LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Ownership Summary

LPL Financial Holdings Inc. (NASDAQ:LPLA) showed up in the 13F filings of 805 institutional investors as of December 2025.

• Their combined ownership stood at 101.9% of outstanding shares in December 2025, up from 100.4% in September 2025.
• They increased total shares held in LPL Financial Holdings by 4.18% from the prior quarter, while the number of investors in LPLA increased 12.59% year over year.
• During the quarter, 408 of these 805 funds increased positions in LPLA, 269 reduced exposure, and 128 held steady.
• The aggregate institutional position in LPL Financial Holdings amounted to 81.92Mn shares as of December 2025, up by 3.29Mn shares quarter on quarter, and up 4.29Mn shares year over year.
• Janus Henderson Group Plc leads ownership in LPLA with 7.33Mn shares as of December 31, 2025, equal to 9.13% of outstanding shares.
• The most significant purchases of LPLA for the quarter ending December 2025 came from Janus Henderson Group Plc (3.96Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.6Mn), SAMLYN CAPITAL, LLC (744.1K), Principal Financial Group Inc (702.06K).
• Leading sellers of LPL Financial Holdings shares for the quarter ending December 2025 were Capital World Investors (1.31Mn), M&T Bank Corp (1.14Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (618.46K), Morgan Stanley (479.6K), Jpmorgan Chase & Co (406.64K).
• Per Business Quant data, the top 10 holders of LPL Financial Holdings for the quarter ending December 2025 are Janus Henderson Group Plc (7.33Mn), BlackRock, Inc. (4.97Mn), DODGE & COX (4.15Mn), Boston Partners (4.13Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.87Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.6Mn), Principal Financial Group Inc (2.64Mn), SAMLYN CAPITAL, LLC (2.32Mn), Capital World Investors (2.31Mn).