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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$322.87 -1.04 (-0.32%)
(As of 12:27 PM ET)
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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)
342
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$2.27B
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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
11/27/2024 Franklin Resources Inc.259,919$64.90M0.0%-17.8%0.347%
11/25/2024 Tidal Investments LLC7,662$1.78M0.0%+98.9%0.010%
11/25/2024 Wilmington Savings Fund Society FSB783$182K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC16,399$3.82M0.0%+25.6%0.022%
11/21/2024 Anchor Investment Management LLC9,669$2.25M0.2%+15.6%0.013%
11/21/2024 SkyView Investment Advisors LLC4,835$1.13M0.2%+2.8%0.006%
11/18/2024 TD Private Client Wealth LLC12,079$2.81M0.1%+11.0%0.016%
11/18/2024 Toronto Dominion Bank46,632$10.85M0.0%-47.6%0.062%
11/18/2024 TT International Asset Management LTD11,266$2.62M0.3%N/A0.015%
11/18/2024 Coldstream Capital Management Inc.1,183$283K0.0%-13.8%0.002%
11/16/2024 Geode Capital Management LLC1,436,831$333.58M0.0%+2.6%1.919%
11/15/2024 Vestcor Inc1,576$367K0.0%-61.2%0.002%
11/15/2024 LRI Investments LLC1,126$262K0.0%-4.9%0.002%
11/15/2024 Public Employees Retirement System of Ohio27,759$6.46M0.0%-8.8%0.037%
11/15/2024 Nomura Asset Management Co. Ltd.21,482$5.00M0.0%-25.8%0.029%
11/15/2024 MML Investors Services LLC15,189$3.53M0.0%-8.4%0.020%
11/15/2024 Orion Portfolio Solutions LLC3,684$857K0.0%-22.6%0.005%
11/15/2024 National Bank of Canada FI365$85K0.0%-77.2%0.000%
11/15/2024 EP Wealth Advisors LLC1,171$272K0.0%+44.0%0.002%
11/15/2024 Kovitz Investment Group Partners LLC5,649$1.30M0.0%+4.6%0.008%
11/15/2024 Wellington Management Group LLP227,157$52.84M0.0%+32.8%0.303%
11/15/2024 Weiss Asset Management LP17,226$4.01M0.1%N/A0.023%
11/15/2024 State Street Corp1,677,093$390.14M0.0%-1.5%2.240%
11/15/2024 Stifel Financial Corp122,831$28.57M0.0%-15.3%0.164%
11/15/2024 Quantinno Capital Management LP14,394$3.35M0.0%+4.0%0.019%
11/15/2024 Royal London Asset Management Ltd.51,542$11.99M0.0%+6.2%0.069%
11/15/2024 Point72 Asset Management L.P.350,382$81.51M0.2%+144.6%0.468%
11/15/2024 Prana Capital Management LP18,876$4.39M0.2%+35.0%0.025%
11/15/2024 IHT Wealth Management LLC3,411$792K0.0%+14.1%0.005%
11/15/2024 Integrated Wealth Concepts LLC4,107$956K0.0%+1.1%0.005%
11/15/2024 Investment Management Corp of Ontario2,461$573K0.0%+48.2%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.2,344$545K0.0%-98.5%0.003%
11/15/2024 Janus Henderson Group PLC2,528,497$588.21M0.3%-0.5%3.377%
11/15/2024 HighTower Advisors LLC12,783$2.97M0.0%+7.8%0.017%
11/15/2024 Holocene Advisors LP278,783$64.85M0.3%+25.6%0.372%
11/15/2024 Centiva Capital LP10,867$2.53M0.1%N/A0.015%
11/15/2024 Cinctive Capital Management LP32,858$7.64M0.4%-18.6%0.044%
11/15/2024 ArrowMark Colorado Holdings LLC33,256$7.74M0.1%N/A0.044%
11/15/2024 Aureus Asset Management LLC3,505$815K0.1%-21.3%0.005%
11/15/2024 Azora Capital LP643,544$149.71M8.1%+52.2%0.859%
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11/15/2024 Bamco Inc. NY65,448$15.23M0.0%-47.9%0.087%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp12,466$2.90M0.0%-12.6%0.017%
11/14/2024 Maverick Capital Ltd.497,075$115.64M2.3%+82.0%0.664%
11/14/2024 Ironwood Investment Counsel LLC1,460$340K0.1%-3.9%0.002%
11/14/2024 Point72 Europe London LLP37,276$8.67M0.6%+90.2%0.050%
11/14/2024 Caisse DE Depot ET Placement DU Quebec62,104$14.45M0.0%N/A0.083%
11/14/2024 Southpoint Capital Advisors LP750,000$174.47M4.1%+50.0%1.002%
11/14/2024 Verition Fund Management LLC2,980$693K0.0%-25.5%0.004%
11/14/2024 Captrust Financial Advisors197,584$45.96M0.1%+1,174.1%0.264%
11/14/2024 Rockefeller Capital Management L.P.11,319$2.63M0.0%N/A0.015%
11/14/2024 Vinva Investment Management Ltd3,178$734K0.0%+14.1%0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC615,237$143.12M0.0%-6.1%0.822%
11/14/2024 Tybourne Capital Management HK Ltd.172,700$40.18M11.3%N/A0.231%
11/14/2024 Fiduciary Trust Co1,733$403K0.0%-14.5%0.002%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank27,214$6.33M0.0%+4.2%0.036%
11/14/2024 MetLife Investment Management LLC4,693$1.09M0.0%-1.9%0.006%
11/13/2024 RiverGlades Family Offices LLC1,100$256K0.2%N/A0.001%
11/13/2024 Bridgewater Associates LP35,848$8.34M0.0%+230.4%0.048%
11/13/2024 Freedom Investment Management Inc.972$226K0.0%-76.0%0.001%
11/13/2024 Cynosure Group LLC1,724$401K0.1%+28.8%0.002%
11/13/2024 Townsquare Capital LLC10,564$2.46M0.0%+14.4%0.014%
11/13/2024 BNP Paribas Financial Markets62,047$14.43M0.0%-47.6%0.083%
11/13/2024 Brooklyn Investment Group184$43K0.0%N/A0.000%
11/13/2024 FMR LLC3,322,571$772.93M0.0%+24.4%4.437%
11/13/2024 The Manufacturers Life Insurance Company559,402$130.13M0.1%-27.7%0.747%
11/13/2024 Bank of Montreal Can40,784$9.42M0.0%-46.2%0.054%
11/13/2024 Brown Brothers Harriman & Co.151,979$35.36M0.2%+58.4%0.203%
11/13/2024 DRW Securities LLC20,080$4.67M0.1%+3.5%0.027%
11/13/2024 Independent Advisor Alliance4,702$1.09M0.0%+25.4%0.006%
11/13/2024 Daiwa Securities Group Inc.15,841$3.69M0.0%+50.6%0.021%
11/12/2024 Westfield Capital Management Co. LP710,867$165.37M0.7%+21.6%0.949%
11/12/2024 Swedbank AB16,429$3.82M0.0%+19.8%0.022%
11/12/2024 Pitcairn Co.6,244$1.45M0.1%-8.1%0.008%
11/12/2024 Cerity Partners LLC11,046$2.57M0.0%+164.2%0.015%
11/12/2024 Citigroup Inc.37,289$8.68M0.0%-29.3%0.050%
11/12/2024 Raymond James Trust N.A.2,995$697K0.0%-39.9%0.004%
11/12/2024 First County Bank CT1,074$250K0.1%-12.1%0.001%
11/12/2024 Concorde Asset Management LLC2,167$504K0.3%-1.5%0.003%
11/12/2024 Eagle Asset Management Inc.591,233$137.54M0.7%-9.5%0.790%
11/12/2024 Charles Schwab Investment Management Inc.321,813$74.86M0.0%+3.2%0.430%
11/12/2024 Massachusetts Financial Services Co. MA710,367$165.25M0.0%-19.7%0.949%
11/12/2024 Integrated Investment Consultants LLC7,203$1.68M0.0%+17.2%0.010%
11/9/2024 Primecap Management Co. CA40,900$9.52M0.0%-82.6%0.055%
11/9/2024 Intech Investment Management LLC91,999$21.40M0.2%+267.0%0.123%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.60,446$14.06M0.0%+19.6%0.081%
11/8/2024 King Luther Capital Management Corp6,778$1.58M0.0%+15.7%0.009%
11/8/2024 Pzena Investment Management LLC1,187$276K0.0%-23.0%0.002%
11/8/2024 Moran Wealth Management LLC2,807$653K0.0%+63.7%0.004%
11/8/2024 First Horizon Advisors Inc.385$90K0.0%+32.3%0.001%
11/8/2024 Advisors Asset Management Inc.1,906$443K0.0%-28.7%0.003%
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11/8/2024 Jennison Associates LLC94,850$22.07M0.0%+46.0%0.127%
11/8/2024 Commerce Bank20,545$4.78M0.0%-88.3%0.027%
11/8/2024 Avior Wealth Management LLC2,416$562K0.0%+1.8%0.003%
11/8/2024 PNC Financial Services Group Inc.3,988$928K0.0%+11.9%0.005%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG3,161$735K0.0%N/A0.004%
11/7/2024 Meeder Asset Management Inc.566$132K0.0%+2,076.9%0.001%
11/7/2024 OneAscent Financial Services LLC1,018$237K0.2%-8.4%0.001%
11/7/2024 Caprock Group LLC2,786$648K0.0%-10.3%0.004%
11/7/2024 Pathstone Holdings LLC36,334$8.45M0.0%-15.8%0.049%
11/7/2024 Mawer Investment Management Ltd.43,016$10.01M0.0%+3.2%0.058%
(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, 706 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), FMR LLC ($772.93M), Kayne Anderson Rudnick Investment Management LLC ($723.33M), Price T Rowe Associates Inc. MD ($627.42M), Janus Henderson Group PLC ($588.21M), 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 580 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: FMR LLC ($2.71M), Boston Partners ($1.71M), Capital Research Global Investors ($1.19M), TD Asset Management Inc ($926.02K), Norges Bank ($880.84K), Epoch Investment Partners Inc. ($750.81K), and Massachusetts Financial Services Co. MA ($642.39K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 24,853,409 shares in the last 24 months. This purchase volume represents approximately $5.70B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 406 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: WCM Investment Management LLC ($792.18K), Capital Research Global Investors ($736.94K), Allspring Global Investments Holdings LLC ($654.43K), Wellington Management Group LLP ($604.94K), abrdn plc ($547.36K), Bank of New York Mellon Corp ($480.35K), and D. E. Shaw & Co. Inc. ($449.66K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 19,349,214 shares in the last 24 months. This volume of shares sold represents approximately $4.49B in transactions.


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This page (NASDAQ:LPLA) was last updated on 12/3/2024 by MarketBeat.com Staff
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