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

Insider buying vs selling

Have Lpl Financial Holdings Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Greg GatesMD2026-08-207,189$77.53
$557.36kBuy
Greg GatesMD2026-08-204,119$355.38
$1.46MSell
Matthew EnyediMD2026-07-3151$354.52
$18.08kSell
Matthew EnyediMD2026-07-311$355.51
$355.51Sell
Matthew EnyediMD2026-07-31189$351.06
$66.35kSell
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
Greg GatesGroup Managing Director2026-06-12232$295.66
$68.59kSell

1 of 9

LPLA insiders have sold more... subscribe to Premium to read more.
Net Insider Buy/Sell (L12M) Ownership

Be the first to know when LPLA insiders and whales buy or sell their stock.

LPLA Shareholders

What type of owners hold Lpl Financial Holdings Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Tpg Advisors IV Inc43.45%34,210,185$12.36BInsider
Tpg Group Holdings Sbs Advisors Inc11.17%8,794,282$3.18BInsider
Stephanie L. Brown2.09%1,642,773$593.62MInsider
William E. Dwyer Iii1.83%1,443,809$521.72MInsider
James S. Putnam0.92%724,860$261.93MInsider
Esther M. Stearns0.78%616,926$222.93MInsider
Marco Hellman0.63%497,557$179.79MInsider
Allen R. Thorpe0.55%433,003$156.47MInsider
Mark S. Casady0.46%360,043$130.10MInsider
James S. Riepe0.26%203,171$73.42MInsider

1 of 3

LPLA vs Capital Market Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
LPLA0.11%63.86%Net SellingNet Buying
NMR0.00%0.12%Net SellingNet Buying
TW0.05%8.13%Net SellingNet Selling
RJF0.08%19.31%Net SellingNet Selling
CRCL0.05%17.78%Net SellingNet Selling

Lpl Financial Holdings Stock Ownership FAQ

Who owns Lpl Financial Holdings?

Lpl Financial Holdings (NASDAQ: LPLA) is owned by 0.11% institutional shareholders, 63.86% Lpl Financial Holdings insiders, and 36.04% 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 $12.46B.

If you're new to stock investing, here's how to buy Lpl Financial Holdings stock.
WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.