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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
Marc Eliot CohenGroup Managing Director2025-06-1244$379.39
$16.69kSell
Greg GatesGroup Managing Director2025-06-12234$379.39
$88.78kSell
Greg GatesGroup Managing Director2025-06-05143$376.49
$53.84kSell
Greg GatesGroup Managing Director2025-06-05189$377.39
$71.33kSell
Greg GatesGroup Managing Director2025-06-05123$382.37
$47.03kSell
Greg GatesGroup Managing Director2025-06-05219$381.69
$83.59kSell
Greg GatesGroup Managing Director2025-06-0583$380.54
$31.58kSell
Greg GatesGroup Managing Director2025-06-05409$379.79
$155.33kSell
Greg GatesGroup Managing Director2025-06-0559$378.42
$22.33kSell
Greg GatesGroup Managing Director2025-06-05275$375.52
$103.27kSell

1 of 4

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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 Inc42.78%34,210,185$12.49BInsider
Tpg Group Holdings Sbs Advisors Inc11.00%8,794,282$3.21BInsider
Vanguard Group Inc9.22%7,372,857$2.69BInstitution
Blackrock Inc5.94%4,750,079$1.73BInstitution
Boston Partners4.39%3,514,283$1.28BInstitution
Fmr LLC3.96%3,165,458$1.16BInstitution
Janus Henderson Group PLC3.83%3,066,354$1.12BInstitution
Kayne Anderson Rudnick Investment Management LLC3.35%2,681,617$978.68MInstitution
Lone Pine Capital LLC2.21%1,764,015$643.79MInstitution
State Street Corp2.10%1,679,585$612.98MInstitution

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LPLA vs Capital Market Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
LPLA60.45%39.55%Net SellingNet Selling
RJF76.30%18.45%Net SellingNet Selling
TW48.37%8.08%Net SellingNet Selling
IBKR21.45%4.01%Net SellingNet Selling
NMR2.24%0.00%
View Top Capital Market Stocks

Lpl Financial Holdings Stock Ownership FAQ

Who owns Lpl Financial Holdings?

Lpl Financial Holdings (NASDAQ: LPLA) is owned by 96.05% institutional shareholders, 62.85% Lpl Financial Holdings insiders, and 0.00% retail investors. Tpg Advisors IV Inc is the largest individual Lpl Financial Holdings shareholder, owning 34.21M shares representing 42.78% of the company. Tpg Advisors IV Inc's Lpl Financial Holdings shares are currently valued at $12.49B.

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