LPL Financial Holdings Inc. LPLA
311.48 USD +13.82 (+4.64%)
At closeNov 4, 2026, 4:00 PM EST
310.50 -0.98 -0.31%
After hours · Nov 4, 4:00 PM ET
298.54 Day range 313.75
260.15 52-week range 400.16
- YTD
- -12.79%
- 1 year
- -16.83%
Held by funds
266 US ETFs and mutual funds hold LPLA · largest positions
Ownership
Held by insiders 0.40%
Held by institutions 106.32%
Float held by institutions 106.75%
Institutions 1,075
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 6.08% | 4,732,991 | 1.47B | Jun 29, 2026 |
| Dodge & Cox Inc. | 5.88% | 4,578,679 | 1.43B | Jun 29, 2026 |
| Boston Partners | 5.46% | 4,250,828 | 1.32B | Jun 29, 2026 |
| Jupiter Topco LLC | 5.39% | 4,198,356 | 1.31B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.92% | 3,832,005 | 1.19B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.64% | 3,613,624 | 1.13B | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.87% | 3,017,127 | 939.77M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.26% | 2,538,862 | 790.80M | Jun 29, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.86% | 2,226,526 | 693.52M | Jun 29, 2026 |
| Growth Fund of America | 2.39% | 1,858,056 | 578.75M | Sep 29, 2026 |
| Principal Funds, Inc-MidCap Fund | 2.34% | 1,820,682 | 567.11M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.23% | 1,732,992 | 539.79M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AUDETTE MATTHEW J | President | Sale | Apr 14, 2026 | 19,803 |
| BERNARD EDWARD C | Director | Stock Award(Grant) | Aug 27, 2026 | 16,262 |
| EBERHART H PAULETT | Director | Stock Award(Grant) | Aug 27, 2026 | 17,764 |
| GATES GREG | Officer | Sale | Aug 19, 2026 | 23,602 |
| GLAVIN WILLIAM FRANCIS JR | Director | Stock Award(Grant) | Aug 27, 2026 | 26,849 |
| MULCAHY ANNE M | Director | Stock Award(Grant) | May 14, 2026 | 37,431 |
