WallStreetZenWallStreetZen

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
Greg GatesGroup Managing Director2025-08-05131$371.55
$48.67kSell
Greg GatesGroup Managing Director2025-08-054$381.34
$1.53kSell
Greg GatesGroup Managing Director2025-08-059$380.46
$3.42kSell
Greg GatesGroup Managing Director2025-08-0530$378.47
$11.35kSell
Greg GatesGroup Managing Director2025-08-0542$377.79
$15.87kSell
Greg GatesGroup Managing Director2025-08-05106$376.30
$39.89kSell
Greg GatesGroup Managing Director2025-08-0545$375.37
$16.89kSell
Greg GatesGroup Managing Director2025-08-05620$374.22
$232.02kSell
Greg GatesGroup Managing Director2025-08-05352$373.49
$131.47kSell
Greg GatesGroup Managing Director2025-08-05161$372.43
$59.96kSell

1 of 6

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 Inc42.76%34,210,185$12.18BInsider
Tpg Group Holdings Sbs Advisors Inc10.99%8,794,282$3.13BInsider
Vanguard Group Inc9.98%7,986,766$2.84BInstitution
Blackrock Inc6.04%4,832,797$1.72BInstitution
Boston Partners4.60%3,679,484$1.31BInstitution
Dodge Cox3.38%2,701,709$961.70MInstitution
Kayne Anderson Rudnick Investment Management LLC3.20%2,557,458$910.35MInstitution
Massachusetts Financial Services Co3.05%2,442,182$869.32MInstitution
Wcm Investment Management LLC2.16%1,730,777$616.09MInstitution
Geode Capital Management LLC2.16%1,724,962$614.02MInstitution

1 of 3

LPLA vs Capital Market Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
LPLA50.89%49.11%Net SellingNet Selling
IBKR58.09%4.70%Net BuyingNet Buying
TW33.44%8.08%Net Selling
FUTU2.01%0.00%
RJF52.39%18.67%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 65.09% institutional shareholders, 62.82% 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 42.76% of the company. Tpg Advisors IV Inc's Lpl Financial Holdings shares are currently valued at $12.18B.

If you're new to stock investing, here's how to buy Lpl Financial Holdings stock.
©2025 WallStreetZen
Company
AboutNewsBlogStock Investing FAQPlansPrivacy PolicyTerms of ServiceCancellation & RefundsPerformanceHelp GuidesContactTwitterYouTubeNewsletter
Stock Tools
Top Performing AnalystsStock ScreenerStock ForecastTrending StocksStrong Buy StocksHighest Earnings StocksBest Dividend Paying StocksStatisticsStock Market SectorsStock Market IndustriesHow to Buy Stocks Online
Stock Ideas
Buy The DipBiggest Stock Gainers TodayBiggest Stock Losers Today52 Week High Stocks52 Week Low StocksMost Active Stocks TodayMost Undervalued StocksBest Penny Stocks to Buy NowBest Stocks Under $5Best Stocks Under $10
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.