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LPL Financial Holdings Inc
LPLAAdd to Watchlist
328.058USD
+4.738+1.47%
Market hours （ET）Quotes delayed by 15 min
26.31BMarket Cap
29.43P/E TTM
Shareholding Stats
Updated: Wed, May 13
Updated: Wed, May 13
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Boston Partners
5.17%
Dodge & Cox
4.94%
Vanguard Portfolio Management, LLC
4.82%
BlackRock Institutional Trust Company, N.A.
4.61%
MFS Investment Management
4.57%
Other
75.90%
Shareholders
Shareholders
Proportion
Boston Partners
5.17%
Dodge & Cox
4.94%
Vanguard Portfolio Management, LLC
4.82%
BlackRock Institutional Trust Company, N.A.
4.61%
MFS Investment Management
4.57%
Other
75.90%
Shareholder Types
Shareholders
Proportion
Investment Advisor
47.51%
Investment Advisor/Hedge Fund
37.57%
Hedge Fund
11.14%
Pension Fund
3.38%
Research Firm
2.05%
Bank and Trust
1.40%
Sovereign Wealth Fund
1.37%
Individual Investor
0.38%
Family Office
0.06%
Institutional Shareholding
Updated: Sun, Apr 5
Updated: Sun, Apr 5
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
1615
83.58M
104.49%
-2.70M
2025Q4
1564
80.83M
100.96%
-5.32M
2025Q3
1516
81.75M
102.14%
-2.21M
2025Q2
1492
82.27M
103.50%
+3.72M
2025Q1
1532
80.52M
100.85%
+3.23M
2024Q4
1478
73.56M
98.63%
-5.28M
2024Q3
1420
73.69M
98.51%
-5.08M
2024Q2
1392
73.47M
98.34%
-6.34M
2024Q1
1358
74.12M
99.20%
-5.45M
2023Q4
1312
72.67M
97.32%
-7.05M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Boston Partners
3.55M
4.43%
-119.01K
-3.24%
Dec 31, 2025
Dodge & Cox
3.95M
4.93%
+619.72K
+18.61%
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
3.69M
4.61%
+48.60K
+1.33%
Dec 31, 2025
MFS Investment Management
3.65M
4.56%
+455.36K
+14.25%
Dec 31, 2025
Capital World Investors
3.63M
4.53%
+996.81K
+37.92%
Dec 31, 2025
Janus Henderson Investors
3.38M
4.22%
+280.20K
+9.05%
Dec 31, 2025
Principal Global Investors (Equity)
1.93M
2.42%
-35.54K
-1.80%
Dec 31, 2025
Kayne Anderson Rudnick Investment Management, LLC
2.30M
2.87%
-184.07K
-7.41%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Argent Mid Cap ETF
3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
3.19%
Future Fund Long/Short ETF
3.1%
Gabelli Financial Services Opportunities ETF
2.96%
Nuveen ESG Mid-Cap Growth ETF
2.66%
AdvisorShares Gerber Kawasaki ETF
2.52%
PGIM Jennison Focused Mid-Cap ETF
2.4%
ProShares Equities for Rising Rates ETF
2.09%
Invesco Bloomberg MVP Multi-Factor ETF
2.01%
SPDR S&P Capital Markets ETF
1.84%
View more
Argent Mid Cap ETF
Proportion3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion3.19%
Future Fund Long/Short ETF
Proportion3.1%
Gabelli Financial Services Opportunities ETF
Proportion2.96%
Nuveen ESG Mid-Cap Growth ETF
Proportion2.66%
AdvisorShares Gerber Kawasaki ETF
Proportion2.52%
PGIM Jennison Focused Mid-Cap ETF
Proportion2.4%
ProShares Equities for Rising Rates ETF
Proportion2.09%
Invesco Bloomberg MVP Multi-Factor ETF
Proportion2.01%
SPDR S&P Capital Markets ETF
Proportion1.84%