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LPL Financial (LPLA) Institutional Ownership

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$380.04 +3.25 (+0.86%)
Closing price 04:00 PM Eastern
Extended Trading
$380.27 +0.23 (+0.06%)
As of 04:29 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
535
Total
Institutional Inflows
(last 12 months)
$6.77B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$4.53B
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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Envestnet Portfolio Solutions Inc.8,104$3.04M0.0%-1.4%0.010%
7/25/2025Sequoia Financial Advisors LLC1,672$627K0.0%+25.6%0.002%
7/25/2025MGO One Seven LLC3,814$1.43M0.0%N/A0.005%
7/25/2025Allspring Global Investments Holdings LLC191,727$71.52M0.1%+30.0%0.240%
7/25/2025CWM LLC1,846$692K0.0%-33.5%0.002%
7/25/2025Board of the Pension Protection Fund900$337K0.4%N/A0.001%
7/25/2025Vanguard Personalized Indexing Management LLC9,163$3.44M0.0%+20.5%0.011%
7/25/2025Tranquility Partners LLC721$270K0.1%N/A0.001%
7/25/2025Apollon Wealth Management LLC1,658$622K0.0%+30.9%0.002%
7/25/2025Fifth Third Wealth Advisors LLC555$208K0.0%-15.1%0.001%
7/25/2025Natural Investments LLC695$260K0.1%+7.4%0.001%
7/24/2025 Aberdeen Group plc102,164$37.78M0.1%-26.0%0.128%
7/24/2025 Blue Trust Inc.1,375$516K0.0%+20.9%0.002%
7/24/2025 IFP Advisors Inc719$270K0.0%+214.0%0.001%
7/24/2025 Callan Family Office LLC4,037$1.51M0.0%N/A0.005%
7/24/2025 Blair William & Co. IL10,148$3.81M0.0%-50.3%0.013%
7/24/2025 US Bancorp DE20,559$7.71M0.0%-2.3%0.026%
7/23/2025 Vontobel Holding Ltd.843$316K0.0%-56.3%0.001%
7/23/2025 Maryland State Retirement & Pension System3,873$1.45M0.0%+11.3%0.005%
7/23/2025 Winthrop Advisory Group LLC20,354$7.63M0.7%-1.1%0.025%
7/23/2025 Venturi Wealth Management LLC1,693$635K0.0%-19.3%0.002%
7/23/2025 Friedenthal Financial2,674$1.00M0.5%-7.9%0.003%
7/23/2025 KLP Kapitalforvaltning AS27,800$10.42M0.0%+4.9%0.035%
7/23/2025 Ameliora Wealth Management Ltd.265$90K0.0%-19.7%0.000%
7/22/2025 PUREfi Wealth LLC699$262K0.2%+11.7%0.001%
7/22/2025 DAVENPORT & Co LLC2,075$778K0.0%+8.2%0.003%
7/22/2025 Marks Group Wealth Management Inc651$244K0.0%N/A0.001%
7/22/2025 OLD National Bancorp IN1,656$621K0.0%+16.3%0.002%
7/22/2025 Berger Financial Group Inc718$269K0.0%-8.5%0.001%
7/22/2025 Checchi Capital Advisers LLC669$251K0.0%-6.8%0.001%
7/21/2025 Hennessy Advisors Inc.7,600$2.85M0.1%-2.6%0.010%
7/21/2025 QRG Capital Management Inc.1,935$725K0.0%+5.1%0.002%
7/21/2025 Jackson Wealth Management LLC5,921$2.22M0.2%N/A0.007%
7/21/2025 Mirae Asset Global Investments Co. Ltd.8,572$3.21M0.0%-50.9%0.011%
7/21/2025 ASR Vermogensbeheer N.V.3,089$1.16M0.0%+44.9%0.004%
7/18/2025 Robeco Institutional Asset Management B.V.12,219$4.58M0.0%+46.8%0.015%
7/18/2025 USA Financial Formulas716$268K0.0%N/A0.001%
7/18/2025 Magnolia Private Wealth LLC1,662$623K0.5%+2.0%0.002%
7/18/2025 Impact Capital Partners LLC2,850$1.07M0.4%-3.1%0.004%
7/18/2025 LBP AM SA24,571$9.21M0.1%+11.8%0.031%
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7/18/2025 Truist Financial Corp208,262$78.09M0.1%+1.4%0.260%
7/17/2025 Greenleaf Trust9,287$3.48M0.0%-1.1%0.012%
7/17/2025 HB Wealth Management LLC7,614$2.86M0.0%+5.3%0.010%
7/17/2025 Janney Montgomery Scott LLC43,418$16.28M0.0%+29.9%0.054%
7/17/2025 GC Wealth Management RIA LLC595$223K0.0%N/A0.001%
7/17/2025 Alpine Bank Wealth Management82$31K0.0%-64.7%0.000%
7/17/2025 Genesis Private Wealth LLC667$250K0.1%N/A0.001%
7/17/2025 Fort Washington Investment Advisors Inc. OH69,247$25.97M0.1%+5.0%0.087%
7/17/2025 Avior Wealth Management LLC2,497$936K0.0%-13.5%0.003%
7/17/2025 LVW Advisors LLC3,705$1.39M0.2%-5.5%0.005%
7/16/2025 Signaturefd LLC1,441$540K0.0%-7.2%0.002%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH6,447$2.42M0.1%-69.8%0.008%
7/16/2025 Perigon Wealth Management LLC979$367K0.0%+23.0%0.001%
7/15/2025 Retireful LLC2,334$875K0.6%-36.6%0.003%
7/15/2025 TD Private Client Wealth LLC14,234$5.34M0.1%+18.0%0.018%
7/15/2025 Foster Victor Wealth Advisors LLC55,647$21.20M1.4%+1.8%0.070%
7/15/2025 Public Employees Retirement System of Ohio25,359$9.51M0.0%+6.6%0.032%
7/15/2025 Ballentine Partners LLC1,038$389K0.0%N/A0.001%
7/15/2025 Cigna Investments Inc. New786$295K0.1%+5.4%0.001%
7/15/2025 Norden Group LLC567$213K0.0%-13.2%0.001%
7/15/2025 Maseco LLP91$34K0.0%N/A0.000%
7/15/2025 Yarbrough Capital LLC1,481$555K0.0%-55.9%0.002%
7/15/2025 Fifth Third Bancorp428$160K0.0%-35.0%0.001%
7/15/2025 Sheets Smith Wealth Management1,820$682K0.1%N/A0.002%
7/15/2025 Family Wealth Partners LLC111,902$41.96M16.8%0.0%0.140%
7/15/2025 CGN Advisors LLC6,844$2.57M0.2%+1.9%0.009%
7/14/2025 Counterpoint Mutual Funds LLC1,111$417K0.0%N/A0.001%
7/14/2025 Oliver Luxxe Assets LLC9,085$3.41M0.6%+0.7%0.011%
7/14/2025 GAMMA Investing LLC621$233K0.0%+30.5%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC7,948$2.98M0.1%N/A0.010%
7/14/2025 Tran Capital Management L.P.2,554$958K0.1%N/A0.003%
7/14/2025 Sterling Group Wealth Management LLC5,967$2.24M1.2%-8.7%0.007%
7/14/2025 Sowell Financial Services LLC2,777$1.04M0.0%-5.1%0.003%
7/11/2025 Annex Advisory Services LLC8,788$3.30M0.1%+2.1%0.011%
7/11/2025 UMB Bank n.a.41,177$15.44M0.2%+0.2%0.051%
7/11/2025 Shelton Wealth Management LLC3,129$1.17M0.6%+3.0%0.004%
7/11/2025 Diversified Trust Co8,132$3.05M0.1%+28.1%0.010%
7/11/2025 Assenagon Asset Management S.A.2,387$895K0.0%+6.6%0.003%
7/11/2025 IFM Investors Pty Ltd17,379$6.52M0.1%+18.3%0.022%
7/10/2025 Baker Tilly Wealth Management LLC730$274K0.1%N/A0.001%
7/10/2025 Fulton Bank N.A.4,583$1.72M0.1%+10.0%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC9,009$3.46M0.0%+12.4%0.011%
7/10/2025 Mn Services Vermogensbeheer B.V.29,900$11.21M0.1%+8.7%0.037%
7/10/2025 TT International Asset Management LTD5,122$1.92M0.4%-57.2%0.006%
7/10/2025 Baader Bank Aktiengesellschaft1,144$428K0.0%+58.2%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd15,731$5.90M0.1%-1.1%0.020%
7/9/2025 Reinhart Partners LLC.29,716$11.14M0.4%-8.9%0.037%
7/9/2025 O Brien Wealth Partners LLC566$212K0.0%N/A0.001%
7/9/2025 Gateway Investment Advisers LLC3,515$1.32M0.0%+10.6%0.004%
7/9/2025 Thrive Wealth Management LLC1,460$547K0.1%+4.0%0.002%
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7/9/2025 Lifestyle Asset Management Inc.1,082$406K0.2%+10.3%0.001%
7/9/2025 WealthCare Investment Partners LLC678$260K0.1%N/A0.001%
7/8/2025 NBC Securities Inc.2,080$779K0.1%-2.3%0.003%
7/8/2025 Gradient Investments LLC5,885$2.21M0.0%-9.2%0.007%
7/7/2025 Wesbanco Bank Inc.560$210K0.0%N/A0.001%
7/7/2025 Peak Financial Advisors LLC1,232$462K0.2%N/A0.002%
7/2/2025 Central Pacific Bank Trust Division3,487$1.31M0.2%+45.5%0.004%
6/26/2025AG2R LA Mondiale Gestion D Actifs3,183$1.04M0.1%N/A0.004%
6/18/2025Voya Investment Management LLC34,733$11.36M0.0%+4.9%0.043%
6/10/2025Compass Financial Services Inc229$75K0.0%+14.5%0.000%
(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, 825 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 LPL Financial's institutional investors.

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

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

Which institutional investors have been buying LPL Financial's stock?

Of the 710 institutional investors that purchased LPL Financial's 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 21,870,469 shares in the last 24 months. This purchase volume represents approximately $6.77B in transactions.

Which of LPL Financial's major shareholders have been selling company stock?

Of the 355 institutional investors that sold LPL Financial's 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), Eminence Capital LP ($621.61K), The Manufacturers Life Insurance Company ($538.18K), D. E. Shaw & Co. Inc. ($460.25K), Epoch Investment Partners Inc. ($421.04K), HMI Capital Management L.P. ($405.83K), and Boston Partners ($391.26K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 14,814,308 shares in the last 24 months. This volume of shares sold represents approximately $4.53B in transactions.



This page (NASDAQ:LPLA) was last updated on 7/25/2025 by MarketBeat.com Staff
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