LPL Financial Holdings Inc. (LPLA)
NASDAQ:LPLA
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LPL Financial (LPLA) Ownership Overview
0.53% Insiders
38.55% Mutual Funds
36.32% Other Institutional Investors
15.91% ETFs
8.70% Public Companies and
Individual Investors
The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 90.78% of the company’s stock is owned by Institutional Investors, 0.53% is owned by Insiders, and 8.70% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
Mar 11, 2026 | xxxxxxxxxxxxx | $1019930 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Mar 31, 2024 | xxxxxxxxxxxxx | $616691573 | |
Mar 31, 2024 | xxxxxxxxxxxxx | $96453318 | |
Mar 31, 2024 | xxxxxxxxxxxxx | $5404110 | |
Mar 31, 2024 | xxxxxxxxxxxxx | $58579423 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 7,345,701 | Institution | 9.18% | 2,119,161,281 | |
| 6,891,843 | Institution | 8.62% | 1,988,227,787 | |
| 4,146,547 | Institution | 5.18% | 1,196,237,344 | |
| 3,261,451 | Institution | 4.08% | 940,895,999 | |
| 2,680,621 | Institution | 3.35% | 773,332,352 | |
| 2,471,468 | Institution | 3.09% | 712,993,803 | |
| 2,286,221 | Institution | 2.86% | 659,551,896 | |
| 2,049,967 | Institution | 2.56% | 591,394,980 | |
| 1,840,778 | Institution | 2.30% | 531,046,045 | |
| 1,178,852 | Institution | 1.47% | 340,087,013 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 6,891,843 | Institution | 8.62% | 1,988,227,787 | |
| 3,261,451 | Institution | 4.08% | 940,895,999 | |
| 2,680,621 | Institution | 3.35% | 773,332,352 | |
| 2,471,468 | Institution | 3.09% | 712,993,803 | |
| 1,840,778 | Institution | 2.30% | 531,046,045 | |
| 1,178,852 | Institution | 1.47% | 340,087,013 | |
| 1,122,714 | Institution | 1.40% | 323,891,762 | |
| 897,884 | Institution | 1.12% | 259,030,555 | |
| 805,817 | Institution | 1.01% | 232,470,146 | |
| 793,014 | Institution | 0.99% | 228,776,609 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,555,148 | Institution | 3.19% | 853,751,601 | |
| 1,734,004 | Institution | 2.17% | 579,382,757 | |
| 1,022,256 | Institution | 1.28% | 341,566,397 | |
| 903,933 | Institution | 1.13% | 302,031,133 | |
| 869,310 | Institution | 1.09% | 253,699,430 | |
| 607,471 | Institution | 0.76% | 202,974,285 | |
| 529,707 | Institution | 0.66% | 152,815,172 | |
| 317,092 | Institution | 0.40% | 91,477,871 | |
| 315,814 | Institution | 0.39% | 91,109,181 | |
| 169,226 | Institution | 0.21% | 49,386,916 |
FAQ
Who Owns LPL Financial Holdings Inc. (LPLA)?
According to the latest TipRanks data, approximately 36.32% of the company's stock is held by institutional investors, 0.53% is held by insiders, and 8.70% is held by retail investors.
What percentage of LPL Financial Holdings Inc. (LPLA) stock is held by institutional investors?
According to the latest TipRanks data, approximately 36.32% of LPL Financial Holdings Inc. (LPLA) stock is held by institutional investors.
What percentage of LPL Financial Holdings Inc. (LPLA) stock is held by retail investors?
According to the latest TipRanks data, approximately 8.70% of LPL Financial Holdings Inc. (LPLA) stock is held by retail investors.
Who owns the most shares of LPL Financial Holdings Inc. (LPLA)?
Vanguard owns the most shares of LPL Financial Holdings Inc. (LPLA).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.