LPL Financial (LPLA)
Runs brokerage, advisory, custody, and technology infrastructure for independent financial professionals.
$308.10
After hours+0.51 (+0.17%)
At close$307.59(−7.42%)
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13F · 13D/G · Form 4
| Institutions | ≈ 104.35% | 82.16M shares | |
|---|---|---|---|
| 793 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.53% | 419.7K shares | |
| 21 holders · as of Sep 14, 2026 | |||
| Strategic holders | 9.24% | 7.27M shares | |
| 2 holders · as of Aug 13, 2026 | |||
| Adds to | 114.12% | ||
78.74M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 114.12%; nothing is left for Other.
13F, as of Jun 30, 2026
793 holders · 82.16M shares · 93 new positions · 347 increased · 311 reduced · 95 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.73M | 6.01% | −241.3K | Aug 7, 2026 |
| Dodge & Cox | 4.58M | 5.81% | +432.1K | Aug 13, 2026 |
| Boston Partners | 4.25M | 5.40% | +119.3K | Aug 4, 2026 |
| Jupiter Topco LLC | 4.20M | 5.33% | +4.20Mnew | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 3.83M | 4.87% | −20.0K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.61M | 4.59% | +16.7K | Aug 13, 2026 |
| Principal Financial Group Inc | 2.68M | 3.41% | +48.4K | Aug 4, 2026 |
| Samlyn Capital, LLC | 2.41M | 3.06% | +82.3K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.40% | 4.75M | Oct 22, 2024 | |
| Vanguard Capital Management | 5.36% | 4.30M | 13G | Apr 30, 2026 |
| JANUS HENDERSON GROUP Ltd. | 5.30% | 4.20M | 13G | Aug 13, 2026 |
| Dodge & Cox | 5.20% | 4.15M | 13G | May 14, 2026 |
| Boston Partners | 5.01% | 4.00M | 13G | Aug 4, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 11, 2026 | Katharine Reepingofficer: Principal Accounting Officer | Sale | 440 | $347.88 | 1,774 |
| Aug 27, 2026 | Aneri Jambusariaofficer: Group Managing Director | Sale | 308 | $357.36 | 6,107 |
| Aug 20, 2026 | Greg Gatesofficer: Group Managing Director | Sale | 4,119 | $355.38 | 23,602 |
| Jul 31, 2026 | Matthew Enyediofficer: Group Managing Director | Sale · 5 lots | 1,000 | $352.72 | 13,121 |
| Jun 17, 2026 | Aneri Jambusariaofficer: Group Managing Director | Sale | 308 | $306.00 | 6,415 |
| Apr 15, 2026 | Matthew J. Audetteofficer: President and CFO | Sale · 4 lots | 1,110 | $330.01 | 19,803 |
| Apr 14, 2026 | Matthew J. Audetteofficer: President and CFO | Sale · 2 lots | 469 | $325.34 | 20,913 |
| Mar 10, 2026 | Marc Eliot Cohenofficer: Group Managing Director | Sale | 1,088 | $309.72 | 4,400 |
| Mar 9, 2026 | Marc Eliot Cohenofficer: Group Managing Director | Sale | 2,212 | $308.75 | 5,488 |
| Mar 2, 2026 | Aneri Jambusariaofficer: Group Managing Director | Sale | 308 | $306.00 | 6,723 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 11, 2026 | Jul 3, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 5, 2026 | Jul 3, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 19, 2026 | Jun 9, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 14, 2026 | Jun 9, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 12, 2026 | Jun 9, 2026 |