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LPL Financial (LPLA) Institutional Ownership

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$379.22 -1.17 (-0.31%)
Closing price 04:00 PM Eastern
Extended Trading
$378.40 -0.82 (-0.22%)
As of 07:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
527
Total
Institutional Inflows
(last 12 months)
$6.80B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$4.50B
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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025Compass Financial Services Inc229$75K0.0%+14.5%0.000%
6/4/2025 First Hawaiian Bank4,482$1.47M0.1%-15.3%0.006%
5/28/2025 Strs Ohio4,157$1.36M0.0%N/A0.005%
5/23/2025 Siren L.L.C.7,500$2.45M0.1%N/A0.009%
5/22/2025 Mattson Financial Services LLC594$194K0.1%+15.1%0.001%
5/21/2025 Acadian Asset Management LLC371$121K0.0%N/A0.000%
5/20/2025 Intech Investment Management LLC4,363$1.43M0.0%-36.0%0.005%
5/20/2025 Focus Partners Wealth4,360$1.43M0.0%+12.2%0.005%
5/20/2025 Flaharty Asset Management LLC256$84K0.0%N/A0.000%
5/20/2025 Anchor Investment Management LLC9,771$3.20M0.3%+0.8%0.012%
5/19/2025 SCS Capital Management LLC72,528$23.73M0.3%N/A0.091%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC607,561$198.76M0.1%+4.5%0.760%
5/16/2025 Woodline Partners LP5,000$1.64M0.0%N/A0.006%
5/16/2025 Empowered Funds LLC11,493$3.76M0.1%-5.1%0.014%
5/16/2025 Logan Capital Management Inc.40,276$13.18M0.6%-2.3%0.050%
5/16/2025 Voleon Capital Management LP 13,056$4.27M0.3%+87.6%0.016%
5/16/2025 Goldman Sachs Group Inc.209,126$68.41M0.0%+0.5%0.261%
5/16/2025 Jones Financial Companies Lllp47,273$15.47M0.0%+34,155.8%0.059%
5/16/2025 Third Point LLC625,000$204.46M3.1%-4.6%0.781%
5/16/2025 Samlyn Capital LLC1,401,255$458.41M6.8%-10.9%1.752%
5/16/2025 Palestra Capital Management LLC399,210$130.60M5.1%+21.6%0.499%
5/16/2025 Petrus Trust Company LTA2,072$678K0.1%+57.1%0.003%
5/16/2025 Nissay Asset Management Corp Japan ADV9,295$3.04M0.0%+1.4%0.012%
5/16/2025 NewEdge Advisors LLC3,525$1.15M0.0%+42.7%0.004%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,149$376K0.0%-2.5%0.001%
5/16/2025 Integrated Wealth Concepts LLC3,863$1.26M0.0%+1.9%0.005%
5/16/2025 HMI Capital Management L.P.286,711$93.80M5.1%-28.5%0.358%
5/16/2025 EFG Asset Management North America Corp.3,025$990K0.2%N/A0.004%
5/16/2025 Eminence Capital LP523,113$171.13M2.9%-6.4%0.654%
5/16/2025 Cinctive Capital Management LP32,584$10.66M0.8%-52.6%0.041%
5/16/2025 Concorde Asset Management LLC1,830$583K0.3%-7.9%0.002%
5/16/2025 Boothbay Fund Management LLC29,084$9.52M0.3%N/A0.036%
5/16/2025 Bain Capital Public Equity Management II LLC9,308$3.05M0.2%N/A0.012%
5/16/2025 Bain Capital Public Equity LP692$226K0.2%N/A0.001%
5/16/2025 Alliancebernstein L.P.759,206$248.37M0.1%+550.5%0.949%
5/16/2025 AQR Capital Management LLC58,059$18.99M0.0%+34.8%0.073%
5/16/2025 Advisors Asset Management Inc.1,511$494K0.0%-27.4%0.002%
5/16/2025 Alyeska Investment Group L.P.228,371$74.71M0.3%-45.2%0.286%
5/16/2025 Amundi99,028$30.97M0.0%-31.9%0.124%
5/16/2025 Adage Capital Partners GP L.L.C.45,000$14.72M0.0%+50.0%0.056%
Trump Nominates “Next Elon” (Ad)

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5/15/2025 Southpoint Capital Advisors LP400,000$130.86M3.1%-33.3%0.504%
5/15/2025 HBK Investments L P10,000$3.27M0.1%N/A0.013%
5/15/2025 Maverick Capital Ltd.320,780$104.94M1.9%-45.4%0.404%
5/15/2025 Focus Partners Advisor Solutions LLC112,946$36.95M0.6%+8.1%0.142%
5/15/2025 Point72 Europe London LLP19,996$6.54M0.4%-35.5%0.025%
5/15/2025 Royal Bank of Canada175,855$57.53M0.0%+3.4%0.222%
5/15/2025 MAI Capital Management2,871$939K0.0%+1.6%0.004%
5/15/2025 Sculptor Capital LP20,000$6.54M0.1%N/A0.025%
5/15/2025 Junto Capital Management LP397,366$129.99M2.7%-2.1%0.501%
5/15/2025 Baird Financial Group Inc.6,010$1.97M0.0%-28.8%0.008%
5/15/2025 Azora Capital LP442,434$144.74M9.8%+6.3%0.558%
5/15/2025 Vident Advisory LLC2,750$900K0.0%-22.0%0.003%
5/15/2025 The Manufacturers Life Insurance Company 235,994$77.20M0.1%-4.7%0.297%
5/15/2025 Canada Pension Plan Investment Board329,607$107.83M0.1%-8.6%0.415%
5/15/2025 WPG Advisers LLC510$167K0.2%N/A0.001%
5/15/2025 Siren L.L.C.7,500$2.45M0.1%N/A0.009%
5/15/2025 Gerber Kawasaki Wealth & Investment Management7,988$2.61M0.1%+16.0%0.010%
5/15/2025 Itau Unibanco Holding S.A.1,737$568K0.0%+1,246.5%0.002%
5/15/2025 LTS One Management LP500$164K0.0%N/A0.001%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 23,759$7.77M0.0%-1.2%0.030%
5/15/2025 Okabena Investment Services Inc.1,740$569K0.1%+10.8%0.002%
5/15/2025 OMERS ADMINISTRATION Corp38,232$12.51M0.1%+400.4%0.048%
5/15/2025 Brant Point Investment Management LLC23,166$7.58M0.9%-0.6%0.029%
5/15/2025 Eisler Capital Management Ltd.74,386$24.35M0.2%N/A0.094%
5/14/2025 B. Metzler seel. Sohn & Co. AG3,064$1.00M0.0%-1.3%0.004%
5/14/2025 Silvant Capital Management LLC15,701$5.14M0.2%+23.2%0.020%
5/14/2025 Ieq Capital LLC3,726$1.22M0.0%+47.8%0.005%
5/14/2025 Gabelli Funds LLC5,483$1.79M0.0%+3.6%0.007%
5/14/2025 Teca Partners LP38,123$12.47M8.9%-27.9%0.048%
5/14/2025 Epoch Investment Partners Inc.585,566$191.56M1.0%-19.3%0.738%
5/14/2025 Ceredex Value Advisors LLC93,875$30.71M0.7%N/A0.118%
5/14/2025 FORA Capital LLC5,283$1.73M0.2%N/A0.007%
5/14/2025 Caisse DE Depot ET Placement DU Quebec329,178$107.69M0.2%-17.2%0.415%
5/14/2025 Corebridge Financial Inc.1,322$432K0.0%-3.7%0.002%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC2,681,617$877.26M2.1%+0.8%3.380%
5/14/2025 Comerica Bank159,475$52.17M0.2%+27.0%0.201%
5/14/2025 Quantitative Investment Management LLC7,296$2.39M0.2%N/A0.009%
5/14/2025 Oliver Luxxe Assets LLC9,019$2.95M0.5%+7.7%0.011%
5/14/2025 Dodge & Cox1,523,460$498.39M0.3%+224.1%1.920%
5/14/2025 Jump Financial LLC1,009$330K0.0%N/A0.001%
5/14/2025 SVB Wealth LLC276$90K0.0%N/A0.000%
5/14/2025 APG Asset Management N.V.257,260$77.91M0.2%+478.1%0.324%
5/14/2025 Smartleaf Asset Management LLC341$115K0.0%-11.7%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.87,693$28.69M0.0%+3,385.4%0.111%
5/14/2025 Groupe la Francaise376$125K0.0%N/A0.000%
5/14/2025 Kestra Advisory Services LLC4,001$1.31M0.0%-21.1%0.005%
5/14/2025 Allstate Corp3,561$1.17M0.0%+61.6%0.004%
5/14/2025 Ameriprise Financial Inc.339,001$110.92M0.0%-10.4%0.427%
5/14/2025 Clarkston Capital Partners LLC674,227$220.57M4.4%-22.7%0.850%
5/14/2025 Channing Capital Management LLC33,015$10.80M0.3%-18.6%0.042%
Trump Nominates “Next Elon” (Ad)

Elon's Replacement? You've been told Elon Musk has been forced out of DC. But did you know his successor has already been installed in the White House? President Trump has given him until July 22 to finish the work Elon started.

His next move could send these stocks soaring.
5/14/2025 Estate Counselors LLC12,430$4.07M0.4%N/A0.016%
5/14/2025 United Asset Strategies Inc.11,027$3.61M0.3%-1.6%0.014%
5/14/2025 Price T Rowe Associates Inc. MD279,850$91.55M0.0%+6.3%0.353%
5/14/2025 Martingale Asset Management L P2,253$737K0.0%N/A0.003%
5/14/2025 Credit Agricole S A5,786$1.89M0.0%-1.1%0.007%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S62,291$20.38M0.2%+232.5%0.079%
5/14/2025 Hsbc Holdings PLC60,137$19.70M0.0%-46.0%0.076%
5/14/2025 Maven Securities LTD5,000$1.64M0.1%N/A0.006%
5/14/2025 Wellington Management Group LLP658,593$215.45M0.0%+337.1%0.830%
5/14/2025 Korea Investment CORP60,103$19.66M0.0%+23.5%0.076%
(Data available from 1/1/2016 forward)

LPLA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LPLA shares?

During the previous two years, 812 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($2.41B), BlackRock Inc. ($1.36B), Boston Partners ($1.15B), Janus Henderson Group PLC ($996.03M), FMR LLC ($966.05M), Kayne Anderson Rudnick Investment Management LLC ($877.26M), and Lone Pine Capital LLC ($627.80M).Learn more on LPLA's institutional investors.

What percentage of LPL Financial stock is owned by institutional investors?

95.66% of LPL Financial stock is owned by institutional investors. Learn more on LPLA's institutional investor holdings.

Which institutional investors have been buying LPL Financial stock?

Of the 696 institutional investors that purchased LPL Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.51M), Norges Bank ($1.82M), Dodge & Cox ($1.51M), Massachusetts Financial Services Co. MA ($1.45M), Capital Research Global Investors ($1.19M), Principal Financial Group Inc. ($1.03M), and TD Asset Management Inc ($926.02K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 35,870,494 shares in the last 24 months. This purchase volume represents approximately $10.01B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 460 institutional investors that sold LPL Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($981.01K), WCM Investment Management LLC ($806.50K), Capital Research Global Investors ($736.94K), Eminence Capital LP ($707.24K), abrdn plc ($583.98K), Wellington Management Group LLP ($582.09K), and The Manufacturers Life Insurance Company ($538.18K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 23,423,157 shares in the last 24 months. This volume of shares sold represents approximately $6.54B in transactions.


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This page (NASDAQ:LPLA) was last updated on 6/10/2025 by MarketBeat.com Staff
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