Filing Flows

Filing Flows › LPL Financial Holdings (LPLA) › Who owns the stock

Who owns LPL Financial Holdings (LPLA) stock

732 funds reported LPL Financial Holdings (LPLA) shares in their latest 13F filings, worth $26.0B in all. The largest holder is Vanguard Group ($2.9B). Last quarter 322 funds added to their stakes and 356 cut them. Members of Congress and other officials disclosed 10 trades (10 buys, 0 sales).

Largest holders of LPLA (13F)Largest holders of LPLA (13F)Vanguard Group$2.9BBlackRock$1.3BDodge & COX$1.3BBoston Partners$1.2BJupiter Topco LLC$1.2BJanus Henderson Group$1.1BVanguard Portfolio Management LLC$1.1BVanguard Capital Management LLC$1.0BPrincipal Financial Group$756MSamlyn Capital, LLC$678M

Largest holders (13F)

FundSharesValueChangeQuarter
Vanguard Group8,148,558$2.9Bdecrease2025-12-31
BlackRock4,732,991$1.3Bdecrease2026-06-30
Dodge & COX4,578,679$1.3Bincrease2026-06-30
Boston Partners4,250,828$1.2Bincrease2026-06-30
Jupiter Topco LLC4,198,356$1.2Bbase2026-06-30
Janus Henderson Group3,666,780$1.1Bincrease2026-03-31
Vanguard Portfolio Management LLC3,832,005$1.1Bdecrease2026-06-30
Vanguard Capital Management LLC3,613,624$1.0Bincrease2026-06-30
Principal Financial Group2,684,964$756Mincrease2026-06-30
Samlyn Capital, LLC2,405,639$678Mincrease2026-06-30
Capital World Investors2,343,266$660Mincrease2026-06-30
State Street1,934,239$545Mincrease2026-06-30
WCM Investment Management, LLC1,810,058$487Mincrease2026-06-30
Goldman Sachs Group1,695,954$478Mincrease2026-06-30
Geode Capital Management, LLC1,502,575$422Mdecrease2026-06-30

Trades by Congress and other officials

DateWhoTradeAmount
2026-06-11Gilbert Cisnerospurchase$1K–$15K
2026-06-05Gilbert Cisnerospurchase$1K–$15K
2026-05-19Gilbert Cisnerospurchase$1K–$15K
2026-05-14Gilbert Cisnerospurchase$1K–$15K
2026-05-12Gilbert Cisnerospurchase$1K–$15K
2026-05-07Gilbert Cisnerospurchase$1K–$15K
2026-05-01Gilbert Cisnerospurchase$1K–$15K
2026-04-06Gilbert Cisnerospurchase$1K–$15K
2026-03-27Gilbert Cisnerospurchase$1K–$15K
2025-12-10Gilbert Cisnerospurchase$1K–$15K

LPL Financial Holdings' latest quarter

LPL Financial Holdings, Q3 2026: revenue $5.3B (+17% year over year), operating margin 9.1%, net earnings $357M, operating cash flow $297M. The chart follows the revenue to costs, profit and cash.

Questions

Who owns the most LPLA stock?

By the latest 13F filings: Vanguard Group ($2.9B); BlackRock ($1.3B); Dodge & COX ($1.3B); Boston Partners ($1.2B); Jupiter Topco LLC ($1.2B).

Has Congress traded LPLA stock?

Officials disclosed 10 trades on file: 10 buys and 0 sales. The latest: Gilbert Cisneros, purchase on 2026-06-11.

What is the short interest in LPLA?

2,181,600 shares were sold short at the 2026-10-15 settlement, 10.48% of the float.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.