LPL FINANCIAL HOLDINGS INC (LPLA) Institutional Ownership and Insiders Activity
LPL FINANCIAL HOLDINGS INC (LPLA) is widely held by institutional investors, with 767 firms reporting positions valued at approximately $22.83B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is the largest disclosed holder, reporting approximately $1.33B in LPLA holdings in its latest filing.
Recent insider activity includes 13 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
767
Total Reported Value
$22.83B
Largest Holder
Blackrock, Inc.
Largest Position
$1.33B
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
782
Funds Exiting Positions
1
Top Institutional Owners
View all- Blackrock, Inc.$1.33B
- Dodge & Cox Stock Fund$1.29B
- Boston Partners$1.20B
- Janus Henderson Group Plc$1.10B
- Vanguard Portfolio Management Llc$1.08B
LPLA News
All news- Samlyn Capital Q3 2026 Investment Activity: Significant Buys and Selective Sells
Aug 20, 2026 · valut.ai
- Fairview Capital Investment Management Q2 2026 Portfolio Activity Analysis
Aug 18, 2026 · valut.ai
- Family Wealth Partners LLC Investment Activity Analysis: Q2 Changes Detailed
Jul 13, 2026 · valut.ai
Related LPLA Institutional Insights:
- LPLA 13F Institutional Holders
- LPLA Superinvestors
- LPLA Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- LPLA Insider Trading & SEC Form 4 Activity
- LPLA Articles
- Top Institutional Investor Stock Rankings