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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$355.96 +0.16 (+0.04%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$355.85 -0.11 (-0.03%)
As of 08/14/2025 06:43 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.
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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)
604
Total
Institutional Inflows
(last 12 months)
$8.92B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$4.75B
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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
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%
8/14/2025State Street Corp1,727,166$647.64M0.0%+2.8%2.159%
8/14/2025Daiwa 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%
8/14/2025WINTON 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%
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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%
8/13/2025 EverSource Wealth Advisors LLC1,233$462K0.0%-23.6%0.002%
8/13/2025 Invesco Ltd.551,579$206.83M0.0%+444.8%0.689%
8/13/2025 CW Advisors LLC1,121$420K0.0%N/A0.001%
8/13/2025 Blueshift Asset Management LLC1,202$451K0.1%N/A0.002%
8/13/2025 Quantbot Technologies LP3,241$1.22M0.0%N/A0.004%
8/13/2025 M&T Bank Corp4,788$1.80M0.0%+1.8%0.006%
8/13/2025 OMERS ADMINISTRATION Corp7,732$2.90M0.0%-79.8%0.010%
8/13/2025 Edgestream Partners L.P.18,507$6.94M0.2%+84.0%0.023%
8/13/2025 Okabena Investment Services Inc.1,533$575K0.1%-11.9%0.002%
8/13/2025 Icon Advisers Inc. Co.31,288$11.73M2.7%-0.6%0.039%
8/13/2025 VestGen Advisors LLC5,519$2.07M0.1%+6.5%0.007%
8/13/2025 Railway Pension Investments Ltd96,500$36.19M0.5%+26.1%0.121%
8/13/2025 Lido Advisors LLC2,484$932K0.0%+40.0%0.003%
8/13/2025 New York State Common Retirement Fund58,908$22.09M0.0%+2.9%0.074%
8/13/2025 Schroder Investment Management Group2,906$1.09M0.0%-17.6%0.004%
8/13/2025 Skandinaviska Enskilda Banken AB publ 17,474$6.55M0.0%+8.4%0.022%
8/13/2025 Teca Partners LP26,774$10.04M7.0%-29.8%0.033%
8/13/2025 Ceredex Value Advisors LLC71,550$26.83M0.6%-23.8%0.089%
8/13/2025 F m Investments LLC9,046$3.39M0.1%+5.5%0.011%
8/13/2025 Norges Bank1,072,919$402.31M0.1%N/A1.341%
8/13/2025 Hsbc Holdings PLC44,468$16.62M0.0%-26.1%0.056%
8/13/2025 Northwestern Mutual Wealth Management Co.98,138$36.80M0.0%+11.9%0.123%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC1,100$412K0.0%N/A0.001%
8/13/2025 Clarkston Capital Partners LLC598,782$224.53M4.8%-11.2%0.748%
8/13/2025 State Board of Administration of Florida Retirement System75,765$28.41M0.1%+3.7%0.095%
8/13/2025 Korea Investment CORP56,731$21.27M0.0%-5.6%0.071%
8/13/2025 Elevation Point Wealth Partners LLC3,355$1.26M0.1%+12.8%0.004%
8/13/2025 Quadrant Capital Group LLC1,640$615K0.0%-2.2%0.002%
8/13/2025 Thornburg Investment Management Inc.42,006$15.75M0.2%-8.6%0.053%
8/13/2025 Employees Retirement System of Texas163,000$61.12M0.5%-17.5%0.204%
8/13/2025 Choreo LLC4,039$1.51M0.0%+18.8%0.005%
8/13/2025 Northwest & Ethical Investments L.P.5,460$1.99M0.0%+19.7%0.007%
8/13/2025 Russell Investments Group Ltd.61,990$23.20M0.0%-17.0%0.077%
8/12/2025 Inceptionr LLC3,613$1.36M0.3%N/A0.005%
8/12/2025 Boston Partners3,679,484$1.38B1.5%+4.7%4.599%
8/12/2025 Advisors Asset Management Inc.1,842$691K0.0%+21.9%0.002%
8/12/2025 Financial Advocates Investment Management672$252K0.0%-23.3%0.001%
8/12/2025 Bullseye Asset Management LLC1,108$415K0.2%-91.0%0.001%
8/12/2025 Insigneo Advisory Services LLC1,231$461K0.0%+3.2%0.002%
8/12/2025 Picton Mahoney Asset Management82,157$30.81M0.3%+20.3%0.103%
8/12/2025 Global Retirement Partners LLC770$289K0.0%N/A0.001%
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8/12/2025Jefferies Financial Group Inc.881$330K0.0%-56.0%0.001%
8/12/2025 Eisler Capital Management Ltd.41,385$15.52M0.1%-44.4%0.052%
8/12/2025 Prudential Financial Inc.4,576$1.72M0.0%+60.3%0.006%
8/12/2025 Left Brain Wealth Management LLC591$222K0.1%N/A0.001%
8/12/2025 Cynosure Group LLC1,257$471K0.1%+25.1%0.002%
8/12/2025 Charles Schwab Investment Management Inc.388,129$145.54M0.0%+9.6%0.485%
8/12/2025 American Century Companies Inc.597,071$223.88M0.1%+1.4%0.746%
8/12/2025 Heron Bay Capital Management82,515$30.94M6.1%-2.0%0.103%
8/12/2025 Camden National Bank967$363K0.1%+3.1%0.001%
8/12/2025 Stevens Capital Management LP660$247K0.1%-33.4%0.001%
(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, 855 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 750 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 27,566,163 shares in the last 24 months. This purchase volume represents approximately $9.01B in transactions.

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

Of the 368 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), Eminence Capital LP ($621.61K), The Manufacturers Life Insurance Company ($575.72K), Maverick Capital Ltd. ($545.50K), D. E. Shaw & Co. Inc. ($460.25K), and HMI Capital Management L.P. ($405.83K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 15,726,804 shares in the last 24 months. This volume of shares sold represents approximately $4.99B in transactions.


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This page (NASDAQ:LPLA) was last updated on 8/15/2025 by MarketBeat.com Staff
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