Free Trial
Don't Miss the A.I. Investing RevolutionGet 30 Days Free

LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$329.25 +8.26 (+2.57%)
Closing price 04:00 PM Eastern
Extended Trading
$331.85 +2.60 (+0.79%)
As of 05:54 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.
Compare

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

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$9.12B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$4.91B
Get LPLA Insider Trade Alerts

Want to know when executives and insiders are buying or selling LPL Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Norden Group LLC953$317K0.0%+68.1%0.001%
10/15/2025World Investment Advisors1,210$403K0.0%-13.6%0.002%
10/15/2025Swedbank AB80,487$26.78M0.0%+257.9%0.101%
10/15/2025DAVENPORT & Co LLC2,166$721K0.0%+4.4%0.003%
10/14/2025OLD National Bancorp IN1,179$392K0.0%-28.8%0.001%
10/14/2025Yousif Capital Management LLC1,706$568K0.0%-5.4%0.002%
10/14/2025Farther Finance Advisors LLC523$174K0.0%+41.4%0.001%
10/14/2025HBK Sorce Advisory LLC683$222K0.0%N/A0.001%
10/10/2025 Foster Victor Wealth Advisors LLC61,831$19.46M1.2%+11.1%0.077%
10/9/2025 CGN Advisors LLC6,958$2.32M0.2%+1.7%0.009%
10/9/2025 Baker Tilly Wealth Management LLC915$304K0.1%+25.3%0.001%
10/9/2025 Lifestyle Asset Management Inc.1,157$385K0.1%+6.9%0.001%
10/9/2025 Shelton Wealth Management LLC3,428$1.14M0.5%+9.6%0.004%
10/9/2025 U.S. Capital Wealth Advisors LLC7,474$2.49M0.1%-6.0%0.009%
10/9/2025 Voya Investment Management LLC13,372$4.45M0.0%-68.4%0.017%
10/8/2025 Peak Financial Advisors LLC1,924$640K0.3%+56.2%0.002%
10/7/2025 Heritage Family Offices LLP2,118$705K0.3%-6.7%0.003%
10/7/2025 Oak Thistle LLC9,306$3.10M0.5%N/A0.012%
10/6/2025 Gradient Investments LLC5,540$1.84M0.0%-5.9%0.007%
10/3/2025 Jackson Wealth Management LLC6,670$2.22M0.2%+12.6%0.008%
10/2/2025 Central Pacific Bank Trust Division2,880$958K0.1%-17.4%0.004%
10/2/2025 TT International Asset Management LTD7,944$2.64M0.4%+55.1%0.010%
10/1/2025 Praxis Investment Management Inc.3,703$1.23M0.1%+40.3%0.005%
9/26/2025Corient Private Wealth LLC37,843$14.19M0.0%-4.3%0.047%
9/22/2025Caldwell Trust Co8,138$3.05M0.3%N/A0.010%
9/4/2025Osaic Holdings Inc.13,084$4.90M0.0%+25.7%0.016%
8/27/2025Orion Porfolio Solutions LLC8,797$3.30M0.0%+1.5%0.011%
8/26/2025Thrivent Financial for Lutherans2,410$880K0.0%-9.9%0.003%
8/20/2025Coppell Advisory Solutions LLC7,102$2.59M0.3%N/A0.009%
8/19/2025B. Riley Wealth Advisors Inc.924$347K0.0%N/A0.001%
8/19/2025Anchor Investment Management LLC10,358$3.88M0.3%+6.0%0.013%
8/19/2025State of Wyoming1,263$474K0.1%N/A0.002%
8/19/2025Pitcairn Co.4,728$1.77M0.1%-18.1%0.006%
8/18/2025Hudson Bay Capital Management LP92,076$34.53M0.1%-63.5%0.115%
8/18/2025Tyler Stone Wealth Management918$344K0.1%+4.7%0.001%
8/18/2025Nomura Holdings Inc.582$218K0.0%N/A0.001%
8/18/2025Castleark Management LLC22,550$8.46M0.3%+13.4%0.028%
8/15/2025CANADA LIFE ASSURANCE Co47,053$17.67M0.0%-1.4%0.059%
8/15/2025Tower Research Capital LLC TRC 620$232K0.0%-84.9%0.001%
8/15/2025SkyView Investment Advisors LLC3,257$1.19M0.2%+2.5%0.004%
8/15/2025Corient Private Wealth LLC37,847$14.23M0.0%-4.3%0.047%
8/15/2025Captrust Financial Advisors196,213$73.57M0.2%+5.1%0.245%
8/15/2025Vident Advisory LLC2,409$903K0.0%-12.4%0.003%
8/15/2025Voleon Capital Management LP708$265K0.0%-94.6%0.001%
8/15/2025Tidal Investments LLC2,219$832K0.0%-63.0%0.003%
8/15/2025Scott Marsh Financial LLC1,882$706K0.3%N/A0.002%
8/15/2025Shellback Capital LP76,501$28.69M1.9%N/A0.096%
8/15/2025Smartleaf Asset Management LLC142$52K0.0%-58.4%0.000%
8/15/2025Snowden Capital Advisors LLC2,140$802K0.0%-35.7%0.003%
8/15/2025Royal London Asset Management Ltd.52,934$19.85M0.0%+0.6%0.066%
8/15/2025OV Management LLC2,777$1.04M0.9%-60.3%0.003%
8/15/2025Oxford Asset Management LLP2,196$823K0.3%N/A0.003%
8/15/2025Orion Porfolio Solutions LLC8,797$3.30M0.0%+1.5%0.011%
8/15/2025MML Investors Services LLC20,737$7.78M0.0%+3.2%0.026%
8/15/2025Moore Capital Management LP100,512$37.69M0.5%+260.3%0.126%
8/15/2025Man Group plc198,087$74.28M0.1%+79.6%0.248%
8/15/2025Lone Pine Capital LLC1,872,248$702.04M5.0%+6.1%2.340%
8/15/2025Holocene Advisors LP268,448$100.66M0.2%-19.9%0.336%
8/15/2025Hudson Bay Capital Management LP92,076$34.53M0.1%-63.5%0.115%
8/15/2025IHT Wealth Management LLC3,356$1.26M0.0%-6.2%0.004%
8/15/2025Gilder Gagnon Howe & Co. LLC270,527$101.44M1.1%-0.9%0.338%
8/15/2025Eminence Capital LP551,592$206.83M2.5%+5.4%0.689%
8/15/2025EP Wealth Advisors LLC935$351K0.0%-6.9%0.001%
8/15/2025Engineers Gate Manager LP40,932$15.35M0.2%+1,191.6%0.051%
8/15/2025Curi Capital LLC858$322K0.0%N/A0.001%
8/15/2025BI Asset Management Fondsmaeglerselskab A S32,395$12.15M0.1%-48.0%0.040%
8/15/2025BNP Paribas Financial Markets39,914$14.97M0.0%+2.4%0.050%
8/15/2025Bridgeway Capital Management LLC6,840$2.57M0.1%-2.4%0.009%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp12,581$4.72M0.0%-12.1%0.016%
8/15/2025Brevan Howard Capital Management LP4,317$1.62M0.0%-19.2%0.005%
8/15/2025Bamco Inc. NY222,479$83.42M0.2%+34.6%0.278%
8/15/2025Bank of America Corp DE962,076$360.75M0.0%+4.2%1.203%
8/15/2025Adage Capital Partners GP L.L.C.32,000$12.00M0.0%-28.9%0.040%
8/15/2025AQR Capital Management LLC38,269$14.19M0.0%-34.1%0.048%
8/15/2025Ameriprise Financial Inc.269,598$101.09M0.0%-20.5%0.337%
8/14/2025CTC Alternative Strategies Ltd.800$300K0.3%N/A0.001%
8/14/2025Graney & King LLC139$52K0.0%+49.5%0.000%
8/14/2025Darlington Partners Capital Management LP785,737$294.63M9.4%-19.1%0.982%
8/14/2025California State Teachers Retirement System117,846$44.19M0.0%+3.7%0.147%
8/14/2025Raymond James Financial Inc.870,620$326.46M0.1%+1.2%1.088%
8/14/2025Banco BTG Pactual S.A.16,507$6.19M1.3%N/A0.021%
8/14/2025Maverick Capital Ltd.99,507$37.31M0.6%-69.0%0.124%
8/14/2025Bayesian Capital Management LP2,900$1.09M0.2%N/A0.004%
8/14/2025Quantinno Capital Management LP29,331$11.00M0.0%+37.1%0.037%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,745$1.03M0.0%+138.9%0.003%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,473$552K0.0%-54.9%0.002%
8/14/2025Alliancebernstein L.P.701,419$263.01M0.1%-7.6%0.877%
8/14/2025Peapack Gladstone Financial Corp564$211K0.0%N/A0.001%
8/14/2025Osterweis Capital Management Inc.70$26K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina37,221$13.96M0.0%+9.3%0.047%
8/14/2025The Manufacturers Life Insurance Company 198,459$74.42M0.1%-15.9%0.248%
8/14/2025Sei Investments Co.419,290$157.22M0.2%+258.4%0.524%
8/14/2025NewEdge Advisors LLC3,406$1.28M0.0%-3.4%0.004%
8/14/2025Azora Capital LP472,352$177.12M8.0%+6.8%0.590%
8/14/2025Integrated Investment Consultants LLC6,643$2.49M0.5%-7.4%0.008%
8/14/2025Qube Research & Technologies Ltd42,763$16.04M0.0%+487.6%0.053%
8/14/2025Investment Management Corp of Ontario2,747$1.03M0.0%-6.8%0.003%
8/14/2025AXA S.A.1,178$442K0.0%+13.6%0.001%
8/14/20252Xideas AG19,439$7.29M1.3%-32.1%0.024%
8/14/2025Hunting Hill Global Capital LLC2,300$862K0.2%+22.9%0.003%
(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, 857 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 757 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 27,740,146 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 15,219,995 shares in the last 24 months. This volume of shares sold represents approximately $4.91B in transactions.


Related Companies

This page (NASDAQ:LPLA) was last updated on 10/15/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Arizona-made nanochips the new millionaire maker?
George Gilder handed President Reagan the first microchip that helped create $6.5 trillion in wealth over the ...
Banyan Hill Publishing | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel