LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,032,294Shares held by institutions

$309,874,013Value of institutional holdings

102.71%Institutional ownership %

8.94%Shares Changed QoQ

798No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

LPL Financial Holdings Inc. (NASDAQ:LPLA) has 805 institutional investors with active 13F positions as of December 2025.

These investors collectively held 101.9% of LPL Financial Holdings's 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.
Of these 805 holders, 408 added to their stakes in LPL Financial Holdings, 269 trimmed positions, and 128 made no changes.
Institutional investors collectively held 81.92Mn shares in LPL Financial Holdings as of December 2025, up by 3.29Mn shares quarter on quarter, and up 4.29Mn shares year over year.
VANGUARD GROUP INC holds the largest position in LPLA at 8.15Mn shares as of December 31, 2025, or 10.14% of shares outstanding.
Leading buyers of LPL Financial Holdings shares for the quarter ending December 2025 were BARROW HANLEY MEWHINNEY & STRAUSS LLC (1.26Mn), M&T Bank Corp (1.14Mn), NORGES BANK (1.04Mn), Capital World Investors (996.81K), ALLIANCEBERNSTEIN L.P. (635.13K).
The biggest sellers of LPL Financial Holdings for the quarter ending December 2025 included JENNISON ASSOCIATES LLC (993.28K), Bank Of America Corp /De/ (959.89K), MILLENNIUM MANAGEMENT LLC (748.46K), Jpmorgan Chase & Co (680.14K), FMR LLC (456.94K).
According to Business Quant data, leading holders of LPLA for December 2025 are VANGUARD GROUP INC (8.15Mn), BlackRock, Inc. (4.99Mn), DODGE & COX (3.95Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.72Mn), Capital World Investors (3.63Mn), Boston Partners (3.55Mn), Janus Henderson Group Plc (3.38Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.3Mn), LONE PINE CAPITAL LLC (2.07Mn), Principal Financial Group Inc (1.93Mn).

805 Institutional Holders

1,032,294 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	12,507	0.25%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-155,210	-1.87%	$0.00
SurgoCap Partners LP	31 Dec, 2025	722	0.07%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	16,756	16.74%	$0.00
DODGE & COX	31 Dec, 2025	619,715	18.61%	$0.00
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	31 Dec, 2025	-2,731	-0.35%	$0.00
Barclays Plc	31 Dec, 2025	-106,952	-54.64%	$0.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	477,094	14.71%	$0.00
Azora Capital LP	31 Dec, 2025	94,833	26.84%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	7,250	229.07%	$0.00
Capital World Investors	31 Dec, 2025	996,806	37.92%	$0.00
Railway Pension Investments Ltd	31 Dec, 2025	81,880	22.53%	$0.00
Foresight Global Investors, Inc.	31 Dec, 2025	2,918	0.00%	$0.00
Boston Partners	31 Dec, 2025	-119,008	-3.24%	$0.00
UBS Group AG	31 Dec, 2025	92,627	27.56%	$0.00
Janus Henderson Group Plc	31 Dec, 2025	280,202	9.05%	$0.00
Holocene Advisors, LP	31 Dec, 2025	63,491	21.24%	$0.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	-184,068	-7.41%	$0.00
Nuveen, LLC	31 Dec, 2025	-29,329	-15.52%	$0.00
LONE PINE CAPITAL LLC	31 Dec, 2025	-180,766	-8.01%	$0.00

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