they hold 23.63% 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 10.17% of its assets in 48.48K LPL Financial shares, valued at 16.13M$.

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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