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LPL Financial (LPLA) Institutional Ownership

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$267.77
+0.23 (+0.09%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
361
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$2.04B
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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Plato Investment Management Ltd980$259K0.0%+1,109.9%0.001%
5/17/2024 iA Global Asset Management Inc.1,434$379K0.0%-18.4%0.002%
5/17/2024 Comerica Bank79,043$20.88M0.1%-3.7%0.106%
5/17/2024 SkyView Investment Advisors LLC4,666$1.23M0.2%N/A0.006%
5/17/2024 Castleark Management LLC4,065$1.07M0.0%-6.2%0.005%
5/17/2024 Tidal Investments LLC1,544$408K0.0%+18.3%0.002%
5/16/2024 Redwood Investment Management LLC5,714$1.51M0.1%-7.6%0.008%
5/16/2024 California State Teachers Retirement System121,566$32.12M0.0%+0.8%0.163%
5/16/2024 B. Riley Wealth Advisors Inc.2,211$584K0.0%+136.7%0.003%
5/16/2024 Dynasty Wealth Management LLC822$217K0.0%N/A0.001%
5/16/2024 Jacobs Levy Equity Management Inc.340,522$89.97M0.4%-29.0%0.456%
5/16/2024 Janus Henderson Group PLC2,575,715$680.51M0.4%-9.4%3.448%
5/16/2024 Kennedy Capital Management LLC10,279$2.72M0.1%+71.7%0.014%
5/16/2024 BlueMar Capital Management LLC12,231$3.23M5.4%-1.5%0.016%
5/15/2024 Mount Yale Investment Advisors LLC1,746$461K0.0%N/A0.002%
5/15/2024 Public Employees Retirement System of Ohio36,506$9.65M0.0%-5.2%0.049%
5/15/2024 Public Employees Retirement Association of Colorado8,106$2.14M0.0%-7.3%0.011%
5/15/2024 Bamco Inc. NY122,038$32.24M0.1%+7.2%0.163%
5/15/2024 Fairview Capital Investment Management LLC498,919$131.82M7.4%-0.7%0.668%
5/15/2024 Price T Rowe Associates Inc. MD2,374,801$627.42M0.1%-3.3%3.179%
5/15/2024 Magnetar Financial LLC3,475$918K0.0%N/A0.005%
5/15/2024 Lazard Asset Management LLC940$247K0.0%+1,640.7%0.001%
5/15/2024 Epoch Investment Partners Inc.927,369$245.01M1.1%+19.8%1.241%
5/15/2024 LRI Investments LLC1,195$320K0.0%N/A0.002%
5/15/2024 Quadrature Capital Ltd6,127$1.62M0.0%N/A0.008%
5/15/2024 Brant Point Investment Management LLC34,472$9.11M0.8%-12.2%0.046%
5/14/2024 Canada Pension Plan Investment Board783,777$207.07M0.2%+12.7%1.049%
5/14/2024 Capital Research Global Investors1,597,136$421.96M0.1%-27.7%2.138%
5/14/2024 Toronto Dominion Bank67,213$17.76M0.0%+584.7%0.090%
5/14/2024 Sheaff Brock Investment Advisors LLC8,809$2.33M0.1%+8.2%0.012%
5/14/2024 Heron Bay Capital Management89,929$23.76M5.0%-4.6%0.120%
5/14/2024 Advisors Asset Management Inc.1,935$511K0.0%-41.2%0.003%
5/14/2024 Axxcess Wealth Management LLC2,217$586K0.0%+52.3%0.003%
5/14/2024 Shell Asset Management Co.1,857$491K0.0%-45.3%0.002%
5/14/2024 Castle Hook Partners LP131,637$34.78M1.0%N/A0.176%
5/14/2024 Pitcairn Co.6,685$1.77M0.1%-3.8%0.009%
5/14/2024 CANADA LIFE ASSURANCE Co42,229$11.17M0.0%-4.5%0.057%
5/14/2024 National Bank of Canada FI119,772$32.18M0.0%+421.7%0.160%
5/13/2024 Bessemer Group Inc.1,599$423K0.0%-19.0%0.002%
5/13/2024 Thornburg Investment Management Inc.55,771$14.73M0.2%-9.8%0.075%
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5/13/2024 UniSuper Management Pty Ltd1,100$291K0.0%+83.3%0.001%
5/13/2024 Seven Eight Capital LP3,631$959K0.1%-65.7%0.005%
5/13/2024 O Shaughnessy Asset Management LLC15,518$4.10M0.0%-3.6%0.021%
5/11/2024 Covestor Ltd230$61K0.0%-40.3%0.000%
5/11/2024 Cynosure Group LLC1,164$308K0.1%N/A0.002%
5/11/2024 Edgestream Partners L.P.4,944$1.31M0.1%N/A0.007%
5/10/2024 Ontario Teachers Pension Plan Board1,265$334K0.0%-52.8%0.002%
5/10/2024 Acadian Asset Management LLC5,153$1.36M0.0%+533.8%0.007%
5/10/2024 Vanguard Group Inc.7,046,946$1.86B0.0%-1.3%9.432%
5/10/2024 Alera Investment Advisors LLC2,654$701K0.1%-1.4%0.004%
5/10/2024 Westfield Capital Management Co. LP385,227$101.78M0.5%-10.2%0.516%
5/10/2024 Intech Investment Management LLC41,850$11.06M0.2%+38.8%0.056%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp55,110$14.58M0.0%-26.8%0.074%
5/9/2024 Trillium Asset Management LLC184,672$48.79M1.2%-2.6%0.247%
5/9/2024 Orion Portfolio Solutions LLC4,676$1.24M0.0%-4.9%0.006%
5/9/2024 Blair William & Co. IL25,287$6.68M0.0%+7.8%0.034%
5/9/2024 Picton Mahoney Asset Management23,628$6.24M0.2%N/A0.032%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.39,331$10.39M0.0%+14.9%0.053%
5/9/2024 Fortis Capital Advisors LLC1,969$520K0.2%N/A0.003%
5/9/2024 Jackson Square Partners LLC193,966$51.25M2.1%+21.5%0.260%
5/9/2024 State Board of Administration of Florida Retirement System95,589$25.26M0.0%+8.8%0.128%
5/9/2024 Eagle Bay Advisors LLC790$209K0.1%-22.4%0.001%
5/9/2024 TD Asset Management Inc1,103,655$291.59M0.3%+33.2%1.477%
5/9/2024 Koshinski Asset Management Inc.981$259K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.35,769$9.45M0.0%+11.0%0.048%
5/8/2024 Hiddenite Capital Partners LP12,900$3.41M1.3%N/A0.017%
5/8/2024 Bleakley Financial Group LLC5,178$1.37M0.0%+8.4%0.007%
5/8/2024 ProShare Advisors LLC1,826$482K0.0%-13.5%0.002%
5/8/2024 US Bancorp DE21,185$5.60M0.0%+0.5%0.028%
5/8/2024 Russell Investments Group Ltd.75,248$19.88M0.0%-36.0%0.101%
5/8/2024 QRG Capital Management Inc.5,977$1.58M0.0%+8.9%0.008%
5/8/2024 Headlands Technologies LLC6,081$1.61M0.4%+30.2%0.008%
5/7/2024 Sei Investments Co.113,254$29.92M0.0%+23.4%0.152%
5/7/2024 12 West Capital Management LP30,300$8.01M0.7%N/A0.041%
5/7/2024Susquehanna Fundamental Investments LLC37,727$9.97M0.5%N/A0.050%
5/7/2024 Forsta AP Fonden28,200$7.45M0.1%-30.7%0.038%
5/7/2024 Oppenheimer Asset Management Inc.2,787$736K0.0%-25.1%0.004%
5/7/2024 SG Americas Securities LLC1,087$287K0.0%-43.1%0.001%
5/7/2024 Empowered Funds LLC4,789$1.27M0.0%+403.0%0.006%
5/6/2024 Quantbot Technologies LP751$198K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.15,452$4.08M0.0%-1.1%0.021%
5/6/2024 Mawer Investment Management Ltd.29,626$7.83M0.0%+99.8%0.040%
5/4/2024 Valley Wealth Managers Inc.1,562$413K0.0%+16.7%0.002%
5/3/2024 Mediolanum International Funds Ltd26,485$6.96M0.1%N/A0.035%
5/3/2024 Coronation Fund Managers Ltd.298,178$78.78M2.1%+159.5%0.399%
5/3/2024 Markel Group Inc.454,291$120.02M1.2%+6.5%0.608%
5/3/2024 Commerce Bank183,513$48.48M0.3%-0.1%0.246%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S1,818$480K0.0%-11.9%0.002%
5/3/2024 Central Pacific Bank Trust Division272$72K0.0%N/A0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.11,199$2.96M0.1%+12,772.4%0.015%
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5/3/2024 Whittier Trust Co.20,662$5.46M0.1%N/A0.028%
5/2/2024 FORA Capital LLC5,902$1.56M0.1%-14.7%0.008%
5/2/2024 Magnolia Capital Advisors LLC1,136$298K0.2%N/A0.002%
5/2/2024 Daiwa Securities Group Inc.8,440$2.23M0.0%+6.0%0.011%
5/2/2024 Nordea Investment Management AB5,869$1.55M0.0%+4.3%0.008%
5/2/2024 First Pacific Advisors LP459,822$121.49M1.7%-0.1%0.616%
5/2/2024 Fidelis Capital Partners LLC685$181K0.0%N/A0.001%
5/2/2024 Tobam41,602$10.99M1.0%+100.6%0.056%
5/2/2024 Tokio Marine Asset Management Co. Ltd.2,169$573K0.0%+3.1%0.003%
5/2/2024 Iridian Asset Management LLC CT60,014$15.86M3.1%-0.2%0.080%
(Data available from 1/1/2016 forward)

LPLA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LPLA shares?

During the previous two years, 706 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.86B), BlackRock Inc. ($1.36B), Janus Henderson Group PLC ($680.51M), Price T Rowe Associates Inc. MD ($627.42M), FMR LLC ($540.16M), Kayne Anderson Rudnick Investment Management LLC ($509.95M), and WCM Investment Management LLC ($448.36M).Learn more on LPLA's institutional investors.

What percentage of LPL Financial stock is owned by institutional investors?

95.66% of LPL Financial stock is owned by institutional investors. Learn more on LPLA's institutional investor holdings.

Which institutional investors have been buying LPL Financial stock?

Of the 597 institutional investors that purchased LPL Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WCM Investment Management LLC ($2.57M), FMR LLC ($2.13M), Capital Research Global Investors ($1.19M), Boston Partners ($966.94K), TD Asset Management Inc ($926.02K), Norges Bank ($880.84K), and Epoch Investment Partners Inc. ($750.81K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 26,404,044 shares in the last 24 months. This purchase volume represents approximately $5.71B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 407 institutional investors that sold LPL Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.22M), Artisan Partners Limited Partnership ($987.38K), Bank of New York Mellon Corp ($865.19K), WCM Investment Management LLC ($778.13K), Capital Research Global Investors ($736.94K), Eagle Asset Management Inc. ($649.71K), and Wellington Management Group LLP ($604.94K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 21,878,546 shares in the last 24 months. This volume of shares sold represents approximately $4.78B in transactions.


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This page (NASDAQ:LPLA) was last updated on 5/19/2024 by MarketBeat.com Staff

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