LPLA LPL Financial Holdings Inc.: institutional ownership and insider trading
817 funds reported holding $27.4B of LPL Financial Holdings Inc. in their latest 13F filings; in Q2 2026 funds net sold $22.8M, with 85 new positions and 90 funds selling out; over the last 12 months insiders bought $0 and sold $7.74M on the open market; over its last four quarters it reported revenue of $19.6B and net income of $1.01B.
LPLA revenue and earnings
- Quarter ended Jun 30, 2026: revenue $5.19B, net income $379M, EPS 4.74
- Quarter ended Mar 31, 2026: revenue $4.94B, net income $356M, EPS 4.43
- Quarter ended Dec 31, 2025: revenue $4.93B, net income $301M, EPS 3.65
- Quarter ended Sep 30, 2025: revenue $4.55B, net income −$29.5M, EPS -0.37
Famous investors holding LPLA
- Stephen Mandel (Lone Pine Capital): $343M, 2.1% of the portfolio
- Tom Gayner (Markel Group): $158M, 1.2% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $42.7M, 0.1% of the portfolio
- Izzy Englander (Millennium Management): $82.6M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $192M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $1.94M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $1.24M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $563K, 0.0% of the portfolio
Largest institutional holders of LPLA
- VANGUARD GROUP INC — $2.91B
- BlackRock, Inc. (BLK) — $1.33B
- DODGE & COX — $1.29B
- Boston Partners — $1.20B
- Jupiter Topco LLC — $1.18B
- JANUS HENDERSON GROUP PLC (JHG) — $1.10B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $1.08B
- VANGUARD CAPITAL MANAGEMENT LLC — $1.02B
- PRINCIPAL FINANCIAL GROUP INC (PFG) — $756M
- SAMLYN CAPITAL, LLC — $678M
Recent LPLA insider trades
- Sep 11, 2026: Reeping Katharine sold 440 shares ($153K)
- Aug 27, 2026: Jambusaria Aneri sold 308 shares ($110K)
- Aug 20, 2026: Gates Greg sold 4,119 shares ($1.46M)
- Jul 31, 2026: Enyedi Matthew sold 1,000 shares ($353K)
Members of Congress trading LPLA
- Jun 11, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Jun 5, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 19, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 14, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 12, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 7, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- May 1, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Apr 6, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Mar 27, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Dec 10, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
5%+ owners
- Vanguard Capital Management: 5.4% (Schedule 13G, filed Apr 30, 2026)
- JANUS HENDERSON GROUP Ltd.: 5.3% (Schedule 13G, filed Aug 13, 2026)
- Dodge & Cox: 5.2% (Schedule 13G, filed May 14, 2026)
- Boston Partners: 5.0% (Schedule 13G, filed Aug 4, 2026)
Who owns the most LPLA stock?
The largest institutional holders of LPL Financial Holdings Inc. in the latest 13F filings are VANGUARD GROUP INC ($2.91B), BlackRock, Inc. (BLK) ($1.33B), DODGE & COX ($1.29B).
Are insiders buying or selling LPLA?
Over the last 12 months insiders bought $0 and sold $7.74M of LPL Financial Holdings Inc. stock on the open market (SEC Form 4).
Which famous investors own LPLA?
Stephen Mandel, Tom Gayner, Renaissance Technologies, Izzy Englander, Ken Griffin.
What was LPLA's revenue last quarter?
LPL Financial Holdings Inc. reported revenue of $5.19B for the quarter ended June 30, 2026, with net income of $379M.
Which ETFs hold LPLA?
171 ETFs and mutual funds hold it among their top 100 positions, including DODGX, PCBIX, JAENX, JVMAX.