LPL FINANCIAL HOLDINGS INC (LPLA) Institutional Ownership and Insiders Activity

LPL FINANCIAL HOLDINGS INC (LPLA) is widely held by institutional investors, with 6 tracked firms reporting positions valued at approximately $2.00B based on SEC Form 13F filings for the quarter ended March 31, 2026.

Dodge & Cox Stock Fund is the largest disclosed holder, reporting approximately $1.25B in LPLA holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Dodge & Cox Stock Fund representing the majority of disclosed value.