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LPL Financial (LPLA) Institutional Ownership

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$333.90 -3.04 (-0.90%)
Closing price 03/7/2025 04:00 PM Eastern
Extended Trading
$333.96 +0.06 (+0.02%)
As of 03/7/2025 04:09 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.
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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)
447
Total
Institutional Inflows
(last 12 months)
$4.81B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$4.00B
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LPLA Institutional Buying and Selling by Quarter

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LPL Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/4/2025 Siemens Fonds Invest GmbH829$271K0.0%N/A0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH20,892$6.82M0.0%N/A0.028%
2/28/2025 Employees Retirement System of Texas231,500$75.59M0.6%+37.5%0.310%
2/27/2025Jefferies Financial Group Inc.17,400$5.68M0.0%+143.9%0.023%
2/27/2025 Pinnacle Wealth Planning Services Inc.1,379$450K0.1%N/A0.002%
2/25/2025 B. Riley Wealth Advisors Inc.629$205K0.0%N/A0.001%
2/20/2025 Mackenzie Financial Corp3,639$1.19M0.0%-1.4%0.005%
2/20/2025 Castlekeep Investment Advisors LLC10,448$3.41M0.6%N/A0.014%
2/19/2025 Toronto Dominion Bank9,774$3.19M0.0%-79.0%0.013%
2/19/2025 Public Employees Retirement System of Ohio26,278$8.58M0.0%-5.3%0.035%
2/18/2025 Fourth Dimension Wealth LLC123$40K0.0%N/A0.000%
2/18/2025 Vise Technologies Inc.1,047$342K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC104,529$34.13M0.6%-29.6%0.140%
2/18/2025 Kolinsky Wealth Management LLC650$212K0.1%N/A0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC581,645$189.91M0.0%-5.5%0.777%
2/17/2025 Voloridge Investment Management LLC2,446$799K0.0%N/A0.003%
2/17/2025 Vident Advisory LLC3,526$1.15M0.0%+58.0%0.005%
2/17/2025 Southpoint Capital Advisors LP600,000$195.91M4.6%-20.0%0.801%
2/17/2025 Squarepoint Ops LLC1,600$522K0.0%-97.7%0.002%
2/17/2025 Westwood Holdings Group Inc.70,276$22.95M0.2%+20.3%0.094%
2/17/2025 Twinbeech Capital LP16,217$5.30M0.1%+26.2%0.022%
2/17/2025 Two Sigma Investments LP11,930$3.90M0.0%-52.0%0.016%
2/17/2025 Tybourne Capital Management HK Ltd.77,285$25.23M6.3%-55.2%0.103%
2/17/2025 Tidal Investments LLC3,656$1.19M0.0%-52.3%0.005%
2/17/2025 TrinityPoint Wealth LLC5,689$1.86M0.3%+1.5%0.008%
2/17/2025 Strategic Global Advisors LLC26,655$8.70M1.6%+4.1%0.036%
2/17/2025 SurgoCap Partners LP709,270$231.58M11.9%-9.2%0.947%
2/17/2025 Toronto Dominion Bank9,774$3.19M0.0%-79.0%0.013%
2/17/2025 Scientech Research LLC3,698$1.21M0.3%N/A0.005%
2/17/2025 Snowden Capital Advisors LLC1,922$628K0.0%+58.2%0.003%
2/17/2025 Shell Asset Management Co.1,465$478K0.0%-14.8%0.002%
2/17/2025 Royal Bank of Canada170,086$55.54M0.0%-3.9%0.227%
2/17/2025 Rivermont Capital Management LP60,062$19.61M7.4%N/A0.080%
2/17/2025 Point72 Asset Management L.P.147,089$48.03M0.1%-58.0%0.196%
2/17/2025 Point72 Europe London LLP30,996$10.12M0.6%-16.8%0.041%
2/17/2025 ProShare Advisors LLC1,100$359K0.0%+9.8%0.001%
2/17/2025 Quantinno Capital Management LP15,139$4.94M0.0%+5.2%0.020%
2/17/2025 Pathstone Holdings LLC36,610$11.95M0.1%+0.8%0.049%
2/17/2025 Man Group plc137,568$44.92M0.1%-69.4%0.184%
2/17/2025 Nomura Holdings Inc.1,649$538K0.0%-77.6%0.002%
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2/17/2025 Nuveen Asset Management LLC188,913$61.68M0.0%-20.3%0.252%
2/17/2025 OMERS ADMINISTRATION Corp7,640$2.50M0.0%-24.5%0.010%
2/17/2025 Moore Capital Management LP160,607$52.44M0.6%N/A0.214%
2/17/2025 Lazard Asset Management LLC7,582$2.48M0.0%-41.3%0.010%
2/17/2025 Logan Capital Management Inc.41,233$13.46M0.6%-6.7%0.055%
2/17/2025 LRI Investments LLC923$301K0.0%-18.0%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC1,122$366K0.0%-11.1%0.001%
2/17/2025 Lighthouse Investment Partners LLC42,987$14.04M0.5%N/A0.057%
2/17/2025 Investment Management Corp of Ontario2,061$673K0.0%-16.3%0.003%
2/17/2025 Janus Henderson Group PLC3,050,529$996.03M0.5%+20.6%4.074%
2/17/2025Jefferies Financial Group Inc.17,400$5.68M0.0%+143.9%0.023%
2/17/2025 Junto Capital Management LP405,990$132.56M2.6%-47.5%0.542%
2/17/2025 Hudson Bay Capital Management LP185,935$60.71M0.2%+109.0%0.248%
2/17/2025 Focus Partners Wealth3,887$1.27M0.0%+13.9%0.005%
2/17/2025 Ensign Peak Advisors Inc47,764$15.60M0.0%-16.3%0.064%
2/17/2025 Ethic Inc.4,920$1.61M0.0%-4.6%0.007%
2/17/2025 Fairview Capital Investment Management LLC478,002$156.07M8.1%-1.6%0.638%
2/17/2025 Fiduciary Trust Co1,860$607K0.0%+7.3%0.002%
2/17/2025 FJ Capital Management LLC8,946$2.92M0.3%N/A0.012%
2/17/2025 D. E. Shaw & Co. Inc.184,558$60.26M0.0%-5.4%0.246%
2/17/2025 Deutsche Bank AG175,061$57.16M0.0%-18.2%0.234%
2/17/2025 Darlington Partners Capital Management LP938,354$306.38M11.4%-14.7%1.253%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main4,343$1.42M0.0%-23.3%0.006%
2/17/2025 EP Wealth Advisors LLC988$323K0.0%-15.6%0.001%
2/17/2025 Eminence Capital LP558,647$182.40M2.8%-48.2%0.746%
2/17/2025 Colonial Trust Co SC505$165K0.0%+6.1%0.001%
2/17/2025 Cresset Asset Management LLC735$240K0.0%-82.4%0.001%
2/17/2025 Crestline Management LP19,783$6.46M0.2%+18.7%0.026%
2/17/2025 Castle Hook Partners LP76,135$24.86M0.3%N/A0.102%
2/17/2025 Cetera Investment Advisers14,653$4.78M0.0%+1.4%0.020%
2/17/2025 Centiva Capital LP1,904$622K0.0%-82.5%0.003%
2/17/2025 Bridgeway Capital Management LLC8,310$2.71M0.1%-26.6%0.011%
2/17/2025 Brevan Howard Capital Management LP17,907$5.85M0.0%-39.9%0.024%
2/17/2025 Bridgefront Capital LLC1,733$566K0.2%-8.1%0.002%
2/17/2025 Captrust Financial Advisors215,870$70.48M0.2%+9.3%0.288%
2/17/2025 Castlekeep Investment Advisors LLC10,448$3.41M0.0%N/A0.014%
2/17/2025 Azora Capital LP416,185$135.89M6.1%-35.3%0.556%
2/17/2025 Baird Financial Group Inc.8,438$2.76M0.0%+8.9%0.011%
2/17/2025 Balyasny Asset Management L.P.471,488$153.95M0.2%N/A0.630%
2/17/2025 Bamco Inc. NY119,704$39.09M0.1%+82.9%0.160%
2/17/2025 Bank of America Corp DE337,059$110.05M0.0%-5.0%0.450%
2/17/2025 Benjamin Edwards Inc.765$250K0.0%N/A0.001%
2/17/2025 BNP Paribas Financial Markets27,979$9.14M0.0%-54.9%0.037%
2/17/2025 Ameriprise Financial Inc.378,261$123.51M0.0%+51.7%0.505%
2/17/2025 Alyeska Investment Group L.P.416,613$136.03M0.5%N/A0.556%
2/17/2025 ArrowMark Colorado Holdings LLC38,256$12.49M0.2%+15.0%0.051%
2/17/2025 AXA S.A.1,131$369K0.0%-16.3%0.002%
2/14/2025 Solel Partners LP87,000$28.41M5.6%N/A0.116%
2/14/2025 Mercer Global Advisors Inc. ADV2,934$958K0.0%-11.6%0.004%
2/14/2025 Itau Unibanco Holding S.A.129$42K0.0%N/A0.000%
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2/14/2025 Palestra Capital Management LLC328,286$107.19M2.9%N/A0.438%
2/14/2025 Third Point LLC655,000$213.86M2.9%+35.1%0.875%
2/14/2025 Caisse DE Depot ET Placement DU Quebec397,596$129.82M0.3%+540.2%0.531%
2/14/2025 Comerica Bank125,544$40.99M0.2%+10.4%0.168%
2/14/2025 Voleon Capital Management LP6,960$2.27M0.2%N/A0.009%
2/14/2025 Schonfeld Strategic Advisors LLC18,104$5.91M0.0%-82.8%0.024%
2/14/2025 AQR Capital Management LLC43,082$14.07M0.0%-33.6%0.058%
2/14/2025 Lone Pine Capital LLC1,922,748$627.80M4.7%-11.8%2.568%
2/14/2025 Lido Advisors LLC1,739$568K0.0%+14.4%0.002%
2/14/2025 Northern Trust Corp491,145$160.36M0.0%+14.3%0.656%
(Data available from 1/1/2016 forward)

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LPLA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LPLA shares?

During the previous two years, 789 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($2.36B), BlackRock Inc. ($1.36B), Boston Partners ($1.28B), Janus Henderson Group PLC ($996.03M), FMR LLC ($966.05M), Kayne Anderson Rudnick Investment Management LLC ($868.76M), and Lone Pine Capital LLC ($627.80M).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 658 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 ($2.51M), Norges Bank ($1.82M), Capital Research Global Investors ($1.19M), Massachusetts Financial Services Co. MA ($1.05M), TD Asset Management Inc ($926.02K), and Raymond James Financial Inc. ($906.50K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 31,523,629 shares in the last 24 months. This purchase volume represents approximately $8.14B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 453 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: First Trust Advisors LP ($981.01K), WCM Investment Management LLC ($800.24K), Capital Research Global Investors ($736.94K), Wellington Management Group LLP ($681.43K), Eminence Capital LP ($671.70K), abrdn plc ($583.98K), and Southpoint Capital Advisors LP ($550K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 23,491,262 shares in the last 24 months. This volume of shares sold represents approximately $6.21B in transactions.


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This page (NASDAQ:LPLA) was last updated on 3/10/2025 by MarketBeat.com Staff
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