Companies / LPL Financial Holdings Inc.
LPL Financial Holdings Inc.
Nasdaq: LPLACIK 1397911SAN DIEGO, CA
Financials · FY2025
Ownership
78.7M shares outstanding · as of Jul 30, 2026
Ownership
| Insiders | 0.50% | 395,084 |
| 10%+ / strategic | 10.73% | 8,447,117 |
| Institutions | 101.63% | 80,021,824 |
| Public float | 0.00% | 0 |
Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.
% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.
Insiders 19
View all →| Insider | % of shares | Shares |
|---|---|---|
Putnam James SDirector | 0.17% | 137,291 |
Schifter Richard PDirector | 0.05% | 39,178 |
Mulcahy Anne MDirector | 0.05% | 37,431 |
Glavin William Francis JrDirector | 0.03% | 24,064 |
Gates GregGroup Managing Director | 0.03% | 20,532 |
Audette Matthew JPresident and CFO | 0.03% | 19,803 |
Steinmeier RichardCEOChief Executive Officer | 0.02% | 19,488 |
Eberhart PaulettDirector | 0.02% | 17,760 |
Bernard Edward CDirector | 0.02% | 16,259 |
Thomas Corey E.Director | 0.02% | 14,908 |
Institutional holders 828
View all →| Holder | Value | % of shares |
|---|---|---|
| $2.91B | 10.35% | |
| $1.41B | 5.02% | |
| $1.33B | 6.01% | |
| $1.33B | 4.72% | |
| $1.29B | 4.60% | |
| $1.24B | 5.25% | |
| $1.10B | 4.66% | |
| $793.16M | 3.35% | |
| $629.79M | 2.24% | |
| $616.69M | 2.60% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Norges Bank 13F manager | Exit | — | $-371.62M | -1.0M -100.00% | — | high |
| Q1 2026 as of | Principal Financial Group Inc 13F manager | Add | — | $211.20M | +702K +36.29% | 2,636,544 3.35% of shares | high |
| Q1 2026 as of | Kayne Anderson Rudnick Investment Management, LLC 13F manager | Trim | — | $-186.05M | -618K -26.91% | 1,680,090 2.13% of shares | high |
| Q1 2026 as of | Third Point LLC 13F manager | Exit | — | $-182.16M | -510K -100.00% | — | high |
| Q1 2026 as of | Millennium Management LLC 13F manager | Add | — | $176.15M | +586K +192.16% | 890,253 1.13% of shares | high |
| Q1 2026 as of | Boston Partners 13F manager | Add | — | $174.71M | +581K +16.37% | 4,131,498 5.25% of shares | high |
| Q1 2026 as of | Eminence Capital, LP 13F manager | Exit | — | $-157.81M | -442K -100.00% | — | high |
| Q1 2026 as of | AllianceBernstein L.P. 13F manager | Add | — | $133.10M | +373K +31.07% | 1,571,998 2.00% of shares | high |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Vanguard Group Inc | Passive13G/A | — |
| Vanguard Capital Management | Passive13G | — |
| Dodge & Cox | Passive13G | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| LPLA | — | 50212V100 |