LPL Financial Holdings Inc. LPLA
295.51 USD -5.38 (-1.79%)
At closeNov 6, 2026, 4:00 PM EST
295.51 0.00 0.00%
After hours · Nov 6, 4:00 PM ET
293.85 Day range 303.71
260.15 52-week range 400.16
- YTD
- -17.26%
- 1 year
- -20.70%
Held by funds
267 US ETFs and mutual funds hold LPLA · largest positions
Ownership
Held by insiders 0.40%
Held by institutions 106.30%
Float held by institutions 106.73%
Institutions 1,077
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 6.08% | 4,732,991 | 1.40B | Jun 29, 2026 |
| Dodge & Cox Inc. | 5.88% | 4,578,679 | 1.35B | Jun 29, 2026 |
| Boston Partners | 5.46% | 4,250,828 | 1.26B | Jun 29, 2026 |
| Jupiter Topco LLC | 5.39% | 4,198,356 | 1.24B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.92% | 3,832,005 | 1.13B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.64% | 3,613,624 | 1.07B | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.87% | 3,017,127 | 891.59M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.26% | 2,538,862 | 750.26M | Jun 29, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.86% | 2,226,526 | 657.96M | Sep 29, 2026 |
| Growth Fund of America | 2.39% | 1,858,056 | 549.07M | Sep 29, 2026 |
| Principal Funds, Inc-MidCap Fund | 2.34% | 1,820,682 | 538.03M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.23% | 1,732,992 | 512.12M | 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 |
