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 GatesGroup Managing Director2025-12-05136$370.44
$50.38kSell
Greg GatesGroup Managing Director2025-12-0546$367.95
$16.93kSell
Richard SteinmeierChief Executive Officer2025-12-05779$372.20
$289.94kSell
Richard SteinmeierChief Executive Officer2025-12-052,450$371.23
$909.51kSell
Richard SteinmeierChief Executive Officer2025-12-051,040$370.62
$385.44kSell
Richard SteinmeierChief Executive Officer2025-12-05183$368.63
$67.46kSell
Richard SteinmeierChief Executive Officer2025-12-05332$367.06
$121.86kSell
Richard SteinmeierChief Executive Officer2025-12-05274$373.20
$102.26kSell
Greg GatesGroup Managing Director2025-12-0534$368.70
$12.54kSell
Greg GatesGroup Managing Director2025-12-0539$373.09
$14.55kSell

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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 Inc42.74%34,210,185$12.77BInsider
Tpg Group Holdings Sbs Advisors Inc10.99%8,794,282$3.28BInsider
Vanguard Group Inc10.37%8,303,768$3.10BInstitution
Blackrock Inc6.22%4,976,517$1.86BInstitution
Boston Partners4.58%3,669,326$1.37BInstitution
Dodge Cox4.16%3,329,255$1.24BInstitution
Massachusetts Financial Services Co4.05%3,242,353$1.21BInstitution
Janus Henderson Group PLC3.87%3,097,351$1.16BInstitution
Capital World Investors3.28%2,628,551$981.45MInstitution
Kayne Anderson Rudnick Investment Management LLC3.10%2,482,615$926.96MInstitution

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LPLA vs Capital Market Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
LPLA60.98%39.02%Net SellingNet Selling
IBKR84.63%4.45%Net SellingNet Selling
RJF76.66%18.98%Net SellingNet Selling
TW48.33%8.08%Net Selling
NMR2.38%0.00%

Lpl Financial Holdings Stock Ownership FAQ

Who owns Lpl Financial Holdings?

Lpl Financial Holdings (NASDAQ: LPLA) is owned by 98.12% institutional shareholders, 62.79% 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 42.74% of the company. Tpg Advisors IV Inc's Lpl Financial Holdings shares are currently valued at $12.73B.

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