LPLA
LPL Fin Hldg (LPLA)
NASDAQ
$319.02-$2.01 (-0.63%)
Price as of Oct 22, 2026 7:56 PM EDT
  • $25.3B
    Market Cap
  • -5.01%
    1-Year Change
  • Capital Markets
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
JANUS HENDERSON INVESTORS US LLC
11.43%
9.0M
+1.0M (+11.55%)
Mar 31, 2017
VANGUARD GROUP INC
10.35%
8.1M
-155,210 (-1.90%)
Dec 31, 2025
BLACKROCK INC.
6.73%
5.3M
-774,552 (-14.61%)
Jun 30, 2024
BLACKROCK FUNDING, INC. /DE
6.05%
4.8M
+12,141 (+0.25%)
Dec 31, 2024
BLACKROCK, INC.
6.01%
4.7M
-241,264 (-5.10%)
Jun 30, 2026
DODGE & COX
5.81%
4.6M
+432,132 (+9.44%)
Jun 30, 2026
BOSTON PARTNERS
5.40%
4.3M
+119,330 (+2.81%)
Jun 30, 2026

Current Ownership Distribution

  • Mutual Funds1.5B (51.06%)
  • Institutions1.5B (48.53%)
  • Insiders12.4M (0.41%)
  • Other0 (0.00%)

Insider Transactions

  • 0.41% (12.4M)
    Current InsiderOwnership (%, shares)
  • 0
    Number of InsiderBuying (last 12 months)
  • $0.00
    Amount of InsiderBuying (last 12 months)
  • 6
    Number of InsiderSelling (last 12 months)
  • $135.1M
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Reeping Katharine
Principal Accounting Officer
Sell
Sep 11, 2026
$153,049.46
440
$347.88
1,774
Field Emily
Group Managing Director
In Kind
Sep 05, 2026
$38,088.98
106
$359.33
1,833
Thomas Corey E.
Award
Aug 28, 2026
$0.00
4
$0.00
14,912
EBERHART PAULETT
Award
Aug 28, 2026
$0.00
4
$0.00
17,764
BERNARD EDWARD C
Award
Aug 28, 2026
$0.00
3
$0.00
16,262
Mnookin Allison
Award
Aug 28, 2026
$0.00
2
$0.00
11,763
Putnam James S
Award
Aug 28, 2026
$0.00
7
$0.00
135,298
SCHIFTER RICHARD P
Award
Aug 28, 2026
$0.00
14
$0.00
39,192
Glavin William Francis Jr
Award
Aug 28, 2026
$0.00
10
$0.00
24,074
Jambusaria Aneri
Group Managing Director
Sell
Aug 27, 2026
$110,066.88
308
$357.36
6,107
Gates Greg
Group Managing Director
Exempt
Aug 20, 2026
$0.00
7,189
$0.00
0
Gates Greg
Group Managing Director
Exempt
Aug 20, 2026
$557,363.17
7,189
$77.53
27,721
Gates Greg
Group Managing Director
Sell
Aug 20, 2026
$1.5M
4,119
$355.38
23,602
Enyedi Matthew
Group Managing Director
Sell
Jul 31, 2026
$66,350.34
189
$351.06
13,932
Enyedi Matthew
Group Managing Director
Sell
Jul 31, 2026
$163,332.51
463
$352.77
13,469
Enyedi Matthew
Group Managing Director
Sell
Jul 31, 2026
$104,597.52
296
$353.37
13,173
Enyedi Matthew
Group Managing Director
Sell
Jul 31, 2026
$18,080.52
51
$354.52
13,122
Enyedi Matthew
Group Managing Director
Sell
Jul 31, 2026
$355.51
1
$355.51
13,121
Gates Greg
Group Managing Director
In Kind
Jun 12, 2026
$68,593.12
232
$295.66
20,532
Cohen Marc Eliot
Group Managing Director
In Kind
Jun 12, 2026
$13,009.04
44
$295.66
4,356
Thomas Corey E.
Award
Mar 24, 2026
$0.00
7
$0.00
13,841
Glavin William Francis Jr
Award
Mar 24, 2026
$0.00
15
$0.00
23,337
Mnookin Allison
Award
Mar 24, 2026
$0.00
3
$0.00
11,046
EBERHART PAULETT
Award
Mar 24, 2026
$0.00
5
$0.00
17,043
Putnam James S
Award
Mar 24, 2026
$0.00
10
$0.00
136,669
SCHIFTER RICHARD P
Award
Mar 24, 2026
$0.00
19
$0.00
38,099
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