LPL Financial Holdings Inc. (LPLA) Institutional Ownership & Insider Trading

763 institutions reported holding LPL Financial Holdings Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 53 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

LPLALPL Financial Holdings Inc.Follow LPLA — free

Capital Markets · Financials

—

Price chart with a free account

Market cap: 24.9B
P/E TTM: 25.1
Dividend yield: 0.4%
52-week: —
Next earnings: 27 Oct, in 3 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

763 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -0.4%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	763	84	-0.5%	224	70	273	77
Mar 26	758	82	+2.7%	249	62	233	118
Dec 25	808	81	+0.2%	220	89	251	66
Sep 25	739	79	+1.1%	231	53	235	88
Jun 25	787	79	+1.9%	293	103	222	83
Mar 25	762	77	+9.4%	266	93	194	47
Dec 24	698	71	-3.2%	192	91	238	50
Sep 24	625	71	-1.4%	211	63	214	98

LPL Financial Holdings Inc. — questions

Who owns LPL Financial Holdings Inc. stock?: 763 institutions reported LPL Financial Holdings Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (6.0%), Dodge & Cox (5.8%), Boston Partners (5.4%).
Are LPL Financial Holdings Inc. insiders buying or selling?: 53 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from LPL Financial Holdings Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.