LPL Financial Holdings (LPLA) Shareholding Patterns

Stock Card

$359.33

$-1.12 (-0.31%)

As on 04-Sep-2026 16:00EDT

Market cap

$29,189 Mln

Revenue (TTM)

$19,610 Mln

P/E Ratio

29.7

P/B Ratio

4.9

Div. Yield

0.3 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Vanguard Group Inc	Institutions	10.22	4.88	31-Mar-2023
HHG PLC	Institutions	4.26	-4.53	31-Mar-2023
WCM Investment Management	Institutions	3.17	-3.61	31-Mar-2023
Lone Pine Capital LLC	Institutions	2.39	-7.36	31-Mar-2023
State Street Corporation	Institutions	2.20	4.21	31-Mar-2023
Clarkston Capital Partners, LLC	Institutions	1.91	0.88	31-Mar-2023
D. E. Shaw & Co LP	Institutions	1.36	27.55	31-Mar-2023
AllianceBernstein L.P.	Institutions	1.31	-24.34	31-Mar-2023
Egerton Capital LLP	Institutions	1.31	-16.98	31-Mar-2023
Capital Research Global Investors	Institutions	1.30	-42.92	31-Mar-2023
BlackRock Inc	Institutions	8.10	30.11	31-Dec-2022
FMR Inc	Institutions	2.86	2.47	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	2.60	-25.38	31-Dec-2022
Wellington Management Company LLP	Institutions	1.96	-37.08	31-Dec-2022
Samlyn Capital, LLC	Institutions	1.79	-13.90	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.71	19.06	31-Dec-2022
JPMorgan Chase & Co	Institutions	1.56	-19.39	31-Dec-2022
Nuveen Asset Management, LLC	Institutions	1.39	-3.12	31-Dec-2022
NORGES BANK	Institutions	1.30	43.19	31-Dec-2022
Goldman Sachs Group Inc	Institutions	1.26	87.85	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	3.44	0.21	30-Sep-2022
Wellington Management Company LLP	Institutions	3.08	-22.24	30-Sep-2022
FMR Inc	Institutions	2.75	-5.18	30-Sep-2022
Amvescap Plc.	Institutions	2.12	-21.71	30-Sep-2022
JPMorgan Chase & Co	Institutions	1.91	6.33	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.42	3.41	30-Sep-2022
Nuveen Asset Management, LLC	Institutions	1.41	-7.09	30-Sep-2022
BlackRock Inc	Institutions	4.62	1.92	31-Dec-2021
Samlyn Capital, LLC	Institutions	3.25	2.15	30-Sep-2021
BlackRock Inc	Institutions	4.70	4.40	30-Jun-2021
Bank of New York Mellon Corp	Institutions	1.40	15.67	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
14-Apr-2026	Matthew J Audette	Sell	Market	1	325.34	0.47
27-Mar-2026	Gilbert Ray Cisneros, Jr.	Buy	Market	--	296.90	--
10-Mar-2026	Marc Eliot Cohen	Sell	Market	4	309.72	1.09
10-Mar-2026	Marc Eliot Cohen	Sell	Market	4	309.72	1.09
09-Mar-2026	Marc Eliot Cohen	Sell	Market	7	308.75	2.21

LPL Financial Holdings (LPLA) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

Insider Trades