LPLA
LPL Financial Holdings Inc.Open325.37−4.75 −1.44%USD
NasdaqGS · as of Oct 13, 14:52 ET · 15m delay
Open
330.00
Prev close
330.12
Day range
321.63331.10
52-week range
260.15400.16
Volume
339.97K0.47×
Mkt cap
25.62B
P/E ttm
25.88
Fwd P/E
10.77
EPS ttm
12.57
Div yield
0.36%
Earnings
Oct 27, 2026
From 52w high
−18.69%
LPLA shareholders
LPLA Ownership
13F / N-PORT filings via Yahoo
Institutions
106.8%
107.2% of the float
Insiders
0.4%
officers and directors
Institutional holders
1,049
filing positions
Top 10 institutions
43.9%
8 adding · 2 trimming
Top Institutions
| Holder | % held | Shares | Value | Change | As of |
|---|---|---|---|---|---|
| Blackrock Inc. | 6.01% | 4.73M | $1.54B | −4.8% | Jun 30, 2026 |
| Dodge & Cox Inc. | 5.81% | 4.58M | $1.49B | +10.4% | Jun 30, 2026 |
| Boston Partners | 5.40% | 4.25M | $1.38B | +2.9% | Jun 30, 2026 |
| Jupiter Topco LLC | 5.33% | 4.20M | $1.37B | +100.0% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 4.87% | 3.83M | $1.25B | −0.5% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 4.59% | 3.61M | $1.18B | +0.5% | Jun 30, 2026 |
| Principal Financial Group, Inc. | 3.41% | 2.68M | $873.61M | +1.8% | Jun 30, 2026 |
| Samlyn Capital, LLC | 3.06% | 2.41M | $782.72M | +3.5% | Jun 30, 2026 |
| Capital World Investors | 2.98% | 2.34M | $762.43M | +1.3% | Jun 30, 2026 |
| State Street Corporation | 2.46% | 1.93M | $629.34M | +3.8% | Jun 30, 2026 |
Top Funds
| Holder | % held | Shares | Value | Change | As of |
|---|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.83% | 3.02M | $981.68M | +8.1% | Jun 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.22% | 2.54M | $826.07M | −0.4% | Jun 30, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.83% | 2.23M | $724.44M | +21.7% | Jun 30, 2026 |
| Principal Funds, Inc-MidCap Fund | 2.31% | 1.82M | $592.40M | −8.5% | Jul 31, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.20% | 1.73M | $563.86M | +0.2% | Jun 30, 2026 |
| Growth Fund of America | 2.05% | 1.61M | $525.28M | 0.0% | Jun 30, 2026 |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 1.45% | 1.15M | $372.66M | −1.6% | Aug 31, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 1.33% | 1.05M | $341.67M | +3.2% | Jun 30, 2026 |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | 1.17% | 918.87K | $298.97M | −1.0% | Aug 31, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.16% | 917.20K | $298.43M | +2.6% | Jun 30, 2026 |
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).