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NASDAQ: LPLA
Lpl Financial Holdings Inc Stock Ownership - Who owns Lpl Financial Holdings?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Lpl Financial Holdings Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Aneri JambusariaMD2026-08-27308$357.36
$110.07kSell
Greg GatesMD2026-08-204,119$355.38
$1.46MSell
Greg GatesMD2026-08-207,189$77.53
$557.36kBuy
Matthew EnyediMD2026-07-31189$351.06
$66.35kSell
Matthew EnyediMD2026-07-311$355.51
$355.51Sell
Matthew EnyediMD2026-07-3151$354.52
$18.08kSell
Matthew EnyediMD2026-07-31296$353.37
$104.60kSell
Matthew EnyediMD2026-07-31463$352.77
$163.33kSell
Aneri JambusariaGroup Managing Director2026-06-17308$306.00
$94.25kSell
Marc Eliot CohenGroup Managing Director2026-06-1244$295.66
$13.01kSell

1 of 7

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Net Insider Buy/Sell (L12M) Ownership

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LPLA Shareholders

What type of owners hold Lpl Financial Holdings Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Tpg Advisors IV Inc43.45%34,210,185$12.29BInsider
Tpg Group Holdings Sbs Advisors Inc11.17%8,794,282$3.16BInsider
Stephanie L. Brown2.09%1,642,773$590.30MInsider
William E. Dwyer Iii1.83%1,443,809$518.80MInsider
James S. Putnam0.92%724,867$260.47MInsider
Esther M. Stearns0.78%616,926$221.68MInsider
Marco Hellman0.63%497,557$178.79MInsider
Allen R. Thorpe0.55%433,003$155.59MInsider
Mark S. Casady0.46%360,043$129.37MInsider
James S. Riepe0.26%203,171$73.01MInsider

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LPLA vs Capital Market Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
LPLA0.11%63.87%Net SellingNet Buying
CRCL0.05%17.78%Net SellingNet Selling
NMR0.00%0.12%Net SellingNet Buying
TW0.05%8.13%Net SellingNet Selling
RJF0.08%19.30%Net SellingNet Selling
View Top Capital Market Stocks

Lpl Financial Holdings Stock Ownership FAQ

Who owns Lpl Financial Holdings?

Lpl Financial Holdings (NASDAQ: LPLA) is owned by 0.11% institutional shareholders, 63.87% Lpl Financial Holdings insiders, and 36.03% retail investors. Tpg Advisors IV Inc is the largest individual Lpl Financial Holdings shareholder, owning 34.21M shares representing 43.45% of the company. Tpg Advisors IV Inc's Lpl Financial Holdings shares are currently valued at $12.29B.

If you're new to stock investing, here's how to buy Lpl Financial Holdings stock.
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