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LPL FINANCIAL HOLDINGS INC. (LPLA) Ownership Summary
Institutional Holders
Total Number of Holders 748
% of Shares Outstanding 96.40%
Total Shares Held 72,070,930
Total Value of Holdings $14,825,711,010.30
Net Activity (385,857)
 
Top 5 Holders Shares Held Shares Changed
VANGUARD GROUP INC 7,187,868 140,922
BLACKROCK INC. 5,302,759 (774,552)
FMR LLC 2,671,896 (493,387)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,589,793 233,242
JANUS HENDERSON GROUP PLC 2,542,185 (33,530)

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Insider Trades
 Last 3 mos.Last 12 mos.
Number of Insider Trades014
Number of Buys00
Number of Sells014
Net Activity 0 (123,279)
 
Top 5 TradesShares Traded Date
BROWN ALTHEA5149/12/2024
BERNARD EDWARD C78/23/2024
EBERHART PAULETT98/23/2024
GLAVIN WILLIAM FRANCIS JR208/23/2024
MNOOKIN ALLISON68/23/2024

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5% Ownership (SC 13D & SC 13G Filings)
View Form   Filer  Received  Period 
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View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   VANGUARD GROUP INC  02/13/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   BLACKROCK INC.  02/12/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   VANGUARD GROUP INC  04/10/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   VANGUARD GROUP INC  02/09/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   JANUS HENDERSON GROUP PLC  02/09/23   File this document to a folder.