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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$277.68 +3.92 (+1.43%)
As of 02:54 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)
574
Total
Institutional Inflows
(last 12 months)
$9.12B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$3.83B
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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
5/21/2026 Argent Capital Management LLC28,855$8.68M0.3%+50.9%0.036%
5/19/2026 Western Wealth Management LLC503$151K0.0%N/A0.001%
5/19/2026 Bank of America Corp DE803,428$241.70M0.0%+0.9%1.005%
5/19/2026 Janus Henderson Group PLC3,666,780$1.10B0.5%+8.6%4.585%
5/19/2026 Arkadios Wealth Advisors1,975$594K0.0%-23.6%0.002%
5/19/2026 South Dakota Investment Council5,147$1.55M0.0%-28.0%0.006%
5/18/2026 Amundi125,776$37.84M0.0%-26.3%0.157%
5/18/2026 EverSource Wealth Advisors LLC725$218K0.0%-14.4%0.001%
5/18/2026 California State Teachers Retirement System117,376$35.31M0.0%-1.9%0.147%
5/18/2026 Royal Bank of Canada157,829$47.48M0.0%-12.7%0.197%
5/18/2026 Empowered Funds LLC24,339$7.32M0.0%+32.6%0.030%
5/16/2026 The Manufacturers Life Insurance Company 5,060$1.52M0.0%+2.7%0.006%
5/16/2026 Quantinno Capital Management LP46,516$13.99M0.0%+33.1%0.058%
5/16/2026 Teca Partners LP50,078$15.07M10.4%+20.6%0.063%
5/16/2026 Polar Asset Management Partners Inc.8,916$2.68M0.1%N/A0.011%
5/16/2026 SummitTX Capital L.P.18,466$5.56M0.2%N/A0.023%
5/15/2026 OMERS ADMINISTRATION Corp3,973$1.20M0.0%+26.5%0.005%
5/15/2026 Lombard Odier Asset Management Switzerland SA1,630$490K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC2,740$824K0.0%+288.1%0.003%
5/15/2026 Wealth Alliance LLC1,448$436K0.0%-12.2%0.002%
5/15/2026 Epoch Investment Partners Inc.408,301$122.83M0.7%-11.7%0.511%
5/14/2026 Dai ichi Life Insurance Company Ltd1,593$479K0.0%+178.0%0.002%
5/14/2026 Renaissance Technologies LLC120,540$36.26M0.1%+5.7%0.151%
5/14/2026 Gabelli Funds LLC3,000$902K0.0%-2.6%0.004%
5/14/2026 Morningstar Investment Management LLC7,849$2.36M0.1%+42.6%0.010%
5/14/2026 Public Employees Retirement System of Ohio24,222$7.29M0.0%-2.8%0.030%
5/14/2026 Clarkston Capital Partners LLC96,404$29.00M2.2%-68.0%0.121%
5/14/2026 Bank of Nova Scotia5,705$1.72M0.0%+0.7%0.007%
5/14/2026 Gibbs Wealth Management1,830$551K0.1%+16.7%0.002%
5/14/2026 Sei Investments Co.126,774$38.13M0.0%+13.4%0.159%
5/14/2026 Lido Advisors LLC2,608$785K0.0%+35.2%0.003%
5/13/2026 Cetera 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%
5/13/2026 Aureus Asset Management LLC3,234$973K0.1%-6.9%0.004%
5/13/2026 NewEdge Wealth LLC12,914$3.89M0.0%-35.3%0.016%
5/13/2026 First 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%
5/8/2026 PNC Financial Services Group Inc.8,940$2.69M0.0%+15.9%0.011%
5/8/2026 Oslo Pensjonsforsikring AS535$161K0.0%N/A0.001%
5/7/2026 WCM Investment Management LLC1,734,395$520.63M1.2%+0.8%2.169%
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5/7/2026 Dimensional Fund Advisors LP816,367$245.60M0.1%+3.6%1.021%
5/7/2026 Parallel Advisors LLC2,711$816K0.0%+7.2%0.003%
5/7/2026 Cantillon Capital Management LLC324,927$97.75M0.6%-12.0%0.406%
5/7/2026 SEB Asset Management AB16,710$5.03M0.0%N/A0.021%
5/7/2026 Vision Retirement LLC1,043$314K0.1%-3.2%0.001%
5/7/2026 Valley Wealth Managers Inc.2,203$663K0.0%-4.0%0.003%
5/6/2026 Jennison Associates LLC135,221$40.68M0.0%+21.1%0.169%
5/6/2026 California Public Employees Retirement System143,288$43.11M0.0%-6.1%0.179%
5/6/2026 Future 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%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.12,449$3.75M0.2%N/A0.016%
5/6/2026 Bessemer Group Inc.4,933$1.48M0.0%+43.2%0.006%
5/6/2026 Allspring Global Investments Holdings LLC2,514$727K0.0%-98.0%0.003%
5/6/2026 Independent Financial Group LLC1,794$540K0.0%N/A0.002%
5/5/2026 Wealthfront 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%
5/5/2026 Bank of New York Mellon Corp383,839$115.47M0.0%+5.1%0.479%
5/5/2026 Illinois Municipal Retirement Fund14,272$4.29M0.1%-26.9%0.018%
5/5/2026 Sanctuary Advisors LLC11,486$3.46M0.0%-24.7%0.014%
5/5/2026 Camden National Bank986$297K0.0%+8.5%0.001%
5/5/2026 Roberts Glore & Co. Inc. IL764$230K0.1%N/A0.001%
5/4/2026 Retirement Planning Group LLC1,888$568K0.0%-3.5%0.002%
5/4/2026 Sterling 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%
5/4/2026 Principal Financial Group Inc.2,636,544$793.16M0.4%+36.3%3.288%
5/4/2026 Abound Financial LLC193$58K0.0%+9,550.0%0.000%
5/4/2026 Y.D. More Investments Ltd210$63K0.0%+250.0%0.000%
5/2/2026 International Assets Investment Management LLC1,038$300K0.0%-26.9%0.001%
5/2/2026 Anchor Investment Management LLC10,884$3.27M0.3%+2.0%0.014%
5/2/2026 ARQ Wealth Advisors LLC3,090$930K0.2%N/A0.004%
5/1/2026 Fifth Third Bancorp15,263$4.59M0.0%+4,273.4%0.019%
5/1/2026 Simplicity Wealth LLC690$208K0.0%-8.1%0.001%
5/1/2026 Candriam 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%
4/30/2026 Hsbc 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%
4/30/2026 Kestra Advisory Services LLC2,498$751K0.0%-35.1%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.167,528$50.40M0.0%-5.1%0.209%
4/30/2026 Resona Asset Management Co. Ltd.24,326$7.32M0.0%+2.1%0.030%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich37,605$11.31M0.3%+11.6%0.047%
4/30/2026 Personal CFO Solutions LLC809$243K0.0%+20.7%0.001%
4/30/2026 Stenger Family Office LLC3,305$994K0.2%-3.6%0.004%
4/29/2026 United Asset Strategies Inc.13,767$4.14M0.3%+4.3%0.017%
4/29/2026 Burney Co.3,795$1.14M0.0%-87.3%0.005%
4/29/2026 Swedbank AB58,348$17.55M0.0%-19.5%0.073%
4/29/2026 Integrated Advisors Network LLC712$214K0.0%+16.7%0.001%
4/29/2026 Shelton Wealth Management LLC3,672$1.11M0.5%-1.4%0.005%
4/28/2026 Whittier Trust Co. of Nevada Inc.20,868$6.15M0.1%+5.5%0.026%
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4/28/2026 Whittier Trust Co.40,451$11.91M0.1%+11.2%0.050%
4/28/2026 DGS Capital Management LLC1,414$425K0.1%-14.2%0.002%
4/28/2026 Berger Financial Group Inc749$225K0.0%+6.1%0.001%
4/28/2026 NBT Bank N A NY299$90K0.0%-16.2%0.000%
4/28/2026 V Square Quantitative Management LLC1,293$389K0.0%+16.0%0.002%
4/28/2026 QRG Capital Management Inc.3,596$1.08M0.0%-15.1%0.004%
4/27/2026 HB Wealth Management LLC7,789$2.34M0.0%+1.6%0.010%
4/27/2026 Leelyn Smith LLC3,764$1.13M0.2%+19.5%0.005%
4/27/2026 Private Advisor Group LLC28,192$8.48M0.0%-3.1%0.035%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund22,440$6.75M0.0%+51.4%0.028%


LPLA Institutional Ownership - Frequently Asked Questions

During the previous two years, 916 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 828 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 25,927,057 shares in the last 24 months. This purchase volume represents approximately $9.12B in transactions.

Of the 374 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 10,938,848 shares in the last 24 months. This volume of shares sold represents approximately $3.83B in transactions.


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This page (NASDAQ:LPLA) was last updated on 6/1/2026 by MarketBeat.com Staff.
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