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LPL Financial (LPLA) Institutional Ownership

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$365.60 +3.72 (+1.03%)
As of 11:56 AM 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)
361
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$1.97B
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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
2/4/2025Amalgamated Bank5,662$1.85M0.0%+1.2%0.008%
2/4/2025Bank of New York Mellon Corp452,684$147.81M0.0%-5.7%0.605%
2/4/2025IFP Advisors Inc156$51K0.0%-44.9%0.000%
2/4/2025World Equity Group Inc.1,720$561K0.1%N/A0.002%
2/4/2025Fjarde AP Fonden Fourth Swedish National Pension Fund16,500$5.39M0.1%-20.3%0.022%
2/4/2025MONECO Advisors LLC2,169$708K0.1%-8.4%0.003%
2/3/2025 First Horizon Advisors Inc.432$141K0.0%+12.2%0.001%
2/3/2025 One Day In July LLC702$229K0.0%N/A0.001%
2/3/2025 Handelsbanken Fonder AB19,181$6.26M0.0%-2.5%0.026%
2/3/2025 WealthCare Investment Partners LLC677$222K0.1%N/A0.001%
2/3/2025 Wealth Alliance1,483$484K0.1%+2.1%0.002%
2/3/2025 Ieq Capital LLC2,521$823K0.0%+15.0%0.003%
2/3/2025 Private Advisor Group LLC26,365$8.61M0.0%-2.7%0.035%
2/3/2025 Good Life Advisors LLC913$298K0.0%N/A0.001%
1/31/2025 New York State Common Retirement Fund42,141$13.76M0.0%-5.6%0.056%
1/31/2025 Prossimo Advisors LLC3,785$1.24M0.9%+69.4%0.005%
1/31/2025 Valley Wealth Managers Inc.2,319$757K0.1%+16.8%0.003%
1/31/2025 Pinnbrook Capital Management LP15,285$4.99M0.5%N/A0.020%
1/31/2025 Truist Financial Corp192,153$62.74M0.1%+7.9%0.257%
1/31/2025 CIBC Asset Management Inc3,301$1.08M0.0%+20.1%0.004%
1/31/2025 Sanctuary Advisors LLC16,632$6.02M0.0%+1.4%0.022%
1/31/2025 Catalyst Capital Advisors LLC1,710$558K0.0%-33.0%0.002%
1/31/2025 Principal Financial Group Inc.66,869$21.83M0.0%+163.1%0.089%
1/31/2025 State of New Jersey Common Pension Fund D27,328$8.92M0.0%-0.3%0.036%
1/31/2025 Financiere des Professionnels Fonds d investissement inc.1,411$461K0.0%-60.3%0.002%
1/30/2025 James Investment Research Inc.7,181$2.35M0.3%-1.3%0.010%
1/30/2025 Sheaff Brock Investment Advisors LLC7,377$2.41M0.2%-14.6%0.010%
1/30/2025 Allworth Financial LP464$165K0.0%-17.0%0.001%
1/30/2025 Principal Securities Inc.1,051$343K0.0%+9.9%0.001%
1/30/2025 Rhumbline Advisers101,446$33.12M0.0%-4.1%0.135%
1/30/2025 Asset Management One Co. Ltd.31,360$10.41M0.0%+1.8%0.042%
1/29/2025 Van ECK Associates Corp33,794$11.03M0.0%-7.1%0.045%
1/29/2025 Cigna Investments Inc. New746$244K0.0%N/A0.001%
1/29/2025 Summit Trail Advisors LLC1,822$595K0.0%N/A0.002%
1/29/2025 MFA Wealth Advisors LLC1,052$343K0.1%-8.4%0.001%
1/28/2025 Coronation Fund Managers Ltd.187,008$61.06M3.6%-14.0%0.250%
1/28/2025 Compass Financial Services Inc200$65K0.0%N/A0.000%
1/28/2025 WCM Investment Management LLC1,641,615$536.78M1.3%-0.5%2.192%
1/28/2025 Entropy Technologies LP1,292$422K0.0%N/A0.002%
1/28/2025 Empowered Funds LLC12,115$3.96M0.1%-15.2%0.016%
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1/28/2025 Sanchez Wealth Management Group1,686$551K0.2%+2.1%0.002%
1/28/2025 Wilmington Savings Fund Society FSB464$152K0.0%-40.7%0.001%
1/28/2025 Kingsview Wealth Management LLC741$242K0.0%N/A0.001%
1/28/2025 Apollon Wealth Management LLC972$317K0.0%+6.9%0.001%
1/28/2025 Golden State Wealth Management LLC500$163K0.0%N/A0.001%
1/28/2025 Iridian Asset Management LLC CT28,902$9.44M2.5%-65.1%0.039%
1/28/2025 Tobam20,133$6.57M2.1%-52.1%0.027%
1/28/2025 Ameliora Wealth Management Ltd.330$108K0.0%N/A0.000%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,796$4.83M0.0%-11.3%0.020%
1/28/2025 Sumitomo Mitsui Trust Group Inc.173,024$56.49M0.0%-1.2%0.231%
1/27/2025 Financial Advocates Investment Management834$272K0.0%-5.4%0.001%
1/27/2025 Bleakley Financial Group LLC4,857$1.59M0.0%-0.6%0.006%
1/27/2025 Choreo LLC1,698$555K0.0%+60.6%0.002%
1/27/2025 Mirae Asset Global Investments Co. Ltd.8,233$2.69M0.0%+4.0%0.011%
1/27/2025 Stratos Investment Management LLC675$220K0.0%N/A0.001%
1/27/2025 Stratos Wealth Partners LTD.2,247$734K0.0%-15.0%0.003%
1/27/2025 Yousif Capital Management LLC1,783$582K0.0%+5.1%0.002%
1/27/2025 E. Ohman J or Asset Management AB2,100$686K0.0%-36.4%0.003%
1/27/2025 Mather Group LLC.916$299K0.0%+4.1%0.001%
1/24/2025 abrdn plc216,750$71.05M0.1%-14.5%0.289%
1/24/2025 Jennison Associates LLC108,256$35.35M0.0%+14.1%0.145%
1/24/2025 One Wealth Advisors LLC1,015$331K0.0%N/A0.001%
1/24/2025 DAVENPORT & Co LLC1,762$575K0.0%+3.1%0.002%
1/24/2025 Tokio Marine Asset Management Co. Ltd.44,084$14.39M0.5%+1,887.6%0.059%
1/23/2025 Great Diamond Partners LLC649$212K0.1%N/A0.001%
1/23/2025 Caprock Group LLC3,879$1.27M0.0%+39.2%0.005%
1/23/2025 Institute for Wealth Management LLC.714$233K0.0%N/A0.001%
1/23/2025 Mediolanum International Funds Ltd14,859$4.85M0.1%-48.0%0.020%
1/23/2025 OLD National Bancorp IN3,206$1.05M0.0%+5.8%0.004%
1/23/2025 Baader Bank Aktiengesellschaft697$228K0.0%N/A0.001%
1/23/2025 Swedbank AB22,487$7.34M0.0%+36.9%0.030%
1/23/2025 Forsta AP Fonden15,500$5.06M0.0%-0.6%0.021%
1/23/2025 Foster Victor Wealth Advisors LLC54,459$19.00M1.5%-21.9%0.073%
1/23/2025 Robeco Institutional Asset Management B.V.7,929$2.59M0.0%+6.9%0.011%
1/23/2025 Sumitomo Life Insurance Co.3,882$1.27M0.0%-3.7%0.005%
1/23/2025 R Squared Ltd240$78K0.1%N/A0.000%
1/22/2025 Perigon Wealth Management LLC801$277K0.0%N/A0.001%
1/22/2025 Hutchens & Kramer Investment Management Group LLC958$313K0.2%+5.6%0.001%
1/22/2025 Mount Yale Investment Advisors LLC3,693$1.21M0.1%+35.7%0.005%
1/22/2025 KBC Group NV13,226$4.32M0.0%+29.3%0.018%
1/22/2025 Blue Trust Inc.814$266K0.0%-16.7%0.001%
1/22/2025 PFG Investments LLC693$226K0.0%-39.5%0.001%
1/22/2025 Drive Wealth Management LLC662$216K0.1%N/A0.001%
1/22/2025 Legacy Financial Group LLC1,366$446K0.0%N/A0.002%
1/21/2025 AEGON ASSET MANAGEMENT UK Plc60,041$19.60M0.3%-3.7%0.080%
1/21/2025 DGS Capital Management LLC1,241$405K0.1%-3.8%0.002%
1/21/2025 Gradient Investments LLC7,259$2.37M0.0%-5.7%0.010%
1/21/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH9,125$2.98M0.1%-42.3%0.012%
1/21/2025 Cornerstone Wealth Management LLC12,450$4.07M0.3%-2.0%0.017%
1/21/2025 Sterling Group Wealth Management LLC6,565$2.14M1.1%-1.0%0.009%
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1/17/2025 Lifestyle Asset Management Inc.898$293K0.2%N/A0.001%
1/17/2025 Donoghue Forlines LLC6,463$2.11M0.7%N/A0.009%
1/17/2025 Avior Wealth Management LLC2,479$809K0.0%+2.6%0.003%
1/17/2025 Janney Montgomery Scott LLC34,398$11.23M0.0%-5.1%0.046%
1/17/2025 Dakota Wealth Management986$322K0.0%N/A0.001%
1/17/2025 XML Financial LLC1,873$611K0.1%-17.8%0.003%
1/17/2025 Nisa Investment Advisors LLC2,178$711K0.0%+168.9%0.003%
1/17/2025 Fort Washington Investment Advisors Inc. OH66,065$21.57M0.1%-2.1%0.088%
1/16/2025 Crossmark Global Holdings Inc.3,648$1.19M0.0%-55.5%0.005%
1/16/2025 ZWJ Investment Counsel Inc.796$260K0.0%N/A0.001%
(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, 723 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 WCM Investment Management LLC ($536.78M).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 601 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 24,746,168 shares in the last 24 months. This purchase volume represents approximately $5.72B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 417 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 ($800.24K), Capital Research Global Investors ($736.94K), Wellington Management Group LLP ($604.94K), abrdn plc ($583.98K), Allspring Global Investments Holdings LLC ($530.49K), D. E. Shaw & Co. Inc. ($449.66K), and Jackson Square Partners LLC ($449.17K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 18,889,353 shares in the last 24 months. This volume of shares sold represents approximately $4.44B in transactions.


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This page (NASDAQ:LPLA) was last updated on 2/5/2025 by MarketBeat.com Staff
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