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LPL Financial (LPLA) Institutional Ownership

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$312.55 +12.35 (+4.11%)
Closing price 04:00 PM Eastern
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$312.38 -0.17 (-0.05%)
As of 04:20 PM Eastern
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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)
457
Total
Institutional Inflows
(last 12 months)
$4.85B
Number of
Institutional Sellers
(last 12 months)
326
Total
Institutional Outflows
(last 12 months)
$4.04B
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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
4/23/2025Golden State Wealth Management LLC1,011$331K0.0%+102.2%0.001%
4/23/2025Bessemer Group Inc.2,619$856K0.0%+38.9%0.003%
4/23/2025Moran Wealth Management LLC2,611$854K0.0%-4.1%0.003%
4/23/2025Yorktown Management & Research Co Inc5,290$1.73M1.9%-7.0%0.007%
4/23/2025Asset Management One Co. Ltd.28,458$9.31M0.0%-9.3%0.036%
4/23/2025Oppenheimer Asset Management Inc.10,927$3.58M0.0%-22.8%0.014%
4/22/2025XML Financial LLC2,021$661K0.1%+7.9%0.003%
4/22/2025Cambridge Investment Research Advisors Inc.1,609$527K0.0%+8.8%0.002%
4/22/2025Kentucky Retirement Systems Insurance Trust Fund2,164$708K0.1%N/A0.003%
4/22/2025Kentucky Retirement Systems5,082$1.66M0.1%N/A0.006%
4/22/2025TT International Asset Management LTD11,963$3.91M0.6%-0.7%0.015%
4/22/2025Praxis Investment Management Inc.2,640$864K0.1%+64.0%0.003%
4/22/2025World Equity Group Inc.829$271K0.1%-51.8%0.001%
4/22/2025Advisor Resource Council852$279K0.0%N/A0.001%
4/21/2025 Shelton Wealth Management LLC3,039$994K0.5%-8.5%0.004%
4/21/2025 Avior Wealth Management LLC2,888$945K0.0%+16.5%0.004%
4/21/2025 Blue Trust Inc.1,137$372K0.0%+2,319.1%0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.8,215$2.69M0.0%-30.4%0.010%
4/21/2025 Friedenthal Financial2,902$949K0.6%N/A0.004%
4/21/2025 MFA Wealth Advisors LLC969$317K0.1%-7.9%0.001%
4/21/2025 PUREfi Wealth LLC626$205K0.2%N/A0.001%
4/18/2025 Shepherd Financial Partners LLC4,755$1.56M0.2%-65.4%0.006%
4/18/2025 Insigneo Advisory Services LLC1,193$390K0.0%N/A0.002%
4/17/2025 Sowell Financial Services LLC2,926$957K0.0%N/A0.004%
4/17/2025 Janney Montgomery Scott LLC33,417$10.93M0.0%-2.9%0.042%
4/17/2025 Mn Services Vermogensbeheer B.V.27,500$9.00M0.1%-7.7%0.035%
4/17/2025 Brighton Jones LLC1,210$396K0.0%N/A0.002%
4/17/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH21,325$6.98M0.2%+133.7%0.027%
4/17/2025 Foster Victor Wealth Advisors LLC54,658$17.02M1.3%+0.4%0.069%
4/17/2025 Family Wealth Partners LLC111,945$36.62M16.7%+3.8%0.141%
4/16/2025 Everpar Advisors LLC2,212$724K0.4%-9.0%0.003%
4/16/2025 Hennessy Advisors Inc.7,800$2.55M0.1%-27.1%0.010%
4/16/2025 Wealth Enhancement Advisory Services LLC8,017$2.62M0.0%+7.4%0.010%
4/16/2025 Elevation Point Wealth Partners LLC2,973$973K0.1%-19.5%0.004%
4/16/2025 Tobam16,331$5.34M2.3%-18.9%0.021%
4/16/2025 Fort Washington Investment Advisors Inc. OH65,925$21.57M0.1%-0.2%0.083%
4/15/2025 Net Worth Advisory Group1,353$442K0.1%+31.0%0.002%
4/15/2025 Fifth Third Bancorp658$215K0.0%+1,395.5%0.001%
4/15/2025 Magnolia Private Wealth LLC1,629$533K0.3%+5.0%0.002%
4/15/2025 Assenagon Asset Management S.A.2,239$732K0.0%-92.8%0.003%
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4/15/2025 Handelsbanken Fonder AB21,181$6.93M0.0%+10.4%0.027%
4/15/2025 SG Americas Securities LLC6,987$2.29M0.0%N/A0.009%
4/15/2025 Avanza Fonder AB5,607$1.90M0.1%+25.4%0.007%
4/15/2025 GAMMA Investing LLC476$156K0.0%+33.3%0.001%
4/14/2025 Farther Finance Advisors LLC382$128K0.0%-11.6%0.000%
4/14/2025 City Holding Co.103$34K0.0%N/A0.000%
4/14/2025 Portside Wealth Group LLC1,111$363K0.1%+6.5%0.001%
4/14/2025 Park Avenue Securities LLC4,141$1.36M0.0%+7.6%0.005%
4/14/2025 OLD National Bancorp IN1,424$466K0.0%-55.6%0.002%
4/14/2025 UMB Bank n.a.41,115$13.45M0.2%+176.9%0.052%
4/11/2025 Gateway Investment Advisers LLC3,178$1.04M0.0%+10.7%0.004%
4/11/2025 Impact Capital Partners LLC2,942$962K0.3%+2.0%0.004%
4/11/2025 Horizon Wealth Management LLC675$221K0.0%+8.7%0.001%
4/11/2025 Reinhart Partners LLC.32,621$10.67M0.4%-7.9%0.041%
4/11/2025 Procyon Advisors LLC1,910$625K0.0%N/A0.002%
4/11/2025 Annex Advisory Services LLC8,604$2.82M0.1%-30.3%0.011%
4/10/2025 Retireful LLC3,680$1.24M1.2%-17.5%0.005%
4/10/2025 Thrive Wealth Management LLC1,404$459K0.1%+13.6%0.002%
4/10/2025 KWB Wealth28,438$9.29M1.1%+0.5%0.038%
4/10/2025 Lifestyle Asset Management Inc.981$321K0.2%+9.2%0.001%
4/10/2025 Portside Wealth Group LLC1,043$341K0.1%+13.1%0.001%
4/10/2025 Heritage Family Offices LLP2,269$742K0.4%+29.7%0.003%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc49,358$16.15M0.2%-17.8%0.066%
4/10/2025 CGN Advisors LLC6,717$2.20M0.2%-10.8%0.009%
4/10/2025 Whipplewood Advisors LLC477$159K0.0%-6.8%0.001%
4/9/2025 Fulton Bank N.A.4,168$1.36M0.1%-14.0%0.006%
4/9/2025 Merit Financial Group LLC3,341$1.09M0.0%+195.1%0.004%
4/9/2025 Gradient Investments LLC6,480$2.12M0.0%-10.7%0.009%
4/9/2025 LVW Advisors LLC3,919$1.28M0.2%-6.0%0.005%
4/9/2025 NBC Securities Inc.2,129$696K0.1%+106,350.0%0.003%
4/8/2025 Rhumbline Advisers101,234$33.12M0.0%-0.2%0.136%
4/8/2025 Fifth Third Wealth Advisors LLC654$214K0.0%N/A0.001%
4/8/2025 Winthrop Advisory Group LLC20,579$6.73M0.8%-1.8%0.028%
4/8/2025 Parallel Advisors LLC2,534$829K0.0%+2.2%0.003%
4/7/2025 GAMMA Investing LLC155,719$50.94M0.0%+43,518.8%0.209%
4/3/2025 Versant Capital Management Inc181$59K0.0%+1,192.9%0.000%
4/3/2025 Central Pacific Bank Trust Division2,397$784K0.1%+325.0%0.003%
4/3/2025 First Hawaiian Bank4,482$1.47M0.1%-15.3%0.006%
4/1/2025 MassMutual Private Wealth & Trust FSB100$33K0.0%+63.9%0.000%
3/24/2025Wellington Management Group LLP150,670$49.20M0.0%-33.7%0.202%
3/18/2025California State Teachers Retirement System113,287$36.99M0.0%+3.1%0.152%
3/18/2025111 Capital1,096$358K0.1%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC7,465$2.44M0.0%-3.4%0.010%
3/14/2025Lansforsakringar Fondforvaltning AB publ 24,045$7.85M0.1%N/A0.032%
3/10/2025Mattson Financial Services LLC516$168K0.1%-67.5%0.001%
3/4/2025Siemens Fonds Invest GmbH829$271K0.0%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH20,892$6.82M0.0%N/A0.028%
2/28/2025Employees Retirement System of Texas231,500$75.59M0.6%+37.5%0.310%
2/27/2025Jefferies Financial Group Inc.17,400$5.68M0.0%+143.9%0.023%
2/27/2025Pinnacle Wealth Planning Services Inc.1,379$450K0.1%N/A0.002%
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2/25/2025B. Riley Wealth Advisors Inc.629$205K0.0%N/A0.001%
2/20/2025Mackenzie Financial Corp3,639$1.19M0.0%-1.4%0.005%
2/20/2025Castlekeep Investment Advisors LLC10,448$3.41M0.6%N/A0.014%
2/19/2025Toronto Dominion Bank9,774$3.19M0.0%-79.0%0.013%
2/19/2025Public Employees Retirement System of Ohio26,278$8.58M0.0%-5.3%0.035%
2/18/2025Fourth Dimension Wealth LLC123$40K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.1,047$342K0.0%N/A0.001%
2/18/2025Focus Partners Advisor Solutions LLC104,529$34.13M0.6%-29.6%0.140%
2/18/2025Kolinsky Wealth Management LLC650$212K0.1%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC581,645$189.91M0.0%-5.5%0.777%
(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, 797 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($2.36B), BlackRock Inc. ($1.36B), Boston Partners ($1.28B), Janus Henderson Group PLC ($996.03M), FMR LLC ($966.05M), Kayne Anderson Rudnick Investment Management LLC ($868.76M), and Lone Pine Capital LLC ($627.80M).Learn more on LPLA's institutional investors.

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

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

Which institutional investors have been buying LPL Financial stock?

Of the 666 institutional investors that purchased LPL Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.71M), Boston Partners ($2.51M), Norges Bank ($1.82M), Capital Research Global Investors ($1.19M), Massachusetts Financial Services Co. MA ($1.05M), TD Asset Management Inc ($926.02K), and Raymond James Financial Inc. ($906.50K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 31,628,273 shares in the last 24 months. This purchase volume represents approximately $8.19B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 455 institutional investors that sold LPL Financial 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), WCM Investment Management LLC ($800.24K), Wellington Management Group LLP ($757.92K), Capital Research Global Investors ($736.94K), Eminence Capital LP ($671.70K), abrdn plc ($583.98K), and Southpoint Capital Advisors LP ($550K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 23,218,327 shares in the last 24 months. This volume of shares sold represents approximately $6.18B in transactions.


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This page (NASDAQ:LPLA) was last updated on 4/23/2025 by MarketBeat.com Staff
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