LPL Financial (LPLA) Institutional Ownership

$347.18 -2.42 (-0.69%)

Closing price 03:59 PM Eastern

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$347.36 +0.18 (+0.05%)

As of 04:04 PM Eastern

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Current Institutional Ownership Percentage: 95.66%
Number of Institutional Buyers (last 12 months): 488
Total Institutional Inflows (last 12 months): $20.61B

Number of Institutional Sellers (last 12 months): 325
Total Institutional Outflows (last 12 months): $2.81B

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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	2,986	$841K	0.0%	-3.4%	0.004%
9/9/2026	Tidal Investments LLC	1,348	$380K	0.0%	-43.8%	0.002%
9/9/2026	National Pension Service	161,309	$45.44M	0.0%	+14.8%	0.205%
9/9/2026	WINTON GROUP Ltd	21,878	$6.16M	0.2%	+2,011.8%	0.028%
9/9/2026	Engineers Gate Manager LP	1,047	$295K	0.0%	N/A	0.001%
9/9/2026	Integrated Wealth Concepts LLC	1,526	$430K	0.0%	-29.3%	0.002%
9/9/2026	NewEdge Advisors LLC	2,531	$713K	0.0%	-27.8%	0.003%
9/9/2026	Baird Financial Group Inc.	6,767	$1.91M	0.0%	-6.3%	0.009%
9/8/2026	Allworth Financial LP	4,107	$1.16M	0.0%	-36.8%	0.005%
9/8/2026	Arizona State Retirement System	22,991	$6.48M	0.0%	+5.7%	0.029%
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9/8/2026	Waverly Advisors LLC	2,299	$648K	0.0%	-16.1%	0.003%
9/8/2026	Nykredit A S	29,959	$8.44M	0.0%	N/A	0.038%
8/27/2026	Corient Private Wealth LP	30,811	$8.68M	0.0%	-5.4%	0.039%
8/26/2026	Amundi	164,400	$46.31M	0.0%	+30.7%	0.209%
8/26/2026	HighTower Advisors LLC	12,255	$3.45M	0.0%	-7.5%	0.016%
8/24/2026	California State Teachers Retirement System	34,308,342	$9.66B	0.0%	+29,129.4%	43.572%
8/23/2026	Saudi Central Bank	5,613	$1.58M	0.0%	+90.0%	0.007%
8/22/2026	Raiffeisen Bank International AG	5,384	$1.45M	0.0%	+113.5%	0.007%
8/22/2026	TD Waterhouse Canada Inc.	7,753	$2.27M	0.0%	-88.5%	0.010%
8/22/2026	Concurrent Investment Advisors LLC	2,622	$739K	0.0%	+40.0%	0.003%
8/21/2026	Nykredit A S	33,242	$9.36M	0.0%	N/A	0.042%
8/21/2026	B. Metzler seel. Sohn & Co. AG	46,399	$13.07M	0.1%	-2.4%	0.059%
8/20/2026	CTC Alternative Strategies Ltd.	720	$203K	0.3%	N/A	0.001%
8/20/2026	Quantitative Investment Management LLC	5,335	$1.50M	0.2%	+126.3%	0.007%
8/20/2026	Moore Capital Management LP	55,840	$15.73M	0.2%	N/A	0.071%
8/20/2026	Two Sigma Securities LLC	6,789	$1.91M	0.2%	+59.4%	0.009%
8/20/2026	Benjamin Edwards Inc.	760	$214K	0.0%	-12.4%	0.001%
8/20/2026	Alyeska Investment Group L.P.	155,023	$43.67M	0.1%	-0.3%	0.197%
8/20/2026	Northwestern Mutual Wealth Management Co.	7,604	$2.14M	0.0%	-48.2%	0.010%
8/20/2026	Wedbush Securities Inc.	902	$254K	0.0%	N/A	0.001%
8/20/2026	Thornburg Investment Management Inc.	54,967	$15.48M	0.1%	+48.5%	0.070%
8/20/2026	Greenleaf Trust	8,942	$2.52M	0.0%	-1.6%	0.011%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	578,032	$162.82M	0.0%	-2.3%	0.734%
8/19/2026	Royal London Asset Management Ltd.	63,710	$17.95M	0.0%	-1.9%	0.081%
8/19/2026	Van ECK Associates Corp	1,048,344	$295.30M	0.2%	+4.5%	1.331%
8/19/2026	Nissay Asset Management Corp Japan	10,760	$3.03M	0.0%	+4.5%	0.014%
8/19/2026	Hsbc Holdings PLC	70,358	$19.78M	0.0%	+60.6%	0.089%
8/19/2026	Wellington Management Group LLP	77,866	$21.93M	0.0%	-45.2%	0.099%
8/19/2026	Archer Investment Corp	779	$219K	0.0%	N/A	0.001%
8/18/2026	Beacon Pointe Advisors LLC	2,135	$601K	0.0%	N/A	0.003%
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8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	600	$169K	0.0%	N/A	0.001%
8/18/2026	Concorde Asset Management LLC	1,124	$317K	0.2%	N/A	0.001%
8/18/2026	Empowered Funds LLC	19,405	$5.47M	0.0%	N/A	0.025%
8/18/2026	United Capital Financial Advisors LLC	2,193	$618K	0.0%	N/A	0.003%
8/18/2026	Public Employees Retirement System of Ohio	23,767	$6.70M	0.0%	N/A	0.030%
8/17/2026	Transamerica Financial Advisors LLC	283	$80K	0.0%	N/A	0.000%
8/17/2026	Corient Private Wealth LP	30,811	$8.68M	0.0%	N/A	0.039%
8/17/2026	Perennial Investment Advisors LLC	842	$238K	0.0%	N/A	0.001%
8/17/2026	Azora Capital LP	525,867	$148.13M	6.2%	N/A	0.668%
8/17/2026	Bamco Inc. NY	114,224	$32.18M	0.0%	N/A	0.145%
8/17/2026	Bank of America Corp DE	815,663	$229.76M	0.0%	N/A	1.036%
8/17/2026	Basswood Capital Management L.L.C.	2,921	$823K	0.0%	N/A	0.004%
8/15/2026	Freestone Grove Partners LP	178,123	$50.17M	0.3%	N/A	0.226%
8/15/2026	Caisse de depot et placement du Quebec	231,867	$65.31M	0.1%	N/A	0.294%
8/15/2026	Man Group plc	35,153	$9.90M	0.0%	N/A	0.045%
8/15/2026	Roberts Glore & Co. Inc. IL	755	$213K	0.1%	N/A	0.001%
8/15/2026	Polar Asset Management Partners Inc.	3,736	$1.05M	0.0%	N/A	0.005%
8/15/2026	Jupiter Topco LLC	4,198,356	$1.18B	0.5%	N/A	5.332%
8/14/2026	Hsbc Holdings PLC	70,358	$19.78M	0.0%	N/A	0.089%
8/14/2026	EFG International AG	24,793	$6.99M	0.1%	N/A	0.031%
8/14/2026	Primecap Management Co. CA	16,000	$4.51M	0.0%	N/A	0.020%
8/14/2026	HMI Capital Management L.P.	118,600	$33.41M	4.7%	N/A	0.151%
8/14/2026	Legal & General Group Plc	283,459	$79.85M	0.0%	N/A	0.360%
8/14/2026	The Manufacturers Life Insurance Company	5,055	$1.42M	0.0%	N/A	0.006%
8/14/2026	Veratis Advisors Inc.	1,100	$310K	0.2%	N/A	0.001%
8/14/2026	SurgoCap Partners LP	1,063,218	$299.49M	9.7%	N/A	1.350%
8/13/2026	Winmill & CO. Inc.	46,500	$13.10M	2.9%	N/A	0.059%
8/13/2026	Cibc World Market Inc.	9,907	$2.79M	0.0%	N/A	0.013%
8/13/2026	OMERS ADMINISTRATION Corp	4,455	$1.26M	0.0%	N/A	0.006%
8/13/2026	Osmosis Investment Management UK Ltd	1,915	$539K	0.0%	N/A	0.002%
8/13/2026	Sanctuary Advisors LLC	9,902	$2.79M	0.0%	N/A	0.013%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	14,288	$4.03M	0.0%	N/A	0.018%
8/13/2026	Barrow Hanley Mewhinney & Strauss LLC	1,031,243	$290.48M	0.9%	N/A	1.310%
8/13/2026	Bank of Nova Scotia	4,914	$1.38M	0.0%	N/A	0.006%
8/12/2026	Elevation Point Wealth Partners LLC	5,927	$1.67M	0.0%	N/A	0.008%
8/12/2026	Daiichi Life Insurance Co. Ltd.	1,593	$449K	0.0%	N/A	0.002%
8/12/2026	Foyston Gordon & Payne Inc	36,282	$10.29M	2.2%	N/A	0.046%
8/12/2026	Commerce Bank	13,172	$3.71M	0.0%	N/A	0.017%
8/12/2026	Northwestern Mutual Wealth Management Co.	7,604	$2.14M	0.0%	N/A	0.010%
8/12/2026	Evolve Private Wealth LLC	1,809	$510K	0.0%	N/A	0.002%
8/12/2026	Sumitomo Life Insurance Co.	1,194	$336K	0.0%	N/A	0.002%
8/12/2026	Korea Investment CORP	36,812	$10.37M	0.0%	N/A	0.047%
8/12/2026	Heron Bay Capital Management	235,259	$66.27M	6.0%	N/A	0.299%
8/12/2026	Callan Family Office LLC	7,444	$2.10M	0.0%	N/A	0.009%
8/11/2026	Allworth Financial LP	4,107	$1.16M	0.0%	N/A	0.005%
8/11/2026	B. Metzler seel. Sohn & Co. AG	46,399	$13.07M	0.1%	N/A	0.059%
8/11/2026	Silvant Capital Management LLC	17,188	$4.84M	0.1%	N/A	0.022%
8/11/2026	Ceredex Value Advisors LLC	74,269	$20.92M	0.6%	N/A	0.094%
8/11/2026	D L Carlson Investment Group Inc.	5,351	$1.51M	0.2%	N/A	0.007%
8/11/2026	PCM Encore LLC	848	$239K	0.0%	N/A	0.001%
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8/11/2026	Trillium Asset Management LLC	71,767	$20.22M	0.6%	N/A	0.091%
8/11/2026	Vise Technologies Inc.	3,626	$1.02M	0.0%	N/A	0.005%
8/11/2026	Foresight Global Investors Inc.	1,436	$404K	0.2%	N/A	0.002%
8/10/2026	Shepherd Financial Partners LLC	4,755	$1.34M	0.1%	N/A	0.006%
8/10/2026	NewEdge Wealth LLC	11,476	$3.23M	0.0%	N/A	0.015%
8/10/2026	Danske Bank A S	2,721	$766K	0.0%	N/A	0.003%
8/10/2026	Danske Bank A S	94,640	$26.66M	0.1%	N/A	0.120%
8/10/2026	Gables Capital Management Inc.	400	$113K	0.0%	N/A	0.001%
8/8/2026	Wealthfront Advisers LLC	2,208	$622K	0.0%	N/A	0.003%
8/8/2026	Main Street Financial Solutions LLC	1,002	$282K	0.0%	+47.8%	0.001%

LPLA Institutional Ownership - Frequently Asked Questions

During the previous two years, 913 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were California State Teachers Retirement System ($9.66B), Vanguard Group Inc. ($2.91B), Dodge & Cox ($1.41B), BlackRock Inc. ($1.33B), Massachusetts Financial Services Co. MA ($1.33B), Capital World Investors ($1.29B), and Boston Partners ($1.27B).Learn more on LPL Financial's institutional investors.

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

Of the 835 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: California State Teachers Retirement System ($34.20M), BlackRock Inc. ($4.73M), Jupiter Topco LLC ($4.20M), Dodge & Cox ($3.93M), Capital World Investors ($3.61M), Norges Bank ($3.05M), and Massachusetts Financial Services Co. MA ($3.01M).

Institutional investors have bought a total of 69,151,804 shares in the last 24 months. This purchase volume represents approximately $20.61B in transactions.

Of the 325 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: Jennison Associates LLC ($1.29M), Clarkston Capital Partners LLC ($502.38K), Macquarie Group Ltd. ($331.22K), Sei Investments Co. ($295.56K), Wellington Management Group LLP ($245.44K), AGF Management Ltd. ($227.75K), and JPMorgan Chase & Co. ($221.57K).

Institutional investors have sold a total of 8,261,541 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.

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Institutional ownership data for NASDAQ:LPLA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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LPL Financial (LPLA) Institutional Ownership

LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

LPLA Institutional Ownership - Frequently Asked Questions

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LPL Financial (LPLA) Institutional Ownership

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

LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

LPLA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LPLA shares?

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

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

How much institutional buying is happening at LPL Financial?

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

How much institutional selling is happening at LPL Financial?

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