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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$354.02 -5.21 (-1.45%)
Closing price 08/20/2026 04:00 PM Eastern
Extended Trading
$353.93 -0.09 (-0.03%)
As of 04:52 AM 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 Massive. 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)
484
Total
Institutional Inflows
(last 12 months)
$10.93B
Number of
Institutional Sellers
(last 12 months)
319
Total
Institutional Outflows
(last 12 months)
$2.80B
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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
8/20/2026 CTC Alternative Strategies Ltd.720$203K0.3%N/A0.001%
8/20/2026 Quantitative Investment Management LLC5,335$1.50M0.2%+126.3%0.007%
8/20/2026 Moore Capital Management LP55,840$15.73M0.2%N/A0.071%
8/20/2026 Two Sigma Securities LLC6,789$1.91M0.2%+59.4%0.009%
8/20/2026 Benjamin Edwards Inc.760$214K0.0%-12.4%0.001%
8/20/2026 Alyeska Investment Group L.P.155,023$43.67M0.1%-0.3%0.197%
8/20/2026 Northwestern Mutual Wealth Management Co.7,604$2.14M0.0%-48.2%0.010%
8/20/2026 Wedbush Securities Inc.902$254K0.0%N/A0.001%
8/20/2026 Thornburg Investment Management Inc.54,967$15.48M0.1%+48.5%0.070%
8/20/2026 Greenleaf Trust8,942$2.52M0.0%-1.6%0.011%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC578,032$162.82M0.0%-2.3%0.734%
8/19/2026 Royal London Asset Management Ltd.63,710$17.95M0.0%-1.9%0.081%
8/19/2026 Van ECK Associates Corp1,048,344$295.30M0.2%+4.5%1.331%
8/19/2026 Nissay Asset Management Corp Japan10,760$3.03M0.0%+4.5%0.014%
8/19/2026 Hsbc Holdings PLC70,358$19.78M0.0%+60.6%0.089%
8/19/2026 Wellington Management Group LLP77,866$21.93M0.0%-45.2%0.099%
8/19/2026 Archer Investment Corp779$219K0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC2,135$601K0.0%N/A0.003%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt600$169K0.0%N/A0.001%
8/18/2026 Concorde Asset Management LLC1,124$317K0.2%N/A0.001%
8/18/2026 Empowered Funds LLC19,405$5.47M0.0%N/A0.025%
8/18/2026 United Capital Financial Advisors LLC2,193$618K0.0%N/A0.003%
8/18/2026 Public Employees Retirement System of Ohio23,767$6.70M0.0%N/A0.030%
8/17/2026 Transamerica Financial Advisors LLC283$80K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP30,811$8.68M0.0%N/A0.039%
8/17/2026 Perennial Investment Advisors LLC842$238K0.0%N/A0.001%
8/17/2026 Azora Capital LP525,867$148.13M6.2%N/A0.668%
8/17/2026 Bamco Inc. NY114,224$32.18M0.0%N/A0.145%
8/17/2026 Bank of America Corp DE815,663$229.76M0.0%N/A1.036%
8/17/2026 Basswood Capital Management L.L.C.2,921$823K0.0%N/A0.004%
8/15/2026 Freestone Grove Partners LP178,123$50.17M0.3%N/A0.226%
8/15/2026 Caisse de depot et placement du Quebec231,867$65.31M0.1%N/A0.294%
8/15/2026 Man Group plc35,153$9.90M0.0%N/A0.045%
8/15/2026 Roberts Glore & Co. Inc. IL755$213K0.1%N/A0.001%
8/15/2026 Polar Asset Management Partners Inc.3,736$1.05M0.0%N/A0.005%
8/15/2026 Jupiter Topco LLC4,198,356$1.18B0.5%N/A5.332%
8/14/2026 Hsbc Holdings PLC70,358$19.78M0.0%N/A0.089%
8/14/2026 EFG International AG24,793$6.99M0.1%N/A0.031%
8/14/2026 Primecap Management Co. CA16,000$4.51M0.0%N/A0.020%
8/14/2026 HMI Capital Management L.P.118,600$33.41M4.7%N/A0.151%
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8/14/2026 Legal & General Group Plc283,459$79.85M0.0%N/A0.360%
8/14/2026 The Manufacturers Life Insurance Company 5,055$1.42M0.0%N/A0.006%
8/14/2026 Veratis Advisors Inc.1,100$310K0.2%N/A0.001%
8/14/2026 SurgoCap Partners LP1,063,218$299.49M9.7%N/A1.350%
8/13/2026 Winmill & CO. Inc.46,500$13.10M2.9%N/A0.059%
8/13/2026 Cibc World Market Inc.9,907$2.79M0.0%N/A0.013%
8/13/2026 OMERS ADMINISTRATION Corp4,455$1.26M0.0%N/A0.006%
8/13/2026 Osmosis Investment Management UK Ltd1,915$539K0.0%N/A0.002%
8/13/2026 Sanctuary Advisors LLC9,902$2.79M0.0%N/A0.013%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.14,288$4.03M0.0%N/A0.018%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC1,031,243$290.48M0.9%N/A1.310%
8/13/2026 Bank of Nova Scotia4,914$1.38M0.0%N/A0.006%
8/12/2026 Elevation Point Wealth Partners LLC5,927$1.67M0.0%N/A0.008%
8/12/2026 Daiichi Life Insurance Co. Ltd.1,593$449K0.0%N/A0.002%
8/12/2026 Foyston Gordon & Payne Inc36,282$10.29M2.2%N/A0.046%
8/12/2026 Commerce Bank13,172$3.71M0.0%N/A0.017%
8/12/2026 Northwestern Mutual Wealth Management Co.7,604$2.14M0.0%N/A0.010%
8/12/2026 Evolve Private Wealth LLC1,809$510K0.0%N/A0.002%
8/12/2026 Sumitomo Life Insurance Co.1,194$336K0.0%N/A0.002%
8/12/2026 Korea Investment CORP36,812$10.37M0.0%N/A0.047%
8/12/2026 Heron Bay Capital Management235,259$66.27M6.0%N/A0.299%
8/12/2026 Callan Family Office LLC7,444$2.10M0.0%N/A0.009%
8/11/2026 Allworth Financial LP4,107$1.16M0.0%N/A0.005%
8/11/2026 B. Metzler seel. Sohn & Co. AG46,399$13.07M0.1%N/A0.059%
8/11/2026 Silvant Capital Management LLC17,188$4.84M0.1%N/A0.022%
8/11/2026 Ceredex Value Advisors LLC74,269$20.92M0.6%N/A0.094%
8/11/2026 D L Carlson Investment Group Inc.5,351$1.51M0.2%N/A0.007%
8/11/2026 PCM Encore LLC848$239K0.0%N/A0.001%
8/11/2026 Trillium Asset Management LLC71,767$20.22M0.6%N/A0.091%
8/11/2026 Vise Technologies Inc.3,626$1.02M0.0%N/A0.005%
8/11/2026 Foresight Global Investors Inc.1,436$404K0.2%N/A0.002%
8/10/2026 Shepherd Financial Partners LLC4,755$1.34M0.1%N/A0.006%
8/10/2026 NewEdge Wealth LLC11,476$3.23M0.0%N/A0.015%
8/10/2026 Danske Bank A S2,721$766K0.0%N/A0.003%
8/10/2026 Danske Bank A S94,640$26.66M0.1%N/A0.120%
8/10/2026 Gables Capital Management Inc.400$113K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC2,208$622K0.0%N/A0.003%
8/8/2026 Main Street Financial Solutions LLC1,002$282K0.0%+47.8%0.001%
8/7/2026 BlackRock Inc.4,732,991$1.33B0.0%N/A6.011%
8/7/2026 Deutsche Bank AG201,840$56.85M0.0%N/A0.256%
8/7/2026 Perigon Wealth Management LLC1,077$303K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.95,357$26.86M0.0%N/A0.121%
8/7/2026 OneDigital Investment Advisors LLC1,055$297K0.0%N/A0.001%
8/7/2026 Simplicity Wealth LLC1,935$545K0.0%N/A0.002%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor129,413$36.45M0.3%N/A0.164%
8/7/2026 HBK Sorce Advisory LLC597$215K0.0%N/A0.001%
8/6/2026 Global Retirement Partners LLC1,328$374K0.0%N/A0.002%
8/6/2026 SCS Capital Management LLC213,511$60.14M0.6%N/A0.271%
8/6/2026 Bank of New York Mellon Corp350,265$98.66M0.0%N/A0.445%
8/6/2026 Focus Partners Advisor Solutions LLC64,443$18.15M0.2%N/A0.082%
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8/6/2026 GSA Capital Partners LLP3,658$1.03M0.1%N/A0.005%
8/6/2026 One Wealth Advisors LLC1,197$337K0.0%N/A0.002%
7/10/2026 Annex Advisory Services LLC12,128$3.42M0.1%+10.5%0.015%
7/10/2026 Family Wealth Partners LLC69,073$19.46M6.0%-3.4%0.086%
7/10/2026 Handelsbanken Fonder AB25,861$7.29M0.0%+14.5%0.032%
7/10/2026 KWB Wealth28,751$8.10M0.7%+0.4%0.036%
7/9/2026 Legacy Wealth Asset Management LLC988$278K0.1%N/A0.001%
7/9/2026 Oliver Luxxe Assets LLC11,152$3.14M0.5%+6.2%0.014%
7/9/2026 Everpar Advisors LLC921$259K0.1%-8.4%0.001%
7/8/2026 Gradient Investments LLC11,655$3.28M0.0%+7.1%0.015%


LPLA Institutional Ownership - Frequently Asked Questions

During the previous two years, 912 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were 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), Boston Partners ($1.27B), and Jupiter Topco LLC ($1.18B).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 834 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: BlackRock Inc. ($4.73M), Jupiter Topco LLC ($4.20M), Dodge & Cox ($3.93M), Capital World Investors ($3.61M), Norges Bank ($3.05M), Massachusetts Financial Services Co. MA ($3.01M), and Barrow Hanley Mewhinney & Strauss LLC ($2.29M).

Institutional investors have bought a total of 34,811,658 shares in the last 24 months. This purchase volume represents approximately $10.93B in transactions.

Of the 319 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 8,192,220 shares in the last 24 months. This volume of shares sold represents approximately $2.80B 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 8/20/2026. New 13F filings are added each quarter as they're published.
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