LPL Financial Holdings Inc.
LPL Financial Holdings Inc. (LPLA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LPLA · as of Mar 31, 2025
Ownership Breakdown
811
Institutional Holders
▲ 61 vs Q4
$25.68B
Total Inst. Value
▲ $2.19B vs Q4
79.98M
Shares Outstanding
freeFloat 99.46%
77.97M
13F Shares Held
▲ 6.62M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LPLA largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC security & commodity brokers, dealers, exchanges & services | 7.37M | 9.88% | 9.88% | $2.41T | May 9, 2025 | ▲ 154.2K |
BLACKROCK, INC. security & commodity brokers, dealers, exchanges & services | 4.75M | 6.37% | 6.37% | $1.55T | May 2, 2025 | ▼ 16.5K |
BOSTON PARTNERS security & commodity brokers, dealers, exchanges & services | 3.51M | 4.71% | 4.71% | $1.15T | May 13, 2025 | ▼ 391.3K |
FMR LLC security & commodity brokers, dealers, exchanges & services | 3.17M | 4.24% | 4.24% | $1.04T | May 12, 2025 | ▲ 206.7K |
JANUS HENDERSON GROUP PLC security & commodity brokers, dealers, exchanges & services | 3.07M | 4.11% | 4.11% | $1.03T | May 15, 2025 | ▲ 15.8K |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC security & commodity brokers, dealers, exchanges & services | 2.68M | 3.59% | 3.59% | $877.26B | May 14, 2025 | ▲ 20.9K |
LONE PINE CAPITAL LLC security & commodity brokers, dealers, exchanges & services | 1.76M | 2.36% | 2.36% | $577.08B | May 15, 2025 | ▼ 158.7K |
STATE STREET CORP security & commodity brokers, dealers, exchanges & services | 1.68M | 2.25% | 2.25% | $549.46B | May 15, 2025 | ▲ 9.0K |
WCM INVESTMENT MANAGEMENT, LLC security & commodity brokers, dealers, exchanges & services | 1.64M | 2.19% | 2.19% | $550.93B | Apr 28, 2025 | ▼ 6.3K |
GEODE CAPITAL MANAGEMENT, LLC security & commodity brokers, dealers, exchanges & services | 1.56M | 2.09% | 2.09% | $509.54B | May 13, 2025 | ▲ 100.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
31
Increased
+7.61M shares1
New Positions
first time holders18
Decreased
−1.61M shares0
Sold Out
fully exitedNet shares change (top 50)
+6.00M
+7.61M / −1.61M
Net new holders
+14
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LPLA insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
7
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Thomas Corey E. director | May 15, 2026 | Award | 348 | — | — | 14.9K | Form 4 ↗ |
Thomas Corey E. director | May 15, 2026 | Award | 712 | — | — | 14.6K | Form 4 ↗ |
SCHIFTER RICHARD P director | May 15, 2026 | Award | 348 | — | — | 39.2K | Form 4 ↗ |
SCHIFTER RICHARD P director | May 15, 2026 | Award | 712 | — | — | 38.8K | Form 4 ↗ |
Putnam James S director | May 15, 2026 | Award | 712 | — | — | 137.3K | Form 4 ↗ |
MULCAHY ANNE M director | May 15, 2026 | Award | 348 | — | — | 37.4K | Form 4 ↗ |
MULCAHY ANNE M director | May 15, 2026 | Award | 712 | — | — | 37.1K | Form 4 ↗ |
Mnookin Allison director | May 15, 2026 | Award | 712 | — | — | 11.8K | Form 4 ↗ |
Ko Albert J director | May 15, 2026 | Award | 712 | — | — | 3.3K | Form 4 ↗ |
Khanna Somesh director | May 15, 2026 | Award | 712 | — | — | 851 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
LPL Financial Holdings Inc. (LPLA) is primarily owned by institutional investors, who hold approximately 97.5% of total shares outstanding. Company insiders own approximately 0.54%, while retail and public investors account for the remaining 1.98%.
The largest institutional shareholder of LPL Financial Holdings Inc. is VANGUARD GROUP INC, holding approximately 7.37 million shares — equal to 9.88% of outstanding shares — as of March 31, 2025.
A total of 811 institutional investors currently hold LPLA stock, with a combined institutional value of approximately $25.68 billion as of the most recent 13F filing period.
Frequently asked questions
LPLA ownershipLPL Financial Holdings Inc. (LPLA) is primarily owned by institutional investors, who hold approximately 97.5% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.88% stake. Company insiders hold 0.54%. Data sourced from SEC Form 13F as of March 31, 2025.