LPLA

LPL FINL HLDGS INC

LPLA·50212V100·US·Common Stock·Financial Services - Capital Markets-13D/G

LPLA (LPL FINL HLDGS INC) is held by 258 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($1.5B), DODGE & COX ($1.2B), Boston Partners ($1.2B). Net institutional sentiment: Mixed. In Q1 2026, 6 members of Congress and 139 funds bought LPLA.

258
Holders
(22 Elite)
$21.7B
Total Value
52% (269)
Consensus
139 buying - 130 selling
13F: Insider & Congress:
LPLA

Smart Money Verdict

View all
Held by 258 funds
22 elite

Who's Trading

InsiderJAJambusaria AneriSell $94KJun 17, 2026
CongressGilbert CisnerosGilbert CisnerosBuy $1,001 - $15,000Jun 11, 2026
CongressGilbert CisnerosGilbert CisnerosBuy $1,001 - $15,000Jun 5, 2026
CongressGilbert CisnerosGilbert CisnerosBuy $1,001 - $15,000May 19, 2026
ActivistDodge & CoxDodge & Cox5.2%May 14, 2026
CongressGilbert CisnerosGilbert CisnerosBuy $1,001 - $15,000May 14, 2026
CongressGilbert CisnerosGilbert CisnerosBuy $1,001 - $15,000May 12, 2026
InsiderPSPutnam James SGift 100 shMay 7, 2026
ActivistVAVanguard Capital Management5.4%Apr 30, 2026
InsiderAJAudette Matthew JSell $72KApr 15, 2026

Top Holders

Fund
Action
Shares
Value
Weight
Est. P&L
Conviction
Decreased
5M(-0.3%)$1.5B0.0%-3.05%
0
Increased
4.1M(+5.0%)$1.2B0.7%-8.20%
47
Increased
4.1M(+16.4%)$1.2B1.3%+20.21%
58
Increased
3.9M(+4.0%)$1.2B0.4%-3.26%
40
New
3.9M$1.2B0.1%+3.53%
44
Increased
3.7M(+8.6%)$1.1B0.5%+81.97%
49
New
3.6M$1.1B0.0%+3.53%
44
Increased
2.6M(+36.3%)$793.2M0.4%-4.85%
49
Decreased
2.3M(-36.2%)$695.7M0.1%-8.28%
0
Decreased
2M(-1.2%)$616.7M4.9%+38.65%
0
Increased
1.6M(+31.1%)$561.5M0.2%-2.99%
48
Increased
1.9M(+1.1%)$560.5M0.0%+33.20%
32
Increased
1.7M(+0.8%)$520.6M1.2%+53.45%
50
Decreased
1.7M(-26.9%)$505.4M1.5%+81.80%
0
Increased
1.6M(+2.6%)$478.5M0.0%+102.51%
32
Increased
1.3M(+95.2%)$390.4M0.0%+0.12%
50
Decreased
1.3M(-27.2%)$386.2M0.0%+1.26%
0
Decreased
1.1M(-13.3%)$328.9M1.1%-11.87%
0
Increased
923,471(+159.1%)$277.8M0.0%-0.74%
50
Increased
890,253(+192.2%)$267.8M0.1%+0.71%
59

Showing 1-20 of 283

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer

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