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LPL Financial Holdings Inc. (LPLA)
:LPLA
LPL Financial (LPLA) Ownership Overview
0.71% Insiders
29.33% Mutual Funds
34.84% Other Institutional Investors
14.84% ETFs
20.27% Public Companies and Individual Investors
The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 79.02% of the company’s stock is owned by Institutional Investors, 0.71% is owned by Insiders, and 20.27% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
| Dec 09, 2024 | Aneri Jambusaria Managing Director | xxxxxxxxxxxxx | $101242 |
| Feb 27, 2024 | Greg Gates Managing Director | xxxxxxxxxxxxx | $3868968 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2024 | xxxxxxxxxxxxx | $293859 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $2408664 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $149635941 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 6,887,271 | Institution | 9.20% | 2,575,701,609 | |
| 6,627,458 | Institution | 8.85% | 2,478,536,743 | |
| 2,180,137 | Institution | 2.91% | 815,327,635 | |
| 2,064,926 | Institution | 2.76% | 772,241,025 | |
| 2,032,449 | Institution | 2.71% | 760,095,277 | |
| 1,730,529 | Institution | 2.31% | 647,183,235 | |
| 1,078,109 | Institution | 1.44% | 403,191,204 | |
| 812,148 | Institution | 1.08% | 303,727,109 | |
| 744,518 | Institution | 0.99% | 278,434,842 | |
| 633,353 | Institution | 0.85% | 236,861,355 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 6,627,458 | Institution | 8.85% | 2,478,536,743 | |
| 2,032,449 | Institution | 2.71% | 760,095,277 | |
| 1,730,529 | Institution | 2.31% | 647,183,235 | |
| 812,148 | Institution | 1.08% | 303,727,109 | |
| 744,518 | Institution | 0.99% | 278,434,842 | |
| 633,353 | Institution | 0.85% | 236,861,355 | |
| 610,556 | Institution | 0.82% | 228,335,733 | |
| 600,411 | Institution | 0.80% | 224,541,706 | |
| 513,934 | Institution | 0.69% | 192,201,037 | |
| 444,778 | Institution | 0.59% | 166,338,076 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,352,218 | Institution | 3.14% | 768,022,699 | |
| 1,610,090 | Institution | 2.15% | 525,710,486 | |
| 1,134,156 | Institution | 1.51% | 370,313,276 | |
| 828,859 | Institution | 1.11% | 270,630,752 | |
| 554,804 | Institution | 0.74% | 181,149,054 | |
| 430,438 | Institution | 0.57% | 160,975,203 | |
| 263,136 | Institution | 0.35% | 98,407,601 | |
| 244,210 | Institution | 0.33% | 91,329,656 | |
| 212,955 | Institution | 0.28% | 79,640,911 | |
| 188,276 | Institution | 0.25% | 70,411,458 |
FAQ
Who Owns LPL Financial Holdings Inc. (LPLA)?
According to the latest TipRanks data, approximately 34.84% of the company's stock is held by institutional investors, 0.71% is held by insiders, and 20.27% 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 34.84% 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 20.27% 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.