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LPL Financial (LPLA) Institutional Ownership

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$369.91 -25.82 (-6.52%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$369.76 -0.15 (-0.04%)
As of 08/1/2025 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
546
Total
Institutional Inflows
(last 12 months)
$7.01B
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$4.52B
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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Jennison Associates LLC1,402,750$525.99M0.3%+46.2%1.754%
8/1/2025Markel Group Inc.544,604$204.21M1.7%+1.0%0.681%
8/1/2025First Pacific Advisors LP443,503$166.30M2.4%-3.2%0.555%
8/1/2025James Investment Research Inc.6,595$2.47M0.3%+1.4%0.008%
8/1/2025Pettee Investors Inc.1,490$559K0.3%N/A0.002%
8/1/2025Logan Capital Management Inc.34,545$12.95M0.6%-14.2%0.043%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund17,000$6.37M0.1%-11.9%0.021%
8/1/2025Teacher Retirement System of Texas23,270$8.73M0.0%-24.4%0.029%
8/1/2025Y Intercept Hong Kong Ltd5,424$2.03M0.0%N/A0.007%
8/1/2025Transcend Capital Advisors LLC1,101$413K0.0%-29.8%0.001%
8/1/2025Bessemer Group Inc.3,331$1.25M0.0%+27.2%0.004%
8/1/2025Envestnet Asset Management Inc.412,678$154.74M0.0%+7.3%0.516%
7/31/2025 Nisa Investment Advisors LLC8,016$3.01M0.0%+23.4%0.010%
7/31/2025 Wealthfront Advisers LLC2,880$1.08M0.0%+6.7%0.004%
7/31/2025 Oppenheimer Asset Management Inc.13,050$4.89M0.1%+19.4%0.016%
7/31/2025 AG2R LA Mondiale Gestion D Actifs3,294$1.24M0.1%+3.5%0.004%
7/31/2025 Focus Partners Advisor Solutions LLC111,969$41.98M0.6%-0.9%0.140%
7/31/2025 State of New Jersey Common Pension Fund D26,703$10.01M0.0%+7.7%0.033%
7/31/2025 Sumitomo Mitsui Trust Group Inc.182,689$68.50M0.0%+5.8%0.228%
7/31/2025 Catalyst Capital Advisors LLC7,010$2.63M0.1%+309.9%0.009%
7/31/2025 Asset Management One Co. Ltd.30,350$11.38M0.0%+6.6%0.038%
7/31/2025 R Squared Ltd1,237$464K0.3%+99.5%0.002%
7/30/2025 Ethic Inc.6,612$2.41M0.0%+20.6%0.008%
7/30/2025 Meadow Creek Wealth Advisors LLC625$234K0.2%N/A0.001%
7/30/2025 Rehmann Capital Advisory Group598$224K0.0%N/A0.001%
7/30/2025 Cookson Peirce & Co. Inc.54,964$20.61M0.9%+1,408.8%0.069%
7/30/2025 Cullen Frost Bankers Inc.301$113K0.0%+9.9%0.000%
7/30/2025 Coronation Fund Managers Ltd.151,023$56.63M3.1%+22.5%0.189%
7/30/2025 Whittier Trust Co. of Nevada Inc.13,833$5.19M0.1%+3.1%0.017%
7/30/2025 Whittier Trust Co.25,076$9.40M0.1%+2.9%0.031%
7/30/2025 DekaBank Deutsche Girozentrale8,718$3.17M0.0%+1.1%0.011%
7/29/2025 Stephens Inc. AR1,696$636K0.0%-24.9%0.002%
7/29/2025 Goldstein Advisors LLC593$222K0.0%N/A0.001%
7/29/2025 Otter Creek Advisors LLC12,693$4.76M3.4%+17.0%0.016%
7/29/2025 Koshinski Asset Management Inc.694$260K0.0%-14.5%0.001%
7/29/2025 Stratos Wealth Partners LTD.2,120$795K0.0%+1.8%0.003%
7/29/2025 Applied Finance Capital Management LLC1,885$707K0.0%+2.1%0.002%
7/29/2025 Nordea Investment Management AB6,686$2.47M0.0%+3.9%0.008%
7/29/2025 Harbor Asset Planning Inc.187$70K0.1%N/A0.000%
7/29/2025 Aware Super Pty Ltd as trustee of Aware Super7,232$2.71M0.0%-79.2%0.009%
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7/29/2025 WCM Investment Management LLC1,730,777$631.66M1.4%+5.8%2.164%
7/28/2025 WealthPLAN Partners LLC578$217K0.0%N/A0.001%
7/28/2025 Allianz Asset Management GmbH45,985$17.24M0.0%-42.6%0.057%
7/28/2025 Generali Asset Management SPA SGR5,955$2.23M0.1%N/A0.007%
7/28/2025 SFG Wealth Management LLC.1,186$445K0.3%-4.2%0.001%
7/28/2025 Harbour Investments Inc.2,397$899K0.0%+26,533.3%0.003%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc41,058$15.39M0.2%-16.8%0.051%
7/28/2025 J.Safra Asset Management Corp1,310$478K0.0%+21.4%0.002%
7/28/2025 Bayforest Capital Ltd90$34K0.0%N/A0.000%
7/28/2025 Sagespring Wealth Partners LLC1,414$530K0.0%+5.7%0.002%
7/28/2025 Boston Trust Walden Corp680$255K0.0%N/A0.001%
7/28/2025 TD Asset Management Inc653,239$244.95M0.2%-4.2%0.817%
7/28/2025 Wilmington Savings Fund Society FSB2,418$907K0.0%+33.1%0.003%
7/28/2025 Moran Wealth Management LLC2,648$993K0.0%+1.4%0.003%
7/25/2025 Envestnet Portfolio Solutions Inc.8,104$3.04M0.0%-1.4%0.010%
7/25/2025 Sequoia Financial Advisors LLC1,672$627K0.0%+25.6%0.002%
7/25/2025 MGO One Seven LLC3,814$1.43M0.0%N/A0.005%
7/25/2025 Allspring Global Investments Holdings LLC191,727$71.52M0.1%+30.0%0.240%
7/25/2025 CWM LLC1,846$692K0.0%-33.5%0.002%
7/25/2025 Board of the Pension Protection Fund900$337K0.4%N/A0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC9,163$3.44M0.0%+20.5%0.011%
7/25/2025 Tranquility Partners LLC721$270K0.1%N/A0.001%
7/25/2025 Apollon Wealth Management LLC1,658$622K0.0%+30.9%0.002%
7/25/2025 Fifth Third Wealth Advisors LLC555$208K0.0%-15.1%0.001%
7/25/2025 Natural Investments LLC695$260K0.1%+7.4%0.001%
7/24/2025 Aberdeen Group plc102,164$37.78M0.1%-26.0%0.128%
7/24/2025 Blue Trust Inc.1,375$516K0.0%+20.9%0.002%
7/24/2025 IFP Advisors Inc719$270K0.0%+214.0%0.001%
7/24/2025 Callan Family Office LLC4,037$1.51M0.0%N/A0.005%
7/24/2025 Blair William & Co. IL10,148$3.81M0.0%-50.3%0.013%
7/24/2025 US Bancorp DE20,559$7.71M0.0%-2.3%0.026%
7/23/2025 Vontobel Holding Ltd.843$316K0.0%-56.3%0.001%
7/23/2025 Maryland State Retirement & Pension System3,873$1.45M0.0%+11.3%0.005%
7/23/2025 Winthrop Advisory Group LLC20,354$7.63M0.7%-1.1%0.025%
7/23/2025 Venturi Wealth Management LLC1,693$635K0.0%-19.3%0.002%
7/23/2025 Friedenthal Financial2,674$1.00M0.5%-7.9%0.003%
7/23/2025 KLP Kapitalforvaltning AS27,800$10.42M0.0%+4.9%0.035%
7/23/2025 Ameliora Wealth Management Ltd.265$90K0.0%-19.7%0.000%
7/22/2025 PUREfi Wealth LLC699$262K0.2%+11.7%0.001%
7/22/2025 DAVENPORT & Co LLC2,075$778K0.0%+8.2%0.003%
7/22/2025 Marks Group Wealth Management Inc651$244K0.0%N/A0.001%
7/22/2025 OLD National Bancorp IN1,656$621K0.0%+16.3%0.002%
7/22/2025 Berger Financial Group Inc718$269K0.0%-8.5%0.001%
7/22/2025 Checchi Capital Advisers LLC669$251K0.0%-6.8%0.001%
7/21/2025 Hennessy Advisors Inc.7,600$2.85M0.1%-2.6%0.010%
7/21/2025 QRG Capital Management Inc.1,935$725K0.0%+5.1%0.002%
7/21/2025 Jackson Wealth Management LLC5,921$2.22M0.2%N/A0.007%
7/21/2025 Mirae Asset Global Investments Co. Ltd.8,572$3.21M0.0%-50.9%0.011%
7/21/2025 ASR Vermogensbeheer N.V.3,089$1.16M0.0%+44.9%0.004%
7/18/2025 Robeco Institutional Asset Management B.V.12,219$4.58M0.0%+46.8%0.015%
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7/18/2025 USA Financial Formulas716$268K0.0%N/A0.001%
7/18/2025 Magnolia Private Wealth LLC1,662$623K0.5%+2.0%0.002%
7/18/2025 Impact Capital Partners LLC2,850$1.07M0.4%-3.1%0.004%
7/18/2025 LBP AM SA24,571$9.21M0.1%+11.8%0.031%
7/18/2025 Truist Financial Corp208,262$78.09M0.1%+1.4%0.260%
7/17/2025 Greenleaf Trust9,287$3.48M0.0%-1.1%0.012%
7/17/2025 HB Wealth Management LLC7,614$2.86M0.0%+5.3%0.010%
7/17/2025 Janney Montgomery Scott LLC43,418$16.28M0.0%+29.9%0.054%
7/17/2025 GC Wealth Management RIA LLC595$223K0.0%N/A0.001%
7/17/2025 Alpine Bank Wealth Management82$31K0.0%-64.7%0.000%
(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, 832 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($2.41B), BlackRock Inc. ($1.36B), Boston Partners ($1.15B), Janus Henderson Group PLC ($996.03M), FMR LLC ($966.05M), Kayne Anderson Rudnick Investment Management LLC ($877.26M), and WCM Investment Management LLC ($631.66M).Learn more on LPL Financial's institutional investors.

What percentage of LPL Financial's stock is owned by institutional investors?

95.66% of LPL Financial's stock is owned by institutional investors. Learn more on LPLA's institutional investor holdings.

Which institutional investors have been buying LPL Financial's stock?

Of the 721 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: Boston Partners ($2.51M), Norges Bank ($1.82M), Dodge & Cox ($1.51M), Massachusetts Financial Services Co. MA ($1.45M), Jennison Associates LLC ($1.34M), Capital Research Global Investors ($1.19M), and Principal Financial Group Inc. ($1.03M).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 22,485,471 shares in the last 24 months. This purchase volume represents approximately $7.01B in transactions.

Which of LPL Financial's major shareholders have been selling company stock?

Of the 357 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: First Trust Advisors LP ($981.01K), Eminence Capital LP ($621.61K), The Manufacturers Life Insurance Company ($538.18K), D. E. Shaw & Co. Inc. ($460.25K), Epoch Investment Partners Inc. ($421.04K), TD Asset Management Inc ($410.46K), and HMI Capital Management L.P. ($405.83K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 14,733,067 shares in the last 24 months. This volume of shares sold represents approximately $4.52B in transactions.



This page (NASDAQ:LPLA) was last updated on 8/2/2025 by MarketBeat.com Staff
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