LPL Financial (LPLA) Ownership - Who Owns LPL Financial?

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LPL Financial (LPLA) Ownership Overview

0.52% Insiders

37.47% Mutual Funds

38.47% Other Institutional Investors

15.82% ETFs

7.72% Public Companies and

Individual Investors

The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 91.76% of the company’s stock is owned by Institutional Investors, 0.52% is owned by Insiders, and 7.72% is owned by Public Companies and Individual Investors.

The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 75.94% of the company’s stock is owned by Institutional Investors, 0.52% is owned by Insiders, and 15.82% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Mar 11, 2026	Marc Eliot Cohen	xxxxxxxxxxxxx	$1019930

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Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Dec 31, 2025	First Eagle Investment Management Llc	xxxxxxxxxxxxx	$3571
Dec 31, 2025	Wj Wealth Management, Llc	xxxxxxxxxxxxx	$357170
Dec 31, 2025	Morningstar Investment Management Llc	xxxxxxxxxxxxx	$1965506
Dec 31, 2025	Scs Capital Management Llc	xxxxxxxxxxxxx	$5415054

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Top Shareholders

Holder	# of Shares	Type	% Holding	Value
	7,337,136	Institution	9.16%	2,120,652,418
	6,909,606	Institution	8.63%	1,997,083,422
John A. Gunn	3,948,970	Institution	4.93%	1,141,370,799
	3,108,451	Institution	3.88%	898,435,593
	2,528,001	Institution	3.16%	730,668,129
	2,471,468	Institution	3.09%	714,328,396
	2,277,816	Institution	2.84%	658,357,158
Steve Mandel	2,074,948	Institution	2.59%	599,722,220
	1,843,692	Institution	2.30%	532,882,299
	1,612,717	Institution	2.01%	466,123,595

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
6,909,606	Institution	8.63%	1,997,083,422
3,108,451	Institution	3.88%	898,435,593
2,528,001	Institution	3.16%	730,668,129
2,471,468	Institution	3.09%	714,328,396
1,843,692	Institution	2.30%	532,882,299
1,612,717	Institution	2.01%	466,123,595
977,974	Institution	1.22%	282,663,825
800,512	Institution	1.00%	231,371,983
797,188	Institution	1.00%	230,411,248
692,577	Institution	0.86%	200,175,530

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,527,376	Institution	3.16%	921,228,552
Vanguard Mid-Cap ETF	1,733,536	Institution	2.16%	631,873,872
Vanguard Growth ETF	1,026,330	Institution	1.28%	374,097,285
Vanguard Extended Market ETF	864,385	Institution	1.08%	315,068,333
Vanguard Mid-Cap Growth ETF	670,743	Institution	0.84%	244,485,824
iShares Russell Mid-Cap Growth ETF	544,315	Institution	0.68%	157,323,364
VanEck Morningstar Wide Moat ETF	425,046	Institution	0.53%	123,101,823
iShares Russell 1000 Growth ETF	326,588	Institution	0.41%	94,393,730
iShares Russell Midcap ETF	298,757	Institution	0.37%	86,349,736
Capital Group Growth ETF	160,398	Institution	0.20%	46,454,469

FAQ

Who Owns LPL Financial (LPLA)?

According to the latest TipRanks data, approximately 38.47% of the company's stock is held by institutional investors, 0.52% is held by insiders, and 7.72% is held by retail investors.

What percentage of LPL Financial (LPLA) stock is held by institutional investors?

According to the latest TipRanks data, approximately 38.47% of LPL Financial (LPLA) stock is held by institutional investors.

What percentage of LPL Financial (LPLA) stock is held by retail investors?

According to the latest TipRanks data, approximately 7.72% of LPL Financial (LPLA) stock is held by retail investors.

Who owns the most shares of LPL Financial (LPLA)?

Vanguard owns the most shares of LPL Financial (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.