LPL Financial Holdings Inc.

LPLANASDAQ

$316.44+4.29 (+1.37%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

LPL Financial Holdings Inc. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+1.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	5.92%	$1.33B	0.02%	Not reported
Dodge & Cox	5.72%	$1.29B	0.68%	Add 10.42%
Jupiter Topco LLC	5.25%	$1.18B	0.48%	Not reported
Vanguard Portfolio Management LLC	4.79%	$1.08B	0.05%	Not reported
Vanguard Capital Management LLC	4.52%	$1.02B	0.02%	Not reported
Principal Financial Group Inc	3.36%	$756M	0.37%	Not reported
Samlyn Capital, LLC	3.01%	$678M	11.03%	Add 3.54%
Capital World Investors	2.93%	$660M	0.08%	Add 1.33%
State Street Corp	2.42%	$545M	0.02%	Not reported
WCM Investment Management, LLC	2.26%	$487M	0.88%	Add 4.36%
Goldman Sachs Group Inc	2.12%	$478M	0.04%	Not reported
Geode Capital Management, LLC	1.88%	$422M	0.02%	Not reported
Assenagon Asset Management S.A.	1.87%	$421M	0.26%	Not reported
Massachusetts Financial Services Co	1.82%	$414M	0.13%	Reduce 62.30%
Kayne Anderson Rudnick Investment Management LLC	1.79%	$404M	1.26%	Reduce 14.62%
Alliancebernstein L.P.	1.73%	$417M	0.14%	Not reported
Lone Pine Capital LLC	1.52%	$343M	2.10%	Reduce 40.53%
SurgoCap Partners LP	1.33%	$299M	9.68%	Add 4.15%
Norges Bank	1.32%	$297M	0.03%	Not reported
Van Eck Associates Corp	1.31%	$295M	0.18%	Add 4.52%
Barrow Hanley Mewhinney & Strauss LLC	1.29%	$290M	0.88%	Not reported
Darlington Partners Capital Management, LP	1.24%	$280M	12.35%	Add 11.20%
FMR LLC	1.23%	$276M	0.01%	Not reported
Marshall Wace, LLP	1.22%	$275M	0.22%	Not reported
Morgan Stanley	1.08%	$243M	0.01%	Not reported
Dimensional Fund Advisors LP	1.03%	$231M	0.04%	Not reported
Bank of America Corp	1.02%	$230M	0.01%	Not reported
Westfield Capital Management Co LP	0.99%	$223M	0.73%	Reduce 10.03%
Raymond James Financial Inc	0.81%	$182M	0.05%	Not reported
Citadel Advisors LLC	0.80%	$181M	0.02%	Not reported
Jane Street Group, LLC	0.80%	$181M	0.02%	Not reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.72%	$163M	0.03%	Not reported
Markel Group Inc.	0.70%	$158M	1.20%	Not reported
UBS Group AG	0.68%	$152M	0.02%	Not reported
Azora Capital LP	0.66%	$148M	6.24%	Add 23.06%
Vanguard Fiduciary Trust Co	0.64%	$144M	0.03%	Not reported
Northern Trust Corp	0.64%	$143M	0.02%	Not reported
Point72 Asset Management, L.P.	0.63%	$143M	0.16%	Not reported
Charles Schwab Investment Management Inc	0.60%	$136M	0.02%	Not reported
Holocene Advisors, LP	0.58%	$130M	0.29%	Add 10.73%
BNP Paribas Financial Markets	0.56%	$126M	0.04%	Not reported
Epoch Investment Partners, Inc.	0.56%	$126M	0.72%	Add 9.63%
Victory Capital Management Inc	0.55%	$125M	0.07%	Not reported
APG Asset Management N.V.	0.55%	$108M	0.26%	Reduce 43.42%
Castle Hook Partners LP	0.51%	$115M	0.53%	New Not reported
JPMorgan Chase & Co	0.49%	$106M	0.01%	Not reported
Wells Fargo & Company	0.48%	$109M	0.02%	Not reported
Fairview Capital Investment Management, LLC	0.48%	$108M	5.69%	Reduce 2.23%
Bank of New York Mellon Corp	0.44%	$98.7M	0.02%	Not reported
Fort Washington Investment Advisors Inc	0.44%	$98.4M	0.49%	Not reported

50 of 723 holders

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Historical Activity Patterns

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