LPL Financial Ownership | Who Owns LPL Financial?

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LPL Financial Ownership Summary

LPL Financial is owned by 86.26% institutional investors, 1.90% insiders, and 11.85% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% of LPLA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.17% of its assets in LPL Financial shares.

LPLA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LPL Financial	86.26%	1.90%	11.85%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	7.22M	9.65%	$2.36B
Blackrock	5.30M	7.11%	$1.48B
Blackrock funding, inc. /de	4.77M	6.37%	$1.56B
Janus henderson group	3.05M	4.08%	$996.03M
Fmr	2.96M	3.96%	$966.05M
Kayne anderson rudnick investment management	2.66M	3.56%	$868.76M
Lone pine capital	1.92M	2.57%	$627.80M
Boston partners	1.89M	2.53%	$526.53M
State street	1.70M	2.28%	$475.64M
Wcm investment management	1.64M	2.20%	$536.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Family wealth partners	107.86K	16.74%	$35.22M
Surgocap partners lp	709.27K	11.93%	$231.58M
Darlington partners capital management, lp	938.35K	11.45%	$306.38M
Teca partners, lp	52.88K	11.00%	$17.26M
Fairview capital investment management	478.00K	8.09%	$156.07M
Samlyn capital	1.57M	7.76%	$513.63M
Rivermont capital management lp	60.06K	7.39%	$19.61M
Hmi capital management	401.24K	6.58%	$131.01M
Tybourne capital management (hk)	77.28K	6.33%	$25.23M
Heron bay capital management	85.59K	5.84%	$27.95M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	936.41K	0.04%	936.41K
Raymond james financial	906.50K	0.11%	906.50K
Janus henderson group	3.05M	0.51%	522.03K
Balyasny asset management	471.49K	0.23%	471.49K
Dodge & cox	470.11K	0.09%	454.55K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.58M
First trust advisors lp	10.02K	0.00%	-981.01K
Blackrock	5.30M	0.03%	-774.55K
Eminence capital, lp	558.65K	2.79%	-519.46K
Fmr	2.96M	0.06%	-363.85K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	936.41K	0.04%	936.41K	$305.75M
Raymond james financial	906.50K	0.11%	906.50K	$295.98M
Balyasny asset management	471.49K	0.23%	471.49K	$153.95M
Artisan partners limited partnership	417.87K	0.21%	417.87K	$136.44M
Alyeska investment group	416.61K	0.51%	416.61K	$136.03M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Abich financial wealth management	-1.00
Tfc financial management	-1.00
Ghp investment advisors	-3.00
Tfo-tdc	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	670	1.21%	64,499,168	-9.34%	86	0.95%	339	4.31%	246	4.24%
Sep 30, 2024	653	-4.25%	71,015,179	-1.34%	94	1.02%	320	-12.81%	233	11.48%
Jun 30, 2024	672	2.44%	71,963,604	0.31%	96	1.11%	361	6.80%	208	0.97%
Mar 31, 2024	656	4.79%	71,742,940	0.74%	93	1.07%	338	25.65%	206	-19.53%
Dec 31, 2023	626	2.96%	71,216,959	0.25%	93	1.11%	269	-16.20%	256	34.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	2.37M	3.17%	1.75K
Vanguard Total Stock Mkt Idx Inv	2.36M	3.16%	4.43K
Vanguard Mid Cap Index Institutional	1.62M	2.17%	6.91K
Janus Inst Mid Cap Growth CF	1.52M	2.04%	414.61K
Janus Henderson Enterprise D	1.52M	2.04%	-
Fidelity Magellan	1.19M	1.59%	1.19M
JHancock Disciplined Value Mid Cap I	1.14M	1.53%	-60.33K
Vanguard Institutional Extnd Mkt Idx Tr	1.14M	1.52%	2.66K
VA CollegeAmerica Amcap 529A	1.13M	1.51%	-21.11K
Capital Group AMCAP Composite	1.13M	1.51%	-21.11K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2025	Jambusaria Aneri	Managing Director	Sell	$24.95K
Feb 26, 2025	Cohen Marc Eliot	Managing Director	Sell	$402.44K
Feb 26, 2025	Audette Matthew J	President and CFO	Sell	$1.65M
Feb 18, 2025	Steinmeier Richard	Chief Executive Officer	Sell	$1.31M
Feb 10, 2025	Enyedi Matthew	Managing Director	Sell	$1.90M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	13
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	34

LPLA Ownership FAQ

Who Owns LPL Financial?

LPL Financial shareholders are primarily institutional investors at 86.26%, followed by 1.90% insiders and 11.84% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 34.70%, which LPL Financial exceeds.

Who owns the most shares of LPL Financial?

LPL Financial’s largest shareholders are Vanguard group (7.22M shares, 9.65%), Blackrock (5.3M shares, 7.11%), and Blackrock funding, inc. /de (4.77M shares, 6.37%). Together, they hold 23.14% of LPL Financial’s total shares outstanding.

Does Blackrock own LPL Financial?

Yes, BlackRock owns 7.11% of LPL Financial, totaling 5.3M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.48B$. In the last quarter, BlackRock decreased its holdings by -775K shares, a -12.75% change.

Who is LPL Financial’s biggest shareholder by percentage of total assets invested?

Family wealth partners is LPL Financial’s biggest shareholder by percentage of total assets invested, with 16.74% of its assets in 107.86K LPL Financial shares, valued at 35.22M$.

Who is the top mutual fund holder of LPL Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of LPL Financial shares, with 3.17% of its total shares outstanding invested in 2.37M LPL Financial shares.

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