LPL Financial Holdings Inc. - Common Stock (LPLA)

Q3 2025 13F Holders as of 9/30/2025

Type / Class
Equity / Common Stock
Shares outstanding
80M
Number of holders
741
Total 13F shares, excl. options
78.5M
Shares change
-907K
Total reported value, excl. options
$26.1B
Value change
-$516M
Put/Call ratio
0.69
Number of buys
345
Number of sells
-373
Price
$332.69

Significant Holders of LPL Financial Holdings Inc. - Common Stock (LPLA) as of Q3 2025

873 filings reported holding LPLA - LPL Financial Holdings Inc. - Common Stock as of Q3 2025.
LPL Financial Holdings Inc. - Common Stock (LPLA) has 741 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 78.5M shares of 80M outstanding shares and own 98.12% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (8.3M shares), BlackRock, Inc. (4.98M shares), Boston Partners (3.67M shares), Dodge & Cox (3.33M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.24M shares), JANUS HENDERSON GROUP PLC (3.1M shares), Capital World Investors (2.63M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.48M shares), LONE PINE CAPITAL LLC (2.26M shares), and PRINCIPAL FINANCIAL GROUP INC (1.97M shares).
This table shows the top 741 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.