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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$333.18 -7.30 (-2.14%)
Closing price 09/24/2025 04:00 PM Eastern
Extended Trading
$332.12 -1.06 (-0.32%)
As of 07:44 AM 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.
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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)
615
Total
Institutional Inflows
(last 12 months)
$9.12B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$4.91B
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Skip Chart & View Institutional Buying and Selling Data

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
9/22/2025 Caldwell Trust Co8,138$3.05M0.3%N/A0.010%
9/4/2025 Osaic Holdings Inc.13,084$4.90M0.0%+25.7%0.016%
8/27/2025 Orion Porfolio Solutions LLC8,797$3.30M0.0%+1.5%0.011%
8/26/2025 Thrivent Financial for Lutherans2,410$880K0.0%-9.9%0.003%
8/20/2025 Coppell Advisory Solutions LLC7,102$2.59M0.3%N/A0.009%
8/19/2025 B. Riley Wealth Advisors Inc.924$347K0.0%N/A0.001%
8/19/2025 Anchor Investment Management LLC10,358$3.88M0.3%+6.0%0.013%
8/19/2025 State of Wyoming1,263$474K0.1%N/A0.002%
8/19/2025 Pitcairn Co.4,728$1.77M0.1%-18.1%0.006%
8/18/2025 Hudson Bay Capital Management LP92,076$34.53M0.1%-63.5%0.115%
8/18/2025 Tyler Stone Wealth Management918$344K0.1%+4.7%0.001%
8/18/2025 Nomura Holdings Inc.582$218K0.0%N/A0.001%
8/18/2025 Castleark Management LLC22,550$8.46M0.3%+13.4%0.028%
8/15/2025 CANADA LIFE ASSURANCE Co47,053$17.67M0.0%-1.4%0.059%
8/15/2025 Tower Research Capital LLC TRC 620$232K0.0%-84.9%0.001%
8/15/2025 SkyView Investment Advisors LLC3,257$1.19M0.2%+2.5%0.004%
8/15/2025 Corient Private Wealth LLC37,847$14.23M0.0%-4.3%0.047%
8/15/2025 Captrust Financial Advisors196,213$73.57M0.2%+5.1%0.245%
8/15/2025 Vident Advisory LLC2,409$903K0.0%-12.4%0.003%
8/15/2025 Voleon Capital Management LP708$265K0.0%-94.6%0.001%
8/15/2025 Tidal Investments LLC2,219$832K0.0%-63.0%0.003%
8/15/2025 Scott Marsh Financial LLC1,882$706K0.3%N/A0.002%
8/15/2025 Shellback Capital LP76,501$28.69M1.9%N/A0.096%
8/15/2025 Smartleaf Asset Management LLC142$52K0.0%-58.4%0.000%
8/15/2025 Snowden Capital Advisors LLC2,140$802K0.0%-35.7%0.003%
8/15/2025 Royal London Asset Management Ltd.52,934$19.85M0.0%+0.6%0.066%
8/15/2025 OV Management LLC2,777$1.04M0.9%-60.3%0.003%
8/15/2025 Oxford Asset Management LLP2,196$823K0.3%N/A0.003%
8/15/2025 Orion Porfolio Solutions LLC8,797$3.30M0.0%+1.5%0.011%
8/15/2025 MML Investors Services LLC20,737$7.78M0.0%+3.2%0.026%
8/15/2025 Moore Capital Management LP100,512$37.69M0.5%+260.3%0.126%
8/15/2025 Man Group plc198,087$74.28M0.1%+79.6%0.248%
8/15/2025 Lone Pine Capital LLC1,872,248$702.04M5.0%+6.1%2.340%
8/15/2025 Holocene Advisors LP268,448$100.66M0.2%-19.9%0.336%
8/15/2025 Hudson Bay Capital Management LP92,076$34.53M0.1%-63.5%0.115%
8/15/2025 IHT Wealth Management LLC3,356$1.26M0.0%-6.2%0.004%
8/15/2025 Gilder Gagnon Howe & Co. LLC270,527$101.44M1.1%-0.9%0.338%
8/15/2025 Eminence Capital LP551,592$206.83M2.5%+5.4%0.689%
8/15/2025 EP Wealth Advisors LLC935$351K0.0%-6.9%0.001%
8/15/2025 Engineers Gate Manager LP40,932$15.35M0.2%+1,191.6%0.051%
8/15/2025 Curi Capital LLC858$322K0.0%N/A0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S32,395$12.15M0.1%-48.0%0.040%
8/15/2025 BNP Paribas Financial Markets39,914$14.97M0.0%+2.4%0.050%
8/15/2025 Bridgeway Capital Management LLC6,840$2.57M0.1%-2.4%0.009%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp12,581$4.72M0.0%-12.1%0.016%
8/15/2025 Brevan Howard Capital Management LP4,317$1.62M0.0%-19.2%0.005%
8/15/2025 Bamco Inc. NY222,479$83.42M0.2%+34.6%0.278%
8/15/2025 Bank of America Corp DE962,076$360.75M0.0%+4.2%1.203%
8/15/2025 Adage Capital Partners GP L.L.C.32,000$12.00M0.0%-28.9%0.040%
8/15/2025 AQR Capital Management LLC38,269$14.19M0.0%-34.1%0.048%
8/15/2025 Ameriprise Financial Inc.269,598$101.09M0.0%-20.5%0.337%
8/14/2025 CTC Alternative Strategies Ltd.800$300K0.3%N/A0.001%
8/14/2025 Graney & King LLC139$52K0.0%+49.5%0.000%
8/14/2025 Darlington Partners Capital Management LP785,737$294.63M9.4%-19.1%0.982%
8/14/2025 California State Teachers Retirement System117,846$44.19M0.0%+3.7%0.147%
8/14/2025 Raymond James Financial Inc.870,620$326.46M0.1%+1.2%1.088%
8/14/2025 Banco BTG Pactual S.A.16,507$6.19M1.3%N/A0.021%
8/14/2025 Maverick Capital Ltd.99,507$37.31M0.6%-69.0%0.124%
8/14/2025 Bayesian Capital Management LP2,900$1.09M0.2%N/A0.004%
8/14/2025 Quantinno Capital Management LP29,331$11.00M0.0%+37.1%0.037%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,745$1.03M0.0%+138.9%0.003%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,473$552K0.0%-54.9%0.002%
8/14/2025 Alliancebernstein L.P.701,419$263.01M0.1%-7.6%0.877%
8/14/2025 Peapack Gladstone Financial Corp564$211K0.0%N/A0.001%
8/14/2025 Osterweis Capital Management Inc.70$26K0.0%N/A0.000%
8/14/2025 Treasurer of the State of North Carolina37,221$13.96M0.0%+9.3%0.047%
8/14/2025 The Manufacturers Life Insurance Company 198,459$74.42M0.1%-15.9%0.248%
8/14/2025 Sei Investments Co.419,290$157.22M0.2%+258.4%0.524%
8/14/2025 NewEdge Advisors LLC3,406$1.28M0.0%-3.4%0.004%
8/14/2025 Azora Capital LP472,352$177.12M8.0%+6.8%0.590%
8/14/2025 Integrated Investment Consultants LLC6,643$2.49M0.5%-7.4%0.008%
8/14/2025 Qube Research & Technologies Ltd42,763$16.04M0.0%+487.6%0.053%
8/14/2025 Investment Management Corp of Ontario2,747$1.03M0.0%-6.8%0.003%
8/14/2025 AXA S.A.1,178$442K0.0%+13.6%0.001%
8/14/2025 2Xideas AG19,439$7.29M1.3%-32.1%0.024%
8/14/2025 Hunting Hill Global Capital LLC2,300$862K0.2%+22.9%0.003%
8/14/2025 State Street Corp1,727,166$647.64M0.0%+2.8%2.159%
8/14/2025 Daiwa Securities Group Inc.13,221$4.96M0.0%-20.3%0.017%
8/14/2025 Winslow Capital Management LLC1,183,069$443.62M1.5%-18.8%1.479%
8/14/2025 WINTON GROUP Ltd4,428$1.66M0.1%N/A0.006%
8/14/2025 Ossiam263$99K0.0%N/A0.000%
8/14/2025 Brant Point Investment Management LLC24,115$9.04M0.9%+4.1%0.030%
8/14/2025 California Public Employees Retirement System145,628$54.61M0.0%+6.1%0.182%
8/14/2025 Cerity Partners LLC10,011$3.75M0.0%-17.5%0.013%
8/14/2025 Federated Hermes Inc.10,971$4.11M0.0%-19.0%0.014%
8/13/2025 Gabelli Funds LLC5,021$1.88M0.0%-8.4%0.006%
8/13/2025 Jump Financial LLC3,300$1.24M0.0%+227.1%0.004%
8/13/2025 Stenger Family Office LLC6,989$2.79M0.6%N/A0.009%
8/13/2025 Capula Management Ltd1,600$600K0.0%N/A0.002%
8/13/2025 Cresset Asset Management LLC2,142$803K0.0%+166.4%0.003%
8/13/2025 Amundi114,003$42.92M0.0%+15.1%0.143%
8/13/2025 SCS Capital Management LLC16,161$6.06M0.1%-77.7%0.020%
8/13/2025 Marshall Wace LLP20,515$7.69M0.0%-97.0%0.026%
8/13/2025 Epoch Investment Partners Inc.579,620$217.34M1.1%-1.0%0.725%
8/13/2025 Dodge & Cox2,701,709$1.01B0.6%+77.3%3.377%
8/13/2025 Great Diamond Partners LLC546$205K0.0%-11.1%0.001%
8/13/2025 Baird Financial Group Inc.6,059$2.27M0.0%+0.8%0.008%
8/13/2025 First Trust Advisors LP156,647$58.74M0.0%-5.4%0.196%
8/13/2025 Kennedy Capital Management LLC29,780$11.17M0.3%-17.7%0.037%
8/13/2025 Channing Capital Management LLC23,552$8.83M0.2%-28.7%0.029%
(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, 859 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($2.99B), Boston Partners ($1.38B), Dodge & Cox ($1.01B), Janus Henderson Group PLC ($996.03M), FMR LLC ($966.05M), Massachusetts Financial Services Co. MA ($915.75M), and Kayne Anderson Rudnick Investment Management LLC ($877.26M).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 760 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: Norges Bank ($2.89M), Dodge & Cox ($2.69M), Massachusetts Financial Services Co. MA ($2.37M), Boston Partners ($2.05M), Jennison Associates LLC ($1.34M), Principal Financial Group Inc. ($1.03M), and Raymond James Financial Inc. ($917.11K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 27,778,903 shares in the last 24 months. This purchase volume represents approximately $9.12B in transactions.

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

Of the 372 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: Marshall Wace LLP ($1.02M), First Trust Advisors LP ($989.97K), The Manufacturers Life Insurance Company ($575.72K), Eminence Capital LP ($555.00K), Maverick Capital Ltd. ($488.21K), HMI Capital Management L.P. ($405.83K), and Clarkston Capital Partners LLC ($393.83K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 15,254,382 shares in the last 24 months. This volume of shares sold represents approximately $4.91B in transactions.


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This page (NASDAQ:LPLA) was last updated on 9/25/2025 by MarketBeat.com Staff
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