LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 744 institutional investors hold a position in LPL Financial Holdings Inc. (NASDAQ:LPLA).

• The percentage of LPL Financial Holdings owned by institutions changed from 99.4% in June 2025 to 98.2% in September 2025, marking a slight down trend.
• In percentage terms, this reflects as a holdings change of 4.30% quarter on quarter, and an increase of 16.25% year over year.
• Among the 744 institutional holders of LPL Financial Holdings, 336 added to their stakes while 284 trimmed their positions and 124 held steady.
• This class of investors increased its holdings in LPL Financial Holdings to 78.60Mn shares for the 13F-cycle ending September 2025, up by 3.24Mn shares quarter on quarter, and up 7.35Mn shares year over year.
• With 8.30Mn shares, VANGUARD GROUP INC commands the largest institutional position in LPL Financial Holdings as of September 30, 2025, equating to 10.38% of the company.
• Among the most significant buyers of LPL Financial Holdings during September 2025 were Capital World Investors (2.61Mn), MILLENNIUM MANAGEMENT LLC (991.79K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (800.17K), DODGE & COX (627.55K), LONE PINE CAPITAL LLC (383.47K).
• Leading sellers of LPL Financial Holdings stock in September 2025 included FMR LLC (1.33Mn), JENNISON ASSOCIATES LLC (297.80K), SEI INVESTMENTS CO (295.56K), Southpoint Capital Advisors LP (250.00K), AGF MANAGEMENT LTD (227.75K).
• The top 10 institutional holders of LPL Financial Holdings for the quarter ending September 2025 included VANGUARD GROUP INC (8.30Mn), BlackRock, Inc. (4.98Mn), Boston Partners (3.67Mn), DODGE & COX (3.33Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.24Mn), JANUS HENDERSON GROUP PLC (3.10Mn), Capital World Investors (2.63Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.48Mn), LONE PINE CAPITAL LLC (2.26Mn), PRINCIPAL FINANCIAL GROUP INC (1.97Mn).