Who Owns LPLA?
LPL Financial Holdings Inc. — Institutional Ownership & 13F Holdings
$332.71
+12.41 (+3.87%)
Market Cap
$26.1B
Shares Outstanding
80,188,080
Institutional Holders
767
Total Inst. Value
$472.3B
% of Float Held
96.5%
QoQ Holder Change
+281
Institutional data as of Q1 2025
New Positions
191
Closed Positions
67
Increased
292
Decreased
197
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EMINENCE CAPITAL, LP | $171.1B | 523,113 |
| 2 | THORNBURG INVESTMENT MANAGEMENT INC | $150.4B | 45,968 |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | $107.8B | 329,607 |
| 4 | Mawer Investment Management Ltd. | $18.0B | 54,926 |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | $5.2B | 16,000 |
| 6 | VANGUARD GROUP INC | $2.4B | 7,372,857 |
| 7 | BlackRock, Inc. | $1.6B | 4,750,079 |
| 8 | FMR LLC | $1.0B | 3,165,458 |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $877.3M | 2,681,617 |
| 10 | LONE PINE CAPITAL LLC | $577.1M | 1,764,015 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| VANGUARD GROUP INC | +154K | $2.4B |
| FMR LLC | +207K | $1.0B |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | +21K | $877.3M |
| STATE STREET CORP | +9K | $549.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +101K | $509.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | -470K | $560K |
| Boston Partners | -391K | $1.1M |
| MAVERICK CAPITAL LTD | -267K | $104.9M |
| Southpoint Capital Advisors LP | -200K | $130.9M |
| Clarkston Capital Partners, LLC | -198K | $220.6M |
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Frequently Asked Questions
How many institutional investors hold LPLA?
As of Q1 2025, 767 institutional investors report holding LPLA (LPL Financial Holdings Inc.) in their 13F filings.
What percentage of LPL Financial Holdings Inc. is owned by institutions?
Institutional investors hold approximately 96.5% of LPL Financial Holdings Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most LPLA?
The largest institutional holder of LPLA is EMINENCE CAPITAL, LP with $171.1B in shares.
Are institutions buying or selling LPLA?
This quarter, 191 institutions opened new positions in LPLA and 67 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.