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 3.31% 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	28.28%	14.21%	57.51%

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
Family wealth partners	102.00K	13.13%	$36.43M
Teca partners, lp	48.48K	10.17%	$16.13M
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
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
Lone pine capital	2.26M	5.46%	$750.45M
Azora capital lp	353.36K	5.45%	$117.56M

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
Perpetual	101.43K	0.52%	101.43K	$36.23M
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
Davis capital management	-1.00
Atticus wealth management	-1.00
Tfc financial management	-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	2.65M	3.31%	364.30K
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Vanguard Total Stock Mkt Idx Inv	2.53M	3.16%	5.50K
American Funds Growth Fund of Amer A	2.47M	3.09%	609.64K
Capital Group Growth Fnd of Amer Comp	2.47M	3.09%	609.64K
Principal MidCap R5	1.74M	2.17%	1.74M
Vanguard Mid Cap Index Institutional	1.73M	2.16%	-9.04K
Janus Inst Mid Cap Growth CF	1.70M	2.12%	176.93K
Janus Henderson Enterprise D	1.70M	2.12%	176.93K
Principal Aligned MidCap Equity	1.46M	1.82%	-39.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 10, 2026	Cohen Marc Eliot	Group Managing Director	Sell	$337.04K
Mar 09, 2026	Cohen Marc Eliot	Group Managing Director	Sell	$682.96K
Mar 02, 2026	Jambusaria Aneri	Group Managing Director	Sell	$94.25K
Feb 26, 2026	Enyedi Matthew	Group Managing Director	Sell	$213.78K
Feb 26, 2026	Enyedi Matthew	Group Managing Director	Sell	$147.41K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	12
2025 Q4	-	26
2025 Q3	-	37
2025 Q2	-	9
2025 Q1	-	13

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 28.28%, 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?

Family wealth partners is LPL Financial’s biggest shareholder by percentage of total assets invested, with 13.13% of its assets in 102K LPL Financial shares, valued at 36.43M$.

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 3.31% of its total shares outstanding invested in 2.65M LPL Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools