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LPL Financial (LPLA) Institutional Ownership

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$353.70 +14.53 (+4.28%)
Closing price 04:00 PM Eastern
Extended Trading
$356.72 +3.02 (+0.85%)
As of 07:34 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 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)
536
Total
Institutional Inflows
(last 12 months)
$9.20B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$3.77B
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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
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%
7/8/2026 Reinhart Partners LLC.18,559$5.23M0.1%-6.0%0.023%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab12,320$3.47M0.0%+8.9%0.015%
7/8/2026 Assenagon Asset Management S.A.747,086$210.44M0.3%+4,435.2%0.934%
7/7/2026 Harbor Investment Advisory LLC209$59K0.0%N/A0.000%
7/7/2026 Central Pacific Bank Trust Division1,230$346K0.0%+4.2%0.002%
7/7/2026 CGN Advisors LLC6,679$1.88M0.1%+12.9%0.008%
7/2/2026 Versant Capital Management Inc188$53K0.0%+79.0%0.000%
6/26/2026WealthPoint Financial LLC6,360$1.91M1.5%-11.5%0.008%
6/18/2026Western Wealth Management LLC503$151K0.0%N/A0.001%
6/16/2026Empowered Funds LLC24,339$7.32M0.0%+32.6%0.030%
6/3/2026Parallel Advisors LLC2,711$816K0.0%+7.2%0.003%
6/3/2026NewEdge Advisors LLC3,506$1.06M0.0%-6.8%0.004%
6/1/2026Concorde Asset Management LLC1,134$341K0.2%-50.8%0.001%
6/1/2026Integrated Investment Consultants LLC1,884$567K0.1%-59.1%0.002%
5/21/2026 Argent Capital Management LLC28,855$8.68M0.3%+50.9%0.036%
5/19/2026Western Wealth Management LLC503$151K0.0%N/A0.001%
5/19/2026Bank of America Corp DE803,428$241.70M0.0%+0.9%1.005%
5/19/2026Janus Henderson Group PLC3,666,780$1.10B0.5%+8.6%4.585%
5/19/2026Arkadios Wealth Advisors1,975$594K0.0%-23.6%0.002%
5/19/2026South Dakota Investment Council5,147$1.55M0.0%-28.0%0.006%
5/18/2026Amundi125,776$37.84M0.0%-26.3%0.157%
5/18/2026 EverSource Wealth Advisors LLC725$218K0.0%-14.4%0.001%
5/18/2026California State Teachers Retirement System117,376$35.31M0.0%-1.9%0.147%
5/18/2026Royal Bank of Canada157,829$47.48M0.0%-12.7%0.197%
5/18/2026Empowered Funds LLC24,339$7.32M0.0%+32.6%0.030%
5/16/2026The Manufacturers Life Insurance Company 5,060$1.52M0.0%+2.7%0.006%
5/16/2026Quantinno Capital Management LP46,516$13.99M0.0%+33.1%0.058%
5/16/2026Teca Partners LP50,078$15.07M10.4%+20.6%0.063%
5/16/2026Polar Asset Management Partners Inc.8,916$2.68M0.1%N/A0.011%
5/16/2026SummitTX Capital L.P.18,466$5.56M0.2%N/A0.023%
5/15/2026OMERS ADMINISTRATION Corp3,973$1.20M0.0%+26.5%0.005%
5/15/2026Lombard Odier Asset Management Switzerland SA1,630$490K0.0%N/A0.002%
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5/15/2026Waverly Advisors LLC2,740$824K0.0%+288.1%0.003%
5/15/2026Wealth Alliance LLC1,448$436K0.0%-12.2%0.002%
5/15/2026Epoch Investment Partners Inc.408,301$122.83M0.7%-11.7%0.511%
5/14/2026Dai ichi Life Insurance Company Ltd1,593$479K0.0%+178.0%0.002%
5/14/2026Renaissance Technologies LLC120,540$36.26M0.1%+5.7%0.151%
5/14/2026Gabelli Funds LLC3,000$902K0.0%-2.6%0.004%
5/14/2026 Morningstar Investment Management LLC7,849$2.36M0.1%+42.6%0.010%
5/14/2026Public Employees Retirement System of Ohio24,222$7.29M0.0%-2.8%0.030%
5/14/2026Clarkston Capital Partners LLC96,404$29.00M2.2%-68.0%0.121%
5/14/2026Bank of Nova Scotia5,705$1.72M0.0%+0.7%0.007%
5/14/2026Gibbs Wealth Management1,830$551K0.1%+16.7%0.002%
5/14/2026Sei Investments Co.126,774$38.13M0.0%+13.4%0.159%
5/14/2026Lido Advisors LLC2,608$785K0.0%+35.2%0.003%
5/13/2026Cetera Investment Advisers19,511$5.87M0.0%+4.0%0.024%
5/13/2026 Coronation Fund Managers Ltd.290,443$87.37M4.0%+27.2%0.363%
5/13/2026Aureus Asset Management LLC3,234$973K0.1%-6.9%0.004%
5/13/2026NewEdge Wealth LLC12,914$3.89M0.0%-35.3%0.016%
5/13/2026First Trust Advisors LP93,551$28.14M0.0%-5.1%0.117%
5/12/2026 ABN Amro Investment Solutions3,434$1.03M0.0%+10.9%0.004%
5/8/2026PNC Financial Services Group Inc.8,940$2.69M0.0%+15.9%0.011%
5/8/2026Oslo Pensjonsforsikring AS535$161K0.0%N/A0.001%
5/7/2026WCM Investment Management LLC1,734,395$520.63M1.2%+0.8%2.169%
5/7/2026Dimensional Fund Advisors LP816,367$245.60M0.1%+3.6%1.021%
5/7/2026Parallel Advisors LLC2,711$816K0.0%+7.2%0.003%
5/7/2026 Cantillon Capital Management LLC324,927$97.75M0.6%-12.0%0.406%
5/7/2026SEB Asset Management AB16,710$5.03M0.0%N/A0.021%
5/7/2026 Vision Retirement LLC1,043$314K0.1%-3.2%0.001%
5/7/2026Valley Wealth Managers Inc.2,203$663K0.0%-4.0%0.003%
5/6/2026Jennison Associates LLC135,221$40.68M0.0%+21.1%0.169%
5/6/2026California Public Employees Retirement System143,288$43.11M0.0%-6.1%0.179%
5/6/2026Future Fund LLC5,210$1.57M0.6%-2.5%0.006%
5/6/2026 Catalyst Capital Advisors LLC595$179K0.0%-76.1%0.001%
5/6/2026 Assetmark Inc.3,453$1.04M0.0%+32.8%0.004%
5/6/2026Financiere des Professionnels Fonds d investissement inc.12,449$3.75M0.2%N/A0.016%
5/6/2026Bessemer Group Inc.4,933$1.48M0.0%+43.2%0.006%
5/6/2026Allspring Global Investments Holdings LLC2,514$727K0.0%-98.0%0.003%
5/6/2026 Independent Financial Group LLC1,794$540K0.0%N/A0.002%
5/5/2026Wealthfront Advisers LLC9,614$2.89M0.0%+50.6%0.012%
5/5/2026 Marks Group Wealth Management Inc1,082$325K0.0%+36.4%0.001%
5/5/2026Bank of New York Mellon Corp383,839$115.47M0.0%+5.1%0.479%
5/5/2026Illinois Municipal Retirement Fund14,272$4.29M0.1%-26.9%0.018%
5/5/2026Sanctuary Advisors LLC11,486$3.46M0.0%-24.7%0.014%
5/5/2026Camden National Bank986$297K0.0%+8.5%0.001%
5/5/2026Roberts Glore & Co. Inc. IL764$230K0.1%N/A0.001%
5/4/2026Retirement Planning Group LLC1,888$568K0.0%-3.5%0.002%
5/4/2026Sterling Group Wealth Management LLC5,869$1.77M0.8%+0.7%0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,115$5.15M0.1%+3.8%0.021%
5/4/2026Principal Financial Group Inc.2,636,544$793.16M0.4%+36.3%3.288%
5/4/2026Abound Financial LLC193$58K0.0%+9,550.0%0.000%
5/4/2026Y.D. More Investments Ltd210$63K0.0%+250.0%0.000%
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5/2/2026 International Assets Investment Management LLC1,038$300K0.0%-26.9%0.001%
5/2/2026Anchor Investment Management LLC10,884$3.27M0.3%+2.0%0.014%
5/2/2026 ARQ Wealth Advisors LLC3,090$930K0.2%N/A0.004%
5/1/2026Fifth Third Bancorp15,263$4.59M0.0%+4,273.4%0.019%
5/1/2026Simplicity Wealth LLC690$208K0.0%-8.1%0.001%
5/1/2026Candriam S.C.A.7,295$2.20M0.0%-0.5%0.009%
5/1/2026 Sequoia Financial Advisors LLC3,091$930K0.0%-32.5%0.004%
4/30/2026Hsbc Holdings PLC43,796$13.18M0.0%-25.0%0.055%
4/30/2026 Whipplewood Advisors LLC204$61K0.0%+1,260.0%0.000%
4/30/2026 First Horizon Corp199$60K0.0%-16.4%0.000%


LPLA Institutional Ownership - Frequently Asked Questions

During the previous two years, 907 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), Massachusetts Financial Services Co. MA ($1.33B), Capital World Investors ($1.29B), Boston Partners ($1.27B), Janus Henderson Group PLC ($1.10B), and FMR LLC ($966.05M).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 818 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: Dodge & Cox ($3.93M), Capital World Investors ($3.61M), Massachusetts Financial Services Co. MA ($3.10M), Norges Bank ($3.05M), Principal Financial Group Inc. ($2.10M), Jennison Associates LLC ($1.36M), and Barrow Hanley Mewhinney & Strauss LLC ($1.26M).

Institutional investors have bought a total of 26,327,456 shares in the last 24 months. This purchase volume represents approximately $9.20B in transactions.

Of the 360 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), Marshall Wace LLP ($767.71K), Clarkston Capital Partners LLC ($577.82K), JPMorgan Chase & Co. ($366.03K), Hudson Bay Capital Management LP ($340.03K), Macquarie Group Ltd. ($331.22K), and Sei Investments Co. ($295.56K).

Institutional investors have sold a total of 10,756,769 shares in the last 24 months. This volume of shares sold represents approximately $3.77B in transactions.


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This page (NASDAQ:LPLA) was last updated on 7/31/2026 by MarketBeat.com Staff.
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