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LPL Financial
LPLA
342.400
3.22% ( +10.680 )
Closed: Jul 28, 15:59:59 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
99.36%
Individuals & Insiders
0.60%
State-owned enterprises
0.04%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
BlackRock, Inc.
6.22%
4.97M
0.01%
-14.77K
03/31/2026
Dodge & Cox
5.18%
4.15M
0.25%
+197.58K
03/31/2026
Boston Partners Global Investors, Inc.
5.17%
4.14M
0.02%
+7.16K
06/30/2026
Massachusetts Financial Services Company
4.84%
3.87M
0.19%
+149.91K
03/31/2026
Vanguard Portfolio Management, LLC
4.82%
3.85M
--
+3.85M
03/31/2026
Janus Henderson Group Ltd.
4.58%
3.67M
0.37%
+289.23K
03/31/2026
Vanguard Capital Management, LLC
4.50%
3.60M
--
+3.60M
03/31/2026
Principal Global Investors, LLC
3.30%
2.64M
0.88%
+702.47K
03/31/2026
Samlyn Capital, LLC
2.90%
2.32M
0.93%
+744.10K
03/31/2026
Capital Research and Management Company
2.89%
2.31M
1.64%
-1.31M
03/31/2026
Lone Pine Capital LLC
2.56%
2.05M
0.03%
-24.98K
03/31/2026
State Street Global Advisors, Inc.
2.33%
1.86M
0.03%
+20.13K
03/31/2026
WCM Investment Management, LLC
2.17%
1.73M
0.02%
+12.92K
03/31/2026
Kayne Anderson Rudnick Investment Management, LLC
2.10%
1.68M
0.77%
-618.46K
03/31/2026
Geode Capital Management, LLC
1.99%
1.59M
0.05%
+39.94K
03/31/2026
AllianceBernstein L.P.
1.97%
1.57M
0.47%
+372.65K
03/31/2026
UBS Asset Management AG
1.56%
1.25M
0.29%
+234.87K
03/31/2026
Barrow, Hanley, Mewhinney & Strauss, LLC
1.37%
1.09M
0.21%
-167.88K
03/31/2026
Norges Bank Investment Management
1.30%
1.04M
<0.01%
+0
12/31/2025
SurgoCap Partners LP
1.28%
1.02M
0.03%
+25.84K
03/31/2026
