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

LPL FINANCIAL HOLDINGS INC (LPLA) is widely held by institutional investors, with 4 tracked firms reporting positions valued at approximately $1.90B based on SEC Form 13F filings for the quarter ended June 30, 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.

Recent insider activity includes 16 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.