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

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LPL Financial (LPLA) Ownership Overview

0.51% Insiders

38.78% Mutual Funds

36.27% Other Institutional Investors

15.79% ETFs

8.64% Public Companies and

Individual Investors

The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 90.84% of the company’s stock is owned by Institutional Investors, 0.51% is owned by Insiders, and 8.64% 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 75.05% of the company’s stock is owned by Institutional Investors, 0.51% is owned by Insiders, and 15.79% 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
Mar 31, 2024	Dodge & Cox	xxxxxxxxxxxxx	$1247405734
Mar 31, 2024	Diamond Hill Capital Management Inc	xxxxxxxxxxxxx	$41077735
Mar 31, 2024	Lone Pine Capital Llc	xxxxxxxxxxxxx	$616691573
Mar 31, 2024	First Eagle Investment Management Llc	xxxxxxxxxxxxx	$1805

Show More Hedge Fund Trading Activity >

Top Shareholders

Holder	# of Shares	Type	% Holding	Value
	7,327,053	Institution	9.16%	2,196,137,596
	6,909,606	Institution	8.64%	2,071,016,206
John A. Gunn	4,146,547	Institution	5.18%	1,242,844,532
	3,108,451	Institution	3.89%	931,696,018
	2,528,001	Institution	3.16%	757,717,740
	2,471,468	Institution	3.09%	740,773,104
	2,258,467	Institution	2.82%	676,930,314
Steve Mandel	2,049,967	Institution	2.56%	614,436,609
	1,843,692	Institution	2.31%	552,609,803
	1,840,778	Institution	2.30%	551,736,390

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
6,909,606	Institution	8.64%	2,071,016,206
3,108,451	Institution	3.89%	931,696,018
2,528,001	Institution	3.16%	757,717,740
2,471,468	Institution	3.09%	740,773,104
1,843,692	Institution	2.31%	552,609,803
1,840,778	Institution	2.30%	551,736,390
1,122,714	Institution	1.40%	336,511,067
897,884	Institution	1.12%	269,122,771
805,817	Institution	1.01%	241,527,529
793,014	Institution	0.99%	237,690,086

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,548,974	Institution	3.19%	766,807,848
Vanguard Mid-Cap ETF	1,729,966	Institution	2.16%	520,425,672
Vanguard Growth ETF	1,017,033	Institution	1.27%	305,954,037
Vanguard Extended Market ETF	894,908	Institution	1.12%	269,215,174
VanEck Morningstar Wide Moat ETF	894,704	Institution	1.12%	258,605,244
Vanguard Mid-Cap Growth ETF	609,097	Institution	0.76%	183,234,651
iShares Russell Mid-Cap Growth ETF	525,363	Institution	0.66%	154,708,896
iShares Russell 1000 Growth ETF	318,577	Institution	0.40%	93,814,555
iShares Russell Midcap ETF	311,319	Institution	0.39%	91,677,219
Schwab U.S. Large-Cap Growth ETF	162,506	Institution	0.20%	46,970,734

FAQ

Who Owns LPL Financial (LPLA)?

According to the latest TipRanks data, approximately 36.27% of the company's stock is held by institutional investors, 0.51% is held by insiders, and 8.64% is held by retail investors.

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

According to the latest TipRanks data, approximately 36.27% 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 8.64% 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.