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

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LPL Financial (LPLA) Ownership Overview

0.52% Insiders

37.75% Mutual Funds

0.25% Other Institutional Investors

15.80% ETFs

45.69% Public Companies and

Individual Investors

The ownership structure of LPL Financial (LPLA) stock is a mix of institutional, retail, and individual investors. Approximately 53.80% of the company’s stock is owned by Institutional Investors, 0.52% is owned by Insiders, and 45.69% 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 38.00% of the company’s stock is owned by Institutional Investors, 0.52% is owned by Insiders, and 15.80% 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
	7,360,773	Institution	9.19%	2,300,462,386
	6,909,606	Institution	8.63%	2,159,459,163
John A. Gunn	3,948,970	Institution	4.93%	1,234,171,594
	3,108,451	Institution	3.88%	971,484,191
	2,528,001	Institution	3.16%	790,076,153
	2,471,468	Institution	3.09%	772,407,894
	2,266,178	Institution	2.83%	708,248,610
Steve Mandel	2,074,948	Institution	2.59%	648,483,498
	1,843,692	Institution	2.30%	576,209,061
	1,840,778	Institution	2.30%	575,298,348

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
6,909,606	Institution	8.63%	2,159,459,163
3,108,451	Institution	3.88%	971,484,191
2,528,001	Institution	3.16%	790,076,153
2,471,468	Institution	3.09%	772,407,894
1,843,692	Institution	2.30%	576,209,061
1,840,778	Institution	2.30%	575,298,348
977,974	Institution	1.22%	305,646,214
800,512	Institution	1.00%	250,184,015
799,028	Institution	1.00%	249,720,221
692,577	Institution	0.86%	216,451,090

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,531,660	Institution	3.16%	760,460,031
Vanguard Mid-Cap ETF	1,739,614	Institution	2.17%	522,545,253
Vanguard Growth ETF	1,029,837	Institution	1.28%	309,342,438
VanEck Morningstar Wide Moat ETF	916,646	Institution	1.14%	288,349,332
Vanguard Extended Market ETF	872,139	Institution	1.09%	261,973,113
Vanguard Mid-Cap Growth ETF	664,556	Institution	0.83%	199,619,331
iShares Russell Mid-Cap Growth ETF	531,987	Institution	0.66%	166,261,897
iShares Russell 1000 Growth ETF	322,579	Institution	0.40%	100,815,615
iShares Russell Midcap ETF	307,946	Institution	0.38%	96,242,363
Schwab U.S. Large-Cap Growth ETF	154,026	Institution	0.19%	48,451,959

FAQ

Who Owns LPL Financial (LPLA)?

According to the latest TipRanks data, approximately 0.25% of the company's stock is held by institutional investors, 0.52% is held by insiders, and 45.69% is held by retail investors.

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

According to the latest TipRanks data, approximately 0.25% 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 45.69% 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.