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LPL Financial Ownership | Who Owns LPL Financial?

OverviewForecastRevenueFinancialsChartTranscripts

LPL Financial Ownership Summary

LPL Financial is owned by 94.97% institutional investors, 0.68% insiders, and 4.35% retail investors. Vanguard group is the largest institutional shareholder, holding 9.64% of LPLA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in LPL Financial shares.

LPLA Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLPL Financial94.97%0.68%4.35%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCapital Markets Stocks43.37%15.77%40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group7.19M9.64%$2.01B
Blackrock5.30M7.11%$1.48B
Fmr2.67M3.58%$746.26M
Kayne anderson rudnick investment management2.59M3.47%$723.33M
Janus henderson group2.54M3.41%$710.04M
Price t rowe associates inc /md/2.10M2.82%$586.51M
Boston partners1.89M2.53%$526.53M
State street1.70M2.28%$475.64M
Lone pine capital1.69M2.26%$470.64M
Wcm investment management1.66M2.23%$459.87M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Family wealth partners147.29K21.35%$41.14M
Darlington partners capital management, lp783.29K10.35%$218.77M
Surgocap partners lp546.84K8.93%$152.73M
Fairview capital investment management486.82K7.65%$135.97M
Hmi capital management569.64K6.06%$159.10M
Samlyn capital1.19M5.55%$333.68M
Azora capital lp422.92K5.44%$118.12M
Heron bay capital management89.84K5.34%$25.09M
Clarkston capital partners992.62K5.29%$277.24M
Bluemar capital management6.58K3.83%$1.84M

Top Buyers

HolderShares% AssetsChange
Norges bank928.89K0.04%928.89K
Southpoint capital advisors lp500.00K3.47%385.00K
Kayne anderson rudnick investment management2.59M1.77%233.24K
Holocene advisors, lp221.96K0.26%221.96K
Westfield capital management co lp584.60K0.80%199.37K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---1.58M
Blackrock5.30M0.03%-774.55K
Fmr2.67M0.05%-493.39K
Arrowmark colorado---452.94K
D. e. shaw496.38K0.13%-449.66K

New Positions

HolderShares% AssetsChangeValue
Norges bank928.89K0.04%928.89K$259.44M
Holocene advisors, lp221.96K0.26%221.96K$61.99M
Jennison associates64.95K0.01%64.95K$18.14M
Cinctive capital management lp40.37K0.54%40.37K$11.27M
2xideas40.18K1.40%40.18K$11.22M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024653-4.25%71,015,179-1.34%941.02%320-12.81%23311.48%
Jun 30, 20246722.44%71,963,6040.31%961.11%3616.80%2080.97%
Mar 31, 20246564.79%71,742,9400.74%931.07%33825.65%206-19.53%
Dec 31, 20236262.96%71,216,9590.25%931.11%269-16.20%25634.03%
Sep 30, 20236081.67%71,039,908-1.55%911.10%32118.45%191-20.08%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.36M3.15%-8.56K
Vanguard Mid Cap Index Institutional1.59M2.12%2.90K
JHancock Disciplined Value Mid Cap I1.14M1.52%-
VA CollegeAmerica Amcap 529A1.13M1.51%-21.11K
Capital Group AMCAP Composite1.13M1.51%-21.11K
Vanguard Institutional Extnd Mkt Idx Tr1.11M1.48%-5.97K
Janus Henderson Enterprise D1.11M1.48%-
Janus Inst Mid Cap Growth CF1.11M1.48%-
Vanguard Growth Index Investor953.95K1.27%6.18K
First Trust Capital Strength ETF799.54K1.07%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 05, 2024Jambusaria Aneri Managing DirectorSell$101.24K
Jun 14, 2024Arnold Dan H. President & CEOSell$1.57M
Feb 26, 2024Sethi Kabir Managing DirectorSell$176.17K
Feb 26, 2024Sethi Kabir Managing DirectorSell$64.83K
Feb 26, 2024Sethi Kabir Managing DirectorSell$86.21K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2-1
2024 Q1-34
2023 Q4-2

LPLA Ownership FAQ

Who Owns LPL Financial?

LPL Financial shareholders are primarily institutional investors at 94.97%, followed by 0.68% insiders and 4.35% retail investors. The average institutional ownership in LPL Financial's industry, Capital Markets Stocks, is 43.37%, which LPL Financial exceeds.

Who owns the most shares of LPL Financial?

LPL Financial’s largest shareholders are Vanguard group (7.19M shares, 9.64%), Blackrock (5.3M shares, 7.11%), and Fmr (2.67M shares, 3.58%). Together, they hold 20.34% 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 21.35% of its assets in 147.29K LPL Financial shares, valued at 41.14M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of LPL Financial shares, with 3.15% of its total shares outstanding invested in 2.36M LPL Financial shares.

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