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LPL Financial (LPLA) Institutional Ownership

LPL Financial logo
$333.09 +5.09 (+1.55%)
As of 01/3/2025 05:22 PM 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)
343
Total
Institutional Inflows
(last 12 months)
$2.68B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$2.19B
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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
1/3/2025Central Pacific Bank Trust Division564$184K0.0%+129.3%0.001%
1/3/2025Everence Capital Management Inc.1,610$526K0.0%N/A0.002%
1/3/2025GAMMA Investing LLC357$117K0.0%+71.6%0.000%
12/26/2024JPMorgan Chase & Co.1,275,136$296.64M0.0%+27.6%1.703%
12/19/2024Principal Financial Group Inc.25,418$5.91M0.0%+15.7%0.034%
12/10/2024DGS Capital Management LLC1,290$300K0.1%-14.5%0.002%
12/6/2024Logan Capital Management Inc.44,180$10.28M0.4%-1.0%0.059%
11/27/2024Franklin Resources Inc.259,919$64.90M0.0%-17.8%0.347%
11/25/2024Tidal Investments LLC7,662$1.78M0.0%+98.9%0.010%
11/25/2024Wilmington Savings Fund Society FSB783$182K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC16,399$3.82M0.0%+25.6%0.022%
11/21/2024Anchor Investment Management LLC9,669$2.25M0.2%+15.6%0.013%
11/21/2024SkyView Investment Advisors LLC4,835$1.13M0.2%+2.8%0.006%
11/18/2024TD Private Client Wealth LLC12,079$2.81M0.1%+11.0%0.016%
11/18/2024Toronto Dominion Bank46,632$10.85M0.0%-47.6%0.062%
11/18/2024TT International Asset Management LTD11,266$2.62M0.3%N/A0.015%
11/18/2024Coldstream Capital Management Inc.1,183$283K0.0%-13.8%0.002%
11/16/2024Geode Capital Management LLC1,436,831$333.58M0.0%+2.6%1.919%
11/15/2024Vestcor Inc1,576$367K0.0%-61.2%0.002%
11/15/2024LRI Investments LLC1,126$262K0.0%-4.9%0.002%
11/15/2024Public Employees Retirement System of Ohio27,759$6.46M0.0%-8.8%0.037%
11/15/2024Nomura Asset Management Co. Ltd.21,482$5.00M0.0%-25.8%0.029%
11/15/2024MML Investors Services LLC15,189$3.53M0.0%-8.4%0.020%
11/15/2024Orion Portfolio Solutions LLC3,684$857K0.0%-22.6%0.005%
11/15/2024National Bank of Canada FI365$85K0.0%-77.2%0.000%
11/15/2024EP Wealth Advisors LLC1,171$272K0.0%+44.0%0.002%
11/15/2024Kovitz Investment Group Partners LLC5,649$1.30M0.0%+4.6%0.008%
11/15/2024Wellington Management Group LLP227,157$52.84M0.0%+32.8%0.303%
11/15/2024Weiss Asset Management LP17,226$4.01M0.1%N/A0.023%
11/15/2024State Street Corp1,677,093$390.14M0.0%-1.5%2.240%
11/15/2024Stifel Financial Corp122,831$28.57M0.0%-15.3%0.164%
11/15/2024Quantinno Capital Management LP14,394$3.35M0.0%+4.0%0.019%
11/15/2024Royal London Asset Management Ltd.51,542$11.99M0.0%+6.2%0.069%
11/15/2024Point72 Asset Management L.P.350,382$81.51M0.2%+144.6%0.468%
11/15/2024Prana Capital Management LP18,876$4.39M0.2%+35.0%0.025%
11/15/2024IHT Wealth Management LLC3,411$792K0.0%+14.1%0.005%
11/15/2024Integrated Wealth Concepts LLC4,107$956K0.0%+1.1%0.005%
11/15/2024Investment Management Corp of Ontario2,461$573K0.0%+48.2%0.003%
11/15/2024Jacobs Levy Equity Management Inc.2,344$545K0.0%-98.5%0.003%
11/15/2024Janus Henderson Group PLC2,528,497$588.21M0.3%-0.5%3.377%
11/15/2024HighTower Advisors LLC12,783$2.97M0.0%+7.8%0.017%
11/15/2024Holocene Advisors LP278,783$64.85M0.3%+25.6%0.372%
11/15/2024Centiva Capital LP10,867$2.53M0.1%N/A0.015%
11/15/2024Cinctive Capital Management LP32,858$7.64M0.4%-18.6%0.044%
11/15/2024ArrowMark Colorado Holdings LLC33,256$7.74M0.1%N/A0.044%
11/15/2024Aureus Asset Management LLC3,505$815K0.1%-21.3%0.005%
11/15/2024Azora Capital LP643,544$149.71M8.1%+52.2%0.859%
11/15/2024Bamco Inc. NY65,448$15.23M0.0%-47.9%0.087%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp12,466$2.90M0.0%-12.6%0.017%
11/14/2024Maverick Capital Ltd.497,075$115.64M2.3%+82.0%0.664%
11/14/2024Ironwood Investment Counsel LLC1,460$340K0.1%-3.9%0.002%
11/14/2024Point72 Europe London LLP37,276$8.67M0.6%+90.2%0.050%
11/14/2024Caisse DE Depot ET Placement DU Quebec62,104$14.45M0.0%N/A0.083%
11/14/2024Southpoint Capital Advisors LP750,000$174.47M4.1%+50.0%1.002%
11/14/2024Verition Fund Management LLC2,980$693K0.0%-25.5%0.004%
11/14/2024Captrust Financial Advisors197,584$45.96M0.1%+1,174.1%0.264%
11/14/2024Rockefeller Capital Management L.P.11,319$2.63M0.0%N/A0.015%
11/14/2024Vinva Investment Management Ltd3,178$734K0.0%+14.1%0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC615,237$143.12M0.0%-6.1%0.822%
11/14/2024Tybourne Capital Management HK Ltd.172,700$40.18M11.3%N/A0.231%
11/14/2024Fiduciary Trust Co1,733$403K0.0%-14.5%0.002%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank27,214$6.33M0.0%+4.2%0.036%
11/14/2024MetLife Investment Management LLC4,693$1.09M0.0%-1.9%0.006%
11/13/2024RiverGlades Family Offices LLC1,100$256K0.2%N/A0.001%
11/13/2024Bridgewater Associates LP35,848$8.34M0.0%+230.4%0.048%
11/13/2024Freedom Investment Management Inc.972$226K0.0%-76.0%0.001%
11/13/2024Cynosure Group LLC1,724$401K0.1%+28.8%0.002%
11/13/2024Townsquare Capital LLC10,564$2.46M0.0%+14.4%0.014%
11/13/2024BNP Paribas Financial Markets62,047$14.43M0.0%-47.6%0.083%
11/13/2024Brooklyn Investment Group184$43K0.0%N/A0.000%
11/13/2024FMR LLC3,322,571$772.93M0.0%+24.4%4.437%
11/13/2024The Manufacturers Life Insurance Company559,402$130.13M0.1%-27.7%0.747%
11/13/2024Bank of Montreal Can40,784$9.42M0.0%-46.2%0.054%
11/13/2024Brown Brothers Harriman & Co.151,979$35.36M0.2%+58.4%0.203%
11/13/2024DRW Securities LLC20,080$4.67M0.1%+3.5%0.027%
11/13/2024Independent Advisor Alliance4,702$1.09M0.0%+25.4%0.006%
11/13/2024Daiwa Securities Group Inc.15,841$3.69M0.0%+50.6%0.021%
11/12/2024Westfield Capital Management Co. LP710,867$165.37M0.7%+21.6%0.949%
11/12/2024Swedbank AB16,429$3.82M0.0%+19.8%0.022%
11/12/2024Pitcairn Co.6,244$1.45M0.1%-8.1%0.008%
11/12/2024Cerity Partners LLC11,046$2.57M0.0%+164.2%0.015%
11/12/2024Citigroup Inc.37,289$8.68M0.0%-29.3%0.050%
11/12/2024Raymond James Trust N.A.2,995$697K0.0%-39.9%0.004%
11/12/2024First County Bank CT1,074$250K0.1%-12.1%0.001%
11/12/2024Concorde Asset Management LLC2,167$504K0.3%-1.5%0.003%
11/12/2024Eagle Asset Management Inc.591,233$137.54M0.7%-9.5%0.790%
11/12/2024Charles Schwab Investment Management Inc.321,813$74.86M0.0%+3.2%0.430%
11/12/2024Massachusetts Financial Services Co. MA710,367$165.25M0.0%-19.7%0.949%
11/12/2024Integrated Investment Consultants LLC7,203$1.68M0.0%+17.2%0.010%
11/9/2024Primecap Management Co. CA40,900$9.52M0.0%-82.6%0.055%
11/9/2024Intech Investment Management LLC91,999$21.40M0.2%+267.0%0.123%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.60,446$14.06M0.0%+19.6%0.081%
11/8/2024King Luther Capital Management Corp6,778$1.58M0.0%+15.7%0.009%
11/8/2024Pzena Investment Management LLC1,187$276K0.0%-23.0%0.002%
11/8/2024Moran Wealth Management LLC2,807$653K0.0%+63.7%0.004%
11/8/2024First Horizon Advisors Inc.385$90K0.0%+32.3%0.001%
11/8/2024Advisors Asset Management Inc.1,906$443K0.0%-28.7%0.003%
11/8/2024Jennison Associates LLC94,850$22.07M0.0%+46.0%0.127%
11/8/2024Commerce Bank20,545$4.78M0.0%-88.3%0.027%
11/8/2024Avior Wealth Management LLC2,416$562K0.0%+1.8%0.003%
(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, 707 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 582 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 25,135,096 shares in the last 24 months. This purchase volume represents approximately $5.76B 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), 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 18,917,266 shares in the last 24 months. This volume of shares sold represents approximately $4.40B in transactions.


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This page (NASDAQ:LPLA) was last updated on 1/4/2025 by MarketBeat.com Staff
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