LPL Financial Ownership | Who Owns LPL Financial?
LPL Financial Ownership Summary
LPL Financial is owned by 102.52% institutional investors, 0.53% insiders. Vanguard group is the largest institutional shareholder, holding 9.65% of LPLA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.17% of its assets in LPL Financial shares.
LPLA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | LPL Financial | 102.52% | 0.53% | -3.05% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Capital Markets Stocks | 45.78% | 17.11% | 37.11% |
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 | 4.83M | 6.25% | $1.81B |
| Janus henderson group | 3.05M | 4.08% | $996.03M |
| Fmr | 2.96M | 3.96% | $966.05M |
| Dodge & cox | 2.70M | 3.49% | $1.01B |
| Kayne anderson rudnick investment management | 2.56M | 3.31% | $958.97M |
| Massachusetts financial services co /ma/ | 2.44M | 3.16% | $915.74M |
| Boston partners | 1.89M | 2.53% | $526.53M |
| Lone pine capital | 1.87M | 2.42% | $702.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Family wealth partners | 111.90K | 16.79% | $41.96M |
| Surgocap partners lp | 881.40K | 12.48% | $330.50M |
| Darlington partners capital management, lp | 970.74K | 10.61% | $317.57M |
| Fairview capital investment management | 445.13K | 8.64% | $166.91M |
| Azora capital lp | 472.35K | 8.01% | $177.12M |
| Teca partners, lp | 26.77K | 7.01% | $10.04M |
| Samlyn capital | 1.22M | 6.26% | $455.69M |
| Heron bay capital management | 85.59K | 5.84% | $27.95M |
| Solel partners lp | 87.00K | 5.27% | $28.46M |
| Winmill | 48.86K | 5.09% | $18.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dodge & cox | 2.70M | 0.57% | 1.18M |
| Norges bank | 936.41K | 0.04% | 936.41K |
| Massachusetts financial services co /ma/ | 2.44M | 0.29% | 926.12K |
| Janus henderson group | 3.05M | 0.51% | 522.03K |
| Jennison associates | 1.40M | 0.31% | 443.38K |
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 |
| Marshall wace, llp | 20.52K | 0.01% | -656.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 936.41K | 0.04% | 936.41K | $305.75M |
| Egerton capital (uk) llp | 257.71K | 0.97% | 257.71K | $84.14M |
| Ghisallo capital management | 173.50K | 1.74% | 173.50K | $65.06M |
| Zurich insurance group ltd/fi | 99.45K | 0.29% | 99.45K | $37.29M |
| Shellback capital, lp | 76.50K | 1.91% | 76.50K | $28.69M |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -1.00 |
| Tfc financial management | -1.00 |
| American capital advisory | -1.00 |
| Hhm wealth advisors | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 2.37M | 3.17% | 1.75K |
| Vanguard Total Stock Mkt Idx Inv | 2.51M | 3.14% | -58.40K |
| Dodge & Cox Stock I | 1.83M | 2.29% | 1.83M |
| Vanguard Mid Cap Index Institutional | 1.78M | 2.23% | 19.22K |
| Janus Inst Mid Cap Growth CF | 1.52M | 1.90% | - |
| Janus Henderson Enterprise D | 1.52M | 1.90% | - |
| Principal MidCap R5 | 1.44M | 1.80% | 222.92K |
| Fidelity Magellan | 1.19M | 1.59% | 1.19M |
| Principal Aligned MidCap Equity | 1.23M | 1.53% | 448.70K |
| Capital Group AMCAP Composite | 1.13M | 1.51% | -21.11K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 05, 2025 | Gates Greg | Group Managing Director | Sell | $108.53K |
| Sep 05, 2025 | Gates Greg | Group Managing Director | Sell | $26.21K |
| Sep 05, 2025 | Gates Greg | Group Managing Director | Sell | $3.63K |
| Sep 05, 2025 | Gates Greg | Group Managing Director | Sell | $29.95K |
| Sep 05, 2025 | Gates Greg | Group Managing Director | Sell | $9.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 37 |
| 2025 Q2 | - | 9 |
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
LPLA Ownership FAQ
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