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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$374.97 +10.01 (+2.74%)
As of 06/30/2025 04:00 PM Eastern
Compare

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)
$6.78B
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
6/26/2025AG2R 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%
6/4/2025First Hawaiian Bank4,482$1.47M0.1%-15.3%0.006%
5/28/2025Strs Ohio4,157$1.36M0.0%N/A0.005%
5/23/2025Siren L.L.C.7,500$2.45M0.1%N/A0.009%
5/22/2025Mattson Financial Services LLC594$194K0.1%+15.1%0.001%
5/21/2025Acadian Asset Management LLC371$121K0.0%N/A0.000%
5/20/2025Intech Investment Management LLC4,363$1.43M0.0%-36.0%0.005%
5/20/2025Focus Partners Wealth4,360$1.43M0.0%+12.2%0.005%
5/20/2025Flaharty Asset Management LLC256$84K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC9,771$3.20M0.3%+0.8%0.012%
5/19/2025SCS Capital Management LLC72,528$23.73M0.3%N/A0.091%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC607,561$198.76M0.1%+4.5%0.760%
5/16/2025Woodline Partners LP5,000$1.64M0.0%N/A0.006%
5/16/2025Empowered Funds LLC11,493$3.76M0.1%-5.1%0.014%
5/16/2025Logan Capital Management Inc.40,276$13.18M0.6%-2.3%0.050%
5/16/2025Voleon Capital Management LP 13,056$4.27M0.3%+87.6%0.016%
5/16/2025Goldman Sachs Group Inc.209,126$68.41M0.0%+0.5%0.261%
5/16/2025Jones Financial Companies Lllp47,273$15.47M0.0%+34,155.8%0.059%
5/16/2025Third Point LLC625,000$204.46M3.1%-4.6%0.781%
5/16/2025Samlyn Capital LLC1,401,255$458.41M6.8%-10.9%1.752%
5/16/2025Palestra Capital Management LLC399,210$130.60M5.1%+21.6%0.499%
5/16/2025Petrus Trust Company LTA2,072$678K0.1%+57.1%0.003%
5/16/2025Nissay Asset Management Corp Japan ADV9,295$3.04M0.0%+1.4%0.012%
5/16/2025NewEdge Advisors LLC3,525$1.15M0.0%+42.7%0.004%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,149$376K0.0%-2.5%0.001%
5/16/2025Integrated Wealth Concepts LLC3,863$1.26M0.0%+1.9%0.005%
5/16/2025HMI Capital Management L.P.286,711$93.80M5.1%-28.5%0.358%
5/16/2025EFG Asset Management North America Corp.3,025$990K0.2%N/A0.004%
5/16/2025Eminence Capital LP523,113$171.13M2.9%-6.4%0.654%
5/16/2025Cinctive Capital Management LP32,584$10.66M0.8%-52.6%0.041%
5/16/2025Concorde Asset Management LLC1,830$583K0.3%-7.9%0.002%
5/16/2025Boothbay Fund Management LLC29,084$9.52M0.3%N/A0.036%
5/16/2025Bain Capital Public Equity Management II LLC9,308$3.05M0.2%N/A0.012%
5/16/2025Bain Capital Public Equity LP692$226K0.2%N/A0.001%
5/16/2025Alliancebernstein L.P.759,206$248.37M0.1%+550.5%0.949%
5/16/2025AQR Capital Management LLC58,059$18.99M0.0%+34.8%0.073%
5/16/2025Advisors Asset Management Inc.1,511$494K0.0%-27.4%0.002%
5/16/2025Alyeska Investment Group L.P.228,371$74.71M0.3%-45.2%0.286%
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5/16/2025Amundi99,028$30.97M0.0%-31.9%0.124%
5/16/2025Adage Capital Partners GP L.L.C.45,000$14.72M0.0%+50.0%0.056%
5/15/2025Southpoint Capital Advisors LP400,000$130.86M3.1%-33.3%0.504%
5/15/2025HBK Investments L P10,000$3.27M0.1%N/A0.013%
5/15/2025Maverick Capital Ltd.320,780$104.94M1.9%-45.4%0.404%
5/15/2025Focus Partners Advisor Solutions LLC112,946$36.95M0.6%+8.1%0.142%
5/15/2025Point72 Europe London LLP19,996$6.54M0.4%-35.5%0.025%
5/15/2025Royal Bank of Canada175,855$57.53M0.0%+3.4%0.222%
5/15/2025MAI Capital Management2,871$939K0.0%+1.6%0.004%
5/15/2025Sculptor Capital LP20,000$6.54M0.1%N/A0.025%
5/15/2025Junto Capital Management LP397,366$129.99M2.7%-2.1%0.501%
5/15/2025Baird Financial Group Inc.6,010$1.97M0.0%-28.8%0.008%
5/15/2025Azora Capital LP442,434$144.74M9.8%+6.3%0.558%
5/15/2025Vident Advisory LLC2,750$900K0.0%-22.0%0.003%
5/15/2025The Manufacturers Life Insurance Company 235,994$77.20M0.1%-4.7%0.297%
5/15/2025Canada Pension Plan Investment Board329,607$107.83M0.1%-8.6%0.415%
5/15/2025WPG Advisers LLC510$167K0.2%N/A0.001%
5/15/2025Siren L.L.C.7,500$2.45M0.1%N/A0.009%
5/15/2025Gerber Kawasaki Wealth & Investment Management7,988$2.61M0.1%+16.0%0.010%
5/15/2025Itau Unibanco Holding S.A.1,737$568K0.0%+1,246.5%0.002%
5/15/2025LTS One Management LP500$164K0.0%N/A0.001%
5/15/2025Lansforsakringar Fondforvaltning AB publ 23,759$7.77M0.0%-1.2%0.030%
5/15/2025Okabena Investment Services Inc.1,740$569K0.1%+10.8%0.002%
5/15/2025OMERS ADMINISTRATION Corp38,232$12.51M0.1%+400.4%0.048%
5/15/2025Brant Point Investment Management LLC23,166$7.58M0.9%-0.6%0.029%
5/15/2025Eisler Capital Management Ltd.74,386$24.35M0.2%N/A0.094%
5/14/2025B. Metzler seel. Sohn & Co. AG3,064$1.00M0.0%-1.3%0.004%
5/14/2025Silvant Capital Management LLC15,701$5.14M0.2%+23.2%0.020%
5/14/2025Ieq Capital LLC3,726$1.22M0.0%+47.8%0.005%
5/14/2025Gabelli Funds LLC5,483$1.79M0.0%+3.6%0.007%
5/14/2025Teca Partners LP38,123$12.47M8.9%-27.9%0.048%
5/14/2025Epoch Investment Partners Inc.585,566$191.56M1.0%-19.3%0.738%
5/14/2025Ceredex Value Advisors LLC93,875$30.71M0.7%N/A0.118%
5/14/2025FORA Capital LLC5,283$1.73M0.2%N/A0.007%
5/14/2025Caisse DE Depot ET Placement DU Quebec329,178$107.69M0.2%-17.2%0.415%
5/14/2025Corebridge Financial Inc.1,322$432K0.0%-3.7%0.002%
5/14/2025Kayne Anderson Rudnick Investment Management LLC2,681,617$877.26M2.1%+0.8%3.380%
5/14/2025Comerica Bank159,475$52.17M0.2%+27.0%0.201%
5/14/2025Quantitative Investment Management LLC7,296$2.39M0.2%N/A0.009%
5/14/2025Oliver Luxxe Assets LLC9,019$2.95M0.5%+7.7%0.011%
5/14/2025Dodge & Cox1,523,460$498.39M0.3%+224.1%1.920%
5/14/2025Jump Financial LLC1,009$330K0.0%N/A0.001%
5/14/2025SVB Wealth LLC276$90K0.0%N/A0.000%
5/14/2025APG Asset Management N.V.257,260$77.91M0.2%+478.1%0.324%
5/14/2025Smartleaf Asset Management LLC341$115K0.0%-11.7%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.87,693$28.69M0.0%+3,385.4%0.111%
5/14/2025Groupe la Francaise376$125K0.0%N/A0.000%
5/14/2025Kestra Advisory Services LLC4,001$1.31M0.0%-21.1%0.005%
5/14/2025Allstate Corp3,561$1.17M0.0%+61.6%0.004%
5/14/2025Ameriprise Financial Inc.339,001$110.92M0.0%-10.4%0.427%
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5/14/2025Clarkston Capital Partners LLC674,227$220.57M4.4%-22.7%0.850%
5/14/2025Channing Capital Management LLC33,015$10.80M0.3%-18.6%0.042%
5/14/2025Estate Counselors LLC12,430$4.07M0.4%N/A0.016%
5/14/2025United Asset Strategies Inc.11,027$3.61M0.3%-1.6%0.014%
5/14/2025Price T Rowe Associates Inc. MD279,850$91.55M0.0%+6.3%0.353%
5/14/2025Martingale Asset Management L P2,253$737K0.0%N/A0.003%
5/14/2025Credit Agricole S A5,786$1.89M0.0%-1.1%0.007%
5/14/2025BI Asset Management Fondsmaeglerselskab A S62,291$20.38M0.2%+232.5%0.079%
5/14/2025Hsbc Holdings PLC60,137$19.70M0.0%-46.0%0.076%
5/14/2025Maven Securities LTD5,000$1.64M0.1%N/A0.006%
(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, 813 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 698 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 21,946,407 shares in the last 24 months. This purchase volume represents approximately $6.78B in transactions.

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

Of the 346 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 14,755,013 shares in the last 24 months. This volume of shares sold represents approximately $4.50B in transactions.


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This page (NASDAQ:LPLA) was last updated on 7/1/2025 by MarketBeat.com Staff
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