Menu

Markets

Research

News

Learn
Paper trading
AI Chat
Get the app WatchlistsPortfoliosAlerts
Sign in

LPL Financial Holdings Inc. LPLA

Full chart Compare
Set alert

Price alert · LPLA

All alert types
297.66 USD -0.97 (-0.32%)

At closeNov 3, 2026, 7:30 PM EST

297.66 0.00 0.00%

After hours · Nov 3, 7:30 PM ET

294.37 Day range 303.43
260.15 52-week range 400.16
YTD
-16.66%
1 year
-21.45%

Held by funds

267 US ETFs and mutual funds hold LPLA · largest positions

Funds holding LPLA, by value held
FundValue heldWeight in fund
VTI $764.66M0.03%
VO $515.62M0.24%
VUG $334.79M0.09%
VXF $271.14M0.29%
MOAT $268.88M2.26%
GCSH $205.63M0.23%
VOT $189.04M0.57%
NIW $149.52M0.73%
FSMAX $110.34M0.30%
IWR $96.46M0.17%
FSMDX $93.79M0.18%
NBF $89.63M0.07%
NIZ $89.17M0.16%
FDVLX $84.13M0.87%
DFAC $72.61M0.08%
AVLV $71.39M0.31%
FLPSX $54.07M0.22%
FSKAX $46.00M0.03%
IWP $45.59M0.25%
VMCCX $44.87M2.65%

Ownership

Held by insiders 0.40%
Held by institutions 106.37%
Float held by institutions 106.80%
Institutions 1,075

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.6.08%4,732,9911.41BJun 29, 2026
Dodge & Cox Inc.5.88%4,578,6791.36BJun 29, 2026
Boston Partners5.46%4,250,8281.27BJun 29, 2026
Jupiter Topco LLC5.39%4,198,3561.25BJun 29, 2026
Vanguard Portfolio Management LLC4.92%3,832,0051.14BJun 29, 2026
Vanguard Capital Management LLC4.64%3,613,6241.08BJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Dodge & Cox Funds-Dodge & Cox Stock Fund3.87%3,017,127898.08MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.26%2,538,862755.72MJun 29, 2026
JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund2.86%2,226,526662.75MJun 29, 2026
Growth Fund of America2.39%1,858,056553.07MSep 29, 2026
Principal Funds, Inc-MidCap Fund2.34%1,820,682541.94MJul 30, 2026
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund2.23%1,732,992515.84MJun 29, 2026

Insiders

Recent Form 4 trades →
LPLA insiders
InsiderRelationLatest transactionDateShares held
AUDETTE MATTHEW JPresidentSaleApr 14, 202619,803
BERNARD EDWARD CDirectorStock Award(Grant)Aug 27, 202616,262
EBERHART H PAULETTDirectorStock Award(Grant)Aug 27, 202617,764
GATES GREGOfficerConversion of Exercise of derivative securityAug 19, 202623,602
GLAVIN WILLIAM FRANCIS JRDirectorStock Award(Grant)Aug 27, 202626,849
MULCAHY ANNE MDirectorStock Award(Grant)May 14, 202637,431