LPL Financial (LPLA) Institutional Ownership

$221.24

-17.96 (-7.51%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 95.66%
Number of Institutional Buyers (last 12 months): 361
Total Institutional Inflows (last 12 months): $3.26B

Number of Institutional Sellers (last 12 months): 261
Total Institutional Outflows (last 12 months): $2.02B

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LPLA Institutional Buying and Selling by Quarter

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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
7/26/2024	Iridian Asset Management LLC CT	46,622	$13.02M	2.9%	-22.3%	0.062%
7/26/2024	State of Michigan Retirement System	1,400	$391K	0.0%	-17.6%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	227,171	$63.45M	0.1%	-20.9%	0.304%
7/26/2024	Bank of New York Mellon Corp	922,990	$257.79M	0.0%	-4.9%	1.235%
7/26/2024	Catalyst Capital Advisors LLC	3,170	$885K	0.0%	-7.3%	0.004%
7/25/2024	Raymond James Trust N.A.	4,981	$1.39M	0.0%	-16.0%	0.007%
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7/25/2024	Ceredex Value Advisors LLC	150	$42K	0.0%	-25.0%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	29,700	$8.30M	0.1%	-2.9%	0.040%
7/24/2024	Argent Capital Management LLC	15,165	$4.24M	0.1%	+366.6%	0.020%
7/24/2024	LRI Investments LLC	1,184	$331K	0.0%	+2,531.1%	0.002%
7/24/2024	&PARTNERS	2,876	$803K	0.0%	N/A	0.004%
7/23/2024	Hennessy Advisors Inc.	11,600	$3.24M	0.1%	-1.7%	0.016%
7/23/2024	Lecap Asset Management Ltd.	14,950	$4.18M	0.9%	N/A	0.020%
7/23/2024	MFA Wealth Advisors LLC	1,105	$309K	0.1%	-55.4%	0.001%
7/22/2024	Fifth Third Bancorp	573	$160K	0.0%	+9,450.0%	0.001%
7/20/2024	Neo Ivy Capital Management	13,248	$3.70M	0.7%	N/A	0.018%
7/20/2024	First Horizon Advisors Inc.	291	$81K	0.0%	-20.9%	0.000%
7/20/2024	Nisa Investment Advisors LLC	6,300	$1.76M	0.0%	+48.6%	0.008%
7/19/2024	Raymond James & Associates	394,091	$110.07M	0.1%	+5.4%	0.527%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	170,627	$47.66M	0.0%	-9.1%	0.228%
7/19/2024	Sumitomo Life Insurance Co.	8,614	$2.41M	0.1%	+7.9%	0.012%
7/19/2024	Everpar Advisors LLC	2,736	$764K	0.4%	+5.4%	0.004%
7/18/2024	Foster Victor Wealth Advisors LLC	52,640	$14.70M	1.1%	+6.4%	0.070%
7/18/2024	Gradient Investments LLC	16,370	$4.57M	0.1%	-0.6%	0.022%
7/18/2024	Blue Trust Inc.	485	$128K	0.0%	+281.9%	0.001%
7/18/2024	Reinhart Partners LLC.	76,848	$21.46M	0.9%	+1.3%	0.103%
7/18/2024	Portside Wealth Group LLC	822	$230K	0.0%	N/A	0.001%
7/18/2024	Coronation Fund Managers Ltd.	308,348	$86.12M	2.5%	+3.4%	0.413%
7/18/2024	Assenagon Asset Management S.A.	85,914	$24.00M	0.1%	+882.4%	0.115%
7/18/2024	Swedbank AB	13,709	$3.83M	0.0%	-0.7%	0.018%
7/17/2024	J.Safra Asset Management Corp	222	$62K	0.0%	+616.1%	0.000%
7/16/2024	Cornerstone Wealth Management LLC	13,544	$3.78M	0.3%	-13.7%	0.018%
7/16/2024	Envestnet Portfolio Solutions Inc.	14,510	$4.05M	0.0%	-6.1%	0.019%
7/16/2024	Foguth Wealth Management LLC.	1,084	$303K	0.1%	N/A	0.001%
7/16/2024	Wedmont Private Capital	1,923	$507K	0.0%	+12.3%	0.003%
7/16/2024	Sequoia Financial Advisors LLC	857	$239K	0.0%	+9.0%	0.001%
7/16/2024	LVW Advisors LLC	3,589	$1.00M	0.1%	+10.6%	0.005%
7/16/2024	Sterling Group Wealth Management LLC	6,629	$1.85M	1.1%	N/A	0.009%
7/15/2024	Transform Wealth LLC	36,141	$10.09M	0.8%	+13.6%	0.048%
7/15/2024	Artemis Investment Management LLP	125,646	$35.09M	0.5%	+13.3%	0.168%
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7/13/2024	MJP Associates Inc. ADV	1,522	$425K	0.1%	+5.3%	0.002%
7/12/2024	Thrive Wealth Management LLC	1,301	$363K	0.1%	+12.2%	0.002%
7/12/2024	Carr Financial Group Corp	725	$202K	0.1%	N/A	0.001%
7/12/2024	Diversify Advisory Services LLC	1,695	$463K	0.0%	N/A	0.002%
7/12/2024	Gateway Investment Advisers LLC	3,890	$1.09M	0.0%	-23.4%	0.005%
7/12/2024	SG Americas Securities LLC	4,846	$1.35M	0.0%	+345.8%	0.006%
7/12/2024	QRG Capital Management Inc.	2,660	$743K	0.0%	-55.5%	0.004%
7/12/2024	Annex Advisory Services LLC	11,550	$3.23M	0.1%	-0.6%	0.015%
7/11/2024	OLD National Bancorp IN	2,501	$699K	0.0%	N/A	0.003%
7/11/2024	Family Wealth Partners LLC	147,288	$41.14M	21.3%	+0.2%	0.197%
7/10/2024	Simplicity Wealth LLC	6,653	$1.86M	0.0%	+1.7%	0.009%
7/10/2024	CGN Advisors LLC	7,105	$1.98M	0.2%	+4.4%	0.010%
7/10/2024	CWM LLC	1,205	$337K	0.0%	+9.8%	0.002%
7/9/2024	Park Avenue Securities LLC	7,899	$2.21M	0.0%	+6.9%	0.011%
7/9/2024	Harbor Capital Advisors Inc.	3,886	$1.09M	0.1%	+275.8%	0.005%
7/5/2024	DNB Asset Management AS	11,488	$3.21M	0.0%	+1.9%	0.015%
7/2/2024	First Hawaiian Bank	3,655	$1.02M	0.0%	-34.7%	0.005%
7/2/2024	GAMMA Investing LLC	216	$60K	0.0%	+56.5%	0.000%
7/2/2024	Transcend Capital Advisors LLC	1,301	$363K	0.0%	+58.1%	0.002%
6/20/2024	HM Payson & Co.	195,128	$51.55M	1.0%	+105.1%	0.261%
6/11/2024	EverSource Wealth Advisors LLC	1,673	$450K	0.0%	-8.7%	0.002%
6/10/2024	Schwab Charitable Fund	1,000	$264K	0.0%	N/A	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	8,627	$2.24M	0.0%	+5.4%	0.012%
5/28/2024	Boston Partners	1,765,230	$466.43M	0.6%	+71.9%	2.363%
5/24/2024	Cetera Advisors LLC	3,153	$833K	0.0%	N/A	0.004%
5/24/2024	Cetera Investment Advisers	13,634	$3.60M	0.0%	+260.7%	0.018%
5/21/2024	Atria Investments Inc	12,185	$3.22M	0.0%	-3.3%	0.016%
5/21/2024	Swedbank AB	13,809	$3.65M	0.0%	N/A	0.018%
5/17/2024	Plato Investment Management Ltd	980	$259K	0.0%	+1,109.9%	0.001%
5/17/2024	iA Global Asset Management Inc.	1,434	$379K	0.0%	-18.4%	0.002%
5/17/2024	Comerica Bank	79,043	$20.88M	0.1%	-3.7%	0.106%
5/17/2024	SkyView Investment Advisors LLC	4,666	$1.23M	0.2%	N/A	0.006%
5/17/2024	Castleark Management LLC	4,065	$1.07M	0.0%	-6.2%	0.005%
5/17/2024	Tidal Investments LLC	1,544	$408K	0.0%	+18.3%	0.002%
5/16/2024	Redwood Investment Management LLC	5,714	$1.51M	0.1%	-7.6%	0.008%
5/16/2024	California State Teachers Retirement System	121,566	$32.12M	0.0%	+0.8%	0.163%
5/16/2024	B. Riley Wealth Advisors Inc.	2,211	$584K	0.0%	+136.7%	0.003%
5/16/2024	Dynasty Wealth Management LLC	822	$217K	0.0%	N/A	0.001%
5/16/2024	Jacobs Levy Equity Management Inc.	340,522	$89.97M	0.4%	-29.0%	0.456%
5/16/2024	Janus Henderson Group PLC	2,575,715	$680.51M	0.4%	-9.4%	3.448%
5/16/2024	Kennedy Capital Management LLC	10,279	$2.72M	0.1%	+71.7%	0.014%
5/16/2024	BlueMar Capital Management LLC	12,231	$3.23M	5.4%	-1.5%	0.016%
5/15/2024	Mount Yale Investment Advisors LLC	1,746	$461K	0.0%	N/A	0.002%
5/15/2024	Public Employees Retirement System of Ohio	36,506	$9.65M	0.0%	-5.2%	0.049%
5/15/2024	Public Employees Retirement Association of Colorado	8,106	$2.14M	0.0%	-7.3%	0.011%
5/15/2024	Bamco Inc. NY	122,038	$32.24M	0.1%	+7.2%	0.163%
5/15/2024	Fairview Capital Investment Management LLC	498,919	$131.82M	7.4%	-0.7%	0.668%
5/15/2024	Price T Rowe Associates Inc. MD	2,374,801	$627.42M	0.1%	-3.3%	3.179%
5/15/2024	Magnetar Financial LLC	3,475	$918K	0.0%	N/A	0.005%
5/15/2024	Lazard Asset Management LLC	940	$247K	0.0%	+1,640.7%	0.001%
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5/15/2024	Epoch Investment Partners Inc.	927,369	$245.01M	1.1%	+19.8%	1.241%
5/15/2024	LRI Investments LLC	1,195	$320K	0.0%	N/A	0.002%
5/15/2024	Quadrature Capital Ltd	6,127	$1.62M	0.0%	N/A	0.008%
5/15/2024	Brant Point Investment Management LLC	34,472	$9.11M	0.8%	-12.2%	0.046%
5/14/2024	Canada Pension Plan Investment Board	783,777	$207.07M	0.2%	+12.7%	1.049%
5/14/2024	Capital Research Global Investors	1,597,136	$421.96M	0.1%	-27.7%	2.138%
5/14/2024	Toronto Dominion Bank	67,213	$17.76M	0.0%	+584.7%	0.090%
5/14/2024	Sheaff Brock Investment Advisors LLC	8,809	$2.33M	0.1%	+8.2%	0.012%
5/14/2024	Heron Bay Capital Management	89,929	$23.76M	5.0%	-4.6%	0.120%
5/14/2024	Advisors Asset Management Inc.	1,935	$511K	0.0%	-41.2%	0.003%

(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, 711 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.86B), BlackRock Inc. ($1.36B), Janus Henderson Group PLC ($680.51M), Price T Rowe Associates Inc. MD ($627.42M), FMR LLC ($540.16M), Kayne Anderson Rudnick Investment Management LLC ($509.95M), and Boston Partners ($466.43M).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 599 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: WCM Investment Management LLC ($2.57M), FMR LLC ($2.13M), Boston Partners ($1.71M), Capital Research Global Investors ($1.19M), TD Asset Management Inc ($926.02K), Norges Bank ($880.84K), and Epoch Investment Partners Inc. ($750.81K).

How much institutional buying is happening at LPL Financial?: Institutional investors have bought a total of 27,036,231 shares in the last 24 months. This purchase volume represents approximately $5.92B in transactions.
Which LPL Financial major shareholders have been selling company stock?: Of the 408 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: Artisan Partners Limited Partnership ($987.38K), Allspring Global Investments Holdings LLC ($985.20K), Bank of New York Mellon Corp ($912.95K), WCM Investment Management LLC ($778.13K), Capital Research Global Investors ($736.94K), Eagle Asset Management Inc. ($649.71K), and Wellington Management Group LLP ($604.94K).
How much institutional selling is happening at LPL Financial?: Institutional investors have sold a total of 21,207,120 shares in the last 24 months. This volume of shares sold represents approximately $4.67B in transactions.