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LPL Fin Hldg (LPLA)
NASDAQ
$295.00-$2.62 (-0.88%)
Price as of Jun 23, 2026 4:11 PM EDT- $23.8BMarket Cap
- -20.21%1-Year Change
- Capital MarketsIndustry
LPL Fin Hldg (LPLA)
$295.00-$2.62 (-0.88%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
JANUS HENDERSON INVESTORS US LLC | 11.25% | 9.0M | +1.0M (+11.55%) | Mar 31, 2017 |
VANGUARD GROUP INC | 10.19% | 8.1M | -155,210 (-1.90%) | Dec 31, 2025 |
BLACKROCK INC. | 6.63% | 5.3M | -774,552 (-14.61%) | Jun 30, 2024 |
BLACKROCK, INC. | 6.22% | 5.0M | -14,769 (-0.30%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 5.96% | 4.8M | +12,141 (+0.25%) | Dec 31, 2024 |
DODGE & COX | 5.18% | 4.1M | +197,577 (+4.76%) | Mar 31, 2026 |
BOSTON PARTNERS | 5.17% | 4.1M | +581,180 (+14.07%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
JANUS INVESTMENT FUND | 37.61% | 30.1M | 0 (0.00%) | Mar 31, 2026 |
BOND FUND OF AMERICA | 33.12% | 26.5M | 0 (0.00%) | Mar 31, 2026 |
JANUS ASPEN SERIES | 13.05% | 10.4M | 0 (0.00%) | Mar 31, 2026 |
ALLSPRING INCOME OPPORTUNITIES FUND | 9.56% | 7.7M | 0 (0.00%) | Jan 31, 2026 |
CALVERT FUND | 9.36% | 7.5M | 0 (0.00%) | Mar 31, 2026 |
AMERICAN CENTURY ETF TRUST | 8.80% | 7.0M | +250,000 (+3.55%) | Feb 28, 2026 |
VANGUARD INDEX FUNDS | 8.62% | 6.9M | -17,763 (-0.26%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions1.4B (49.91%)
- Mutual Funds1.4B (49.64%)
- Insiders12.4M (0.45%)
- Other0 (0.00%)
Insider Transactions
- 0.45% (12.4M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 5Number of InsiderSelling (last 12 months)
- $379.5MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Cohen Marc Eliot Group Managing Director | In Kind | Jun 12, 2026 | $13,009.04 | 44 | $295.66 | 4,356 |
Gates Greg Group Managing Director | In Kind | Jun 12, 2026 | $68,593.12 | 232 | $295.66 | 20,532 |
Mnookin Allison | Award | Mar 24, 2026 | $0.00 | 3 | $0.00 | 11,046 |
Putnam James S | Award | Mar 24, 2026 | $0.00 | 10 | $0.00 | 136,669 |
Thomas Corey E. | Award | Mar 24, 2026 | $0.00 | 7 | $0.00 | 13,841 |
EBERHART PAULETT | Award | Mar 24, 2026 | $0.00 | 5 | $0.00 | 17,043 |
SCHIFTER RICHARD P | Award | Mar 24, 2026 | $0.00 | 19 | $0.00 | 38,099 |
Glavin William Francis Jr | Award | Mar 24, 2026 | $0.00 | 15 | $0.00 | 23,337 |
BERNARD EDWARD C | Award | Mar 24, 2026 | $0.00 | 4 | $0.00 | 15,195 |
Cohen Marc Eliot Group Managing Director | Sell | Mar 10, 2026 | $337,040.71 | 1,088 | $309.72 | 4,400 |
Cohen Marc Eliot Group Managing Director | Exempt | Mar 09, 2026 | $0.00 | 2,212 | $0.00 | 0 |
Cohen Marc Eliot Group Managing Director | Exempt | Mar 09, 2026 | $171,496.36 | 2,212 | $77.53 | 7,700 |
Cohen Marc Eliot Group Managing Director | Sell | Mar 09, 2026 | $682,955.00 | 2,212 | $308.75 | 5,488 |
Jambusaria Aneri Group Managing Director | Sell | Mar 02, 2026 | $94,248.00 | 308 | $306.00 | 6,723 |
Audette Matthew J President and CFO | Sell | Feb 26, 2026 | $110,841.48 | 348 | $318.51 | 22,615 |
Enyedi Matthew Group Managing Director | Sell | Feb 26, 2026 | $147,409.94 | 463 | $318.38 | 15,767 |
Audette Matthew J President and CFO | Sell | Feb 26, 2026 | $87,493.68 | 274 | $319.32 | 22,341 |
Enyedi Matthew Group Managing Director | Sell | Feb 26, 2026 | $200,570.64 | 628 | $319.38 | 15,139 |
Audette Matthew J President and CFO | Sell | Feb 26, 2026 | $162,446.24 | 506 | $321.04 | 21,835 |
Enyedi Matthew Group Managing Director | Sell | Feb 26, 2026 | $213,779.34 | 666 | $320.99 | 14,473 |
Audette Matthew J President and CFO | Sell | Feb 26, 2026 | $145,933.95 | 453 | $322.15 | 21,382 |
Enyedi Matthew Group Managing Director | Sell | Feb 26, 2026 | $54,374.06 | 169 | $321.74 | 14,304 |
Enyedi Matthew Group Managing Director | Sell | Feb 26, 2026 | $59,057.76 | 183 | $322.72 | 14,121 |
Jambusaria Aneri Group Managing Director | Award | Feb 25, 2026 | $0.00 | 942 | $0.00 | 6,444 |
Steinmeier Richard Chief Executive Officer | Award | Feb 25, 2026 | $0.00 | 2,255 | $0.00 | 11,581 |
Morningstar Matthew Group Managing Director | Award | Feb 25, 2026 | $0.00 | 1,122 | $0.00 | 3,415 |
Gates Greg Group Managing Director | Award | Feb 25, 2026 | $0.00 | 1,856 | $0.00 | 16,476 |
Jambusaria Aneri Group Managing Director | In Kind | Feb 25, 2026 | $227,706.05 | 715 | $318.47 | 5,729 |
Steinmeier Richard Chief Executive Officer | In Kind | Feb 25, 2026 | $834,072.93 | 2,619 | $318.47 | 8,962 |
Audette Matthew J President and CFO | Award | Feb 25, 2026 | $0.00 | 2,152 | $0.00 | 18,690 |