LPL Financial (LPLA) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.61

Short Percent Of Float1.63

Shares Outstanding74.68M

Shares Float73.98M

Shares Short1.20M

Short Ratio1.44

1.63%

Short % of Float

1.61%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.54% Percentage of Shares held by All Insiders

90.3% Percentage of Shares held by All Institutions

90.79% Percentage of Float held by Institutions

1001

Number of Institutions Holding Shares

Institutional Ownership

About 90.3% of LPLA shares are held by financial institutions. MILLENNIUM MANAGEMENT LLC is the top corporate investor, holding 637.8K shares valued at $168.51M. A 0.83% stake in LPL Financial Holdings Inc. is owned by the company. SUMITOMO MITSUI TRUST HOLDINGS, INC. owns 187.78K shares valued at $49.61M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.83%	637.8K	168.51M	-561.65K	-46.83%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	187.78K	49.61M	-18.74K	-9.07%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.24%	184.67K	48.79M	-4.87K	-2.57%
Mar 31, 2024	COMMERCE BANK	0.24%	183.51K	48.48M	-172	-0.09%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	176.02K	46.51M	-44.81K	-20.29%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.22%	171.53K	45.32M	61	+0.04%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	170.17K	45.65M	87.87K	+106.78%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	164.2K	43.38M	34.16K	+26.27%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	1.74%	1.33M	352.28M	-20.51K	-1.51%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.26%	970.75K	256.47M	23.89K	+2.52%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	1.21%	927.37K	245.01M	153.07K	+19.77%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.03%	794.61K	209.94M	211.22K	+36.21%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.9%	694.82K	185.07M	-24.47K	-3.40%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.77%	590.42K	155.99M	490.72K	+492.18%
Mar 31, 2024	SURGOCAP PARTNERS LP	0.68%	521.93K	137.89M	-54.69K	-9.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.63%	486.16K	128.44M	9.4K	+1.97%
Mar 31, 2024	MARKEL GROUP INC.	0.59%	454.29K	120.02M	27.91K	+6.54%
Mar 31, 2024	NORTHERN TRUST CORP	0.58%	446.88K	118.06M	-19.08K	-4.10%
Mar 31, 2024	AZORA CAPITAL LP	0.54%	416.56K	110.05M	89.76K	+27.47%
Mar 31, 2024	INVESCO LTD.	0.54%	415.93K	109.89M	99.96K	+31.64%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.5%	385.23K	101.78M	-43.64K	-10.18%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	373.97K	98.8M	8.18K	+2.24%
Mar 31, 2024	HMI CAPITAL MANAGEMENT, L.P.	0.48%	371.34K	98.11M	371.34K	+100.00%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.44%	340.52K	89.97M	-139.25K	-29.02%
Mar 31, 2024	MAVERICK CAPITAL LTD	0.43%	330.43K	87.3M	-154.67K	-31.88%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	327.35K	86.49M	20.6K	+6.71%
Mar 31, 2024	BLACKROCK INC.	7.91%	6.08M	1.61B	115.85K	+1.94%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	2.21%	1.7M	448.36M	970	+0.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.37M	361.06M	17.01K	+1.26%
Mar 31, 2024	TD ASSET MANAGEMENT INC	1.44%	1.1M	291.59M	275.29K	+33.23%
Mar 31, 2024	JPMORGAN CHASE & CO	1.26%	966.5K	255.35M	56.24K	+6.18%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	543.04K	143.47M	6.28K	+1.17%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.65%	498.92K	131.81M	-3.36K	-0.67%
Mar 31, 2024	FIRST PACIFIC ADVISORS, LP	0.6%	459.82K	121.48M	-439	-0.10%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.6%	458.88K	121.24M	-8K	-1.71%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.59%	452.94K	119.67M	-22.75K	-4.78%
Mar 31, 2024	JUNTO CAPITAL MANAGEMENT LP	0.57%	437.67K	115.63M	-76.64K	-14.90%
Mar 31, 2024	AGF MANAGEMENT LTD	0.56%	426.51K	112.68M	52.16K	+13.93%
Mar 31, 2024	FMR LLC	4.12%	3.17M	836.27M	366.09K	+13.08%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.07%	2.36M	622.6M	162.73K	+7.42%
Mar 31, 2024	BOSTON PARTNERS	2.3%	1.77M	466.43M	738.51K	+71.93%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	2.08%	1.6M	421.96M	-611.05K	-27.67%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	3.35%	2.58M	680.5M	-267.92K	-9.42%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.09%	2.37M	627.42M	-81.25K	-3.31%
Mar 31, 2024	STATE STREET CORP	2.23%	1.71M	451.78M	-57.74K	-3.27%
Mar 31, 2024	LONE PINE CAPITAL LLC	2.19%	1.69M	445.2M	-155.04K	-8.43%
Mar 31, 2024	MORGAN STANLEY	1.66%	1.28M	337.09M	750.6K	+142.89%
Mar 31, 2024	SAMLYN CAPITAL, LLC	1.44%	1.11M	292.23M	-88.64K	-7.42%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.23%	946.04K	249.94M	-52.8K	-5.29%
Mar 31, 2024	EMINENCE CAPITAL, LP	0.96%	735.87K	194.42M	-63.89K	-7.99%
Mar 31, 2024	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.93%	715.01K	188.91M	0	0
Mar 31, 2024	VANGUARD GROUP INC	9.17%	7.05M	1.86B	-94.1K	-1.32%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.83%	636.54K	167.92M	-112.25K	-14.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.74%	572.13K	151.16M	26.05K	+4.77%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	1.02%	783.78K	207.07M	88.24K	+12.69%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.94%	722.19K	190.8M	3.94K	+0.55%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.5%	386.53K	102.12M	-17.96K	-4.44%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.41%	312.63K	82.6M	1.94K	+0.62%
Mar 31, 2024	NORTH PEAK CAPITAL MANAGEMENT, LLC	0.4%	307.88K	81.34M	82.22K	+36.44%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.4%	304.05K	80.33M	34.92K	+12.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	300.53K	79.4M	7.05K	+2.40%
Mar 31, 2024	CORONATION FUND MANAGERS LTD.	0.39%	298.18K	78.78M	183.29K	+159.54%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	287.07K	75.84M	-34.2K	-10.64%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	283.81K	74.98M	-415.72K	-59.43%
Mar 31, 2024	ABRDN PLC	0.36%	275.44K	72.77M	-1.38K	-0.50%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	256.53K	67.78M	70.66K	+38.01%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.32%	246K	64.99M	0	0
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.31%	234.4K	61.93M	84.4K	+56.27%
Mar 31, 2024	MACQUARIE GROUP LTD	0.28%	218.12K	57.61M	194.35K	+817.76%
Mar 31, 2024	JACKSON SQUARE PARTNERS, LLC	0.25%	193.97K	51.25M	34.38K	+21.54%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.35M	307.22M	21.13K	+1.59%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.58%	1.2M	273.02M	899.99K	+300.54%
Dec 31, 2023	SAMLYN CAPITAL, LLC	1.57%	1.19M	271.94M	-185.07K	-13.41%
Dec 31, 2023	BOSTON PARTNERS	1.35%	1.03M	233.74M	181.59K	+21.49%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.31%	998.84K	227.36M	167.71K	+20.18%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.24%	946.86K	215.52M	-152.75K	-13.89%
Dec 31, 2023	JPMORGAN CHASE & CO	1.2%	910.26K	207.19M	-289.32K	-24.12%
Dec 31, 2023	NORGES BANK	1.16%	880.84K	200.5M	880.84K	+100.00%
Dec 31, 2023	TD ASSET MANAGEMENT INC	1.09%	828.37K	188.55M	613.79K	+286.05%
Dec 31, 2023	EMINENCE CAPITAL, LP	1.05%	799.76K	182.04M	101.16K	+14.48%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	1.02%	774.3K	176.25M	364.6K	+88.99%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.98%	748.78K	170.12M	33.81K	+4.73%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.95%	719.29K	163.73M	-15.4K	-2.10%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.94%	718.25K	163.49M	-10.76K	-1.48%
Dec 31, 2023	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.94%	715.01K	162.75M	-7.6K	-1.05%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	699.54K	159.23M	-13.84K	-1.94%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.91%	695.54K	158.32M	238.55K	+52.20%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.77%	583.39K	132.79M	15.1K	+2.66%
Dec 31, 2023		0.76%	576.62K	131.25M	576.62K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	546.08K	124.3M	-142.86K	-20.74%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	536.75K	122.18M	71.78K	+15.44%
Dec 31, 2023	MORGAN STANLEY	0.69%	525.29K	119.57M	24.86K	+4.97%
Dec 31, 2023	JUNTO CAPITAL MANAGEMENT LP	0.68%	514.32K	117.07M	100.92K	+24.41%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.66%	502.28K	114.33M	-5.84K	-1.15%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.64%	485.1K	110.42M	485.1K	+100.00%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	479.78K	109.21M	68.49K	+16.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.63%	476.76K	108.52M	-7.59K	-1.57%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.63%	475.69K	108.28M	-205.04K	-30.12%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.61%	466.88K	106.27M	78.34K	+20.16%
Dec 31, 2023	NORTHERN TRUST CORP	0.61%	465.96K	106.06M	-32.45K	-6.51%
Dec 31, 2023	FIRST PACIFIC ADVISORS, LP	0.61%	460.26K	104.76M	-20.38K	-4.24%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.56%	428.87K	97.62M	-170.24K	-28.41%
Dec 31, 2023	MARKEL GROUP INC.	0.56%	426.39K	97.05M	125.12K	+41.53%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.53%	404.49K	92.07M	-17.21K	-4.08%
Dec 31, 2023	AGF MANAGEMENT LTD	0.49%	374.36K	85.21M	-33.83K	-8.29%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	365.79K	83.26M	-6.74K	-1.81%
Dec 31, 2023	AZORA CAPITAL LP	0.43%	326.8K	74.39M	3.65K	+1.13%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.42%	321.27K	73.13M	20.66K	+6.87%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.42%	317.09K	72.18M	-11.6K	-3.53%
Dec 31, 2023	VANGUARD GROUP INC	9.39%	7.14M	1.63B	48.44K	+0.68%
Dec 31, 2023	BLACKROCK INC.	7.84%	5.96M	1.36B	-382.8K	-6.03%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	3.74%	2.84M	647.27M	-235.14K	-7.64%
Dec 31, 2023	FMR LLC	3.68%	2.8M	637.15M	526.26K	+23.15%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.23%	2.46M	559.05M	-169.46K	-6.45%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	2.9%	2.21M	502.63M	-125.89K	-5.39%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.88%	2.19M	499.36M	48.04K	+2.24%
Dec 31, 2023	LONE PINE CAPITAL LLC	2.42%	1.84M	418.85M	0	0
Dec 31, 2023	STATE STREET CORP	2.32%	1.77M	402.37M	29.29K	+1.68%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	2.23%	1.7M	387.49M	-760.93K	-30.97%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	1.78%	1.35M	308.17M	-137.12K	-9.20%

Insiders

Among the LPLA insiders holding of 0.54% of the stake in company, ARNOLD DAN H., President & CEO, holds the largest shares of 142.61K. LARSEN SALLIE R., Managing Director, is the second largest LPLA insider with ownership of 25.2K shares. OROSCHAKOFF MICHELLE, Managing Director, stands third with possession of 23.85K shares of that stake.

Insiders	Designation	Shares Held
ARNOLD DAN H.	President & CEO	142.61K
LARSEN SALLIE R.	Managing Director	25.2K
OROSCHAKOFF MICHELLE	Managing Director	23.85K
STEINMEIER RICHARD	Chief Executive Officer	21.4K
GATES GREG	Managing Director	19.08K
AUDETTE MATTHEW J	President and CFO	16.54K
ENYEDI MATTHEW	Managing Director	10.5K
SETHI KABIR	Managing Director	10.25K
SIMONICH BRENT	EVP, CAO and Treasurer	6.04K
JAMBUSARIA ANERI	Managing Director	5.74K
COHEN MARC ELIOT	Managing Director	4.08K
GLAVIN WILLIAM FRANCIS JR	director	2.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 14, 2025	JAMBUSARIA ANERI	SALE	311.87	80	24.95K	5.74K
Feb 26, 2025	COHEN MARC ELIOT	SALE	365.85	1.1K	402.44K	4.08K
Feb 26, 2025	AUDETTE MATTHEW J	SALE	360.07	4.59K	1.65M	16.54K
Feb 18, 2025	STEINMEIER RICHARD	SALE	373.79	3.5K	1.31M	21.4K
Feb 10, 2025	ENYEDI MATTHEW	SALE	369.33	5.15K	1.9M	10.5K
Feb 05, 2025	AUDETTE MATTHEW J	SALE	368.08	1.42K	521.57K	13.66K
Dec 05, 2024	JAMBUSARIA ANERI	SALE	331.94	305	101.24K	3.92K
Jun 14, 2024	ARNOLD DAN H.	SALE	277.31	5.68K	1.57M	142.61K
Feb 26, 2024	AUDETTE MATTHEW J	SALE	267.79	1.32K	352.14K	13.66K
Feb 26, 2024	GATES GREG	SALE	267.87	707	189.38K	19.08K
Feb 26, 2024	ENYEDI MATTHEW	SALE	263.00	2.4K	631.2K	10.5K
Feb 26, 2024	SETHI KABIR	SALE	267.90	242	64.83K	10.25K
Feb 26, 2024	ARNOLD DAN H.	SALE	267.80	8.41K	2.25M	141.81K
Feb 23, 2024	ARNOLD DAN H.	SALE	266.43	1.82K	485.44K	133.17K
Feb 20, 2024	ENYEDI MATTHEW	SALE	256.94	1.38K	354.83K	8.63K
Feb 20, 2024	ARNOLD DAN H.	SALE	259.47	200	51.89K	137.04K
Feb 05, 2024	AUDETTE MATTHEW J	SALE	251.02	212	53.22K	12.64K
Nov 10, 2023	LARSEN SALLIE R.	SALE	226.57	13.49K	3.06M	25.2K
Nov 02, 2023	JAMBUSARIA ANERI	SALE	222.37	1.93K	429.17K	1.8K
Sep 20, 2023	ARNOLD DAN H.	SALE	250.03	353	88.26K	145.88K
Sep 19, 2023	ARNOLD DAN H.	SALE	250.00	175	43.75K	145.88K
Sep 13, 2023	STEINMEIER RICHARD	SALE	244.65	100	24.47K	16.91K
Aug 22, 2023	ENYEDI MATTHEW	SALE	230.86	3.27K	753.76K	9.98K
May 04, 2023	GLAVIN WILLIAM FRANCIS JR	PURCHASE	180.23	557	100.39K	2.78K
Feb 27, 2023	OROSCHAKOFF MICHELLE	SALE	246.99	1.4K	346.03K	23.85K
Feb 27, 2023	LARSEN SALLIE R.	SALE	248.13	4.44K	1.1M	25.2K
Feb 27, 2023	ARNOLD DAN H.	SALE	247.44	2.06K	509.73K	154.88K
Feb 27, 2023	AUDETTE MATTHEW J	SALE	247.01	2.01K	496.24K	12.64K
Feb 17, 2023	OROSCHAKOFF MICHELLE	SALE	250.33	2.87K	719.45K	23.33K
Feb 16, 2023	OROSCHAKOFF MICHELLE	SALE	248.19	7.99K	1.98M	33.11K
Feb 13, 2023	LARSEN SALLIE R.	SALE	242.33	5.81K	1.41M	24.56K
Feb 06, 2023	AUDETTE MATTHEW J	SALE	242.29	100	24.23K	12.67K
Nov 18, 2022	SIMONICH BRENT	PURCHASE	219.15	920	201.62K	6.04K
Nov 18, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	217.74	458	99.72K	2.22K
Nov 17, 2022	OROSCHAKOFF MICHELLE	SALE	213.80	5.21K	1.11M	41.1K
Oct 31, 2022	AUDETTE MATTHEW J	SALE	260.28	1.2K	312.34K	12.67K
Oct 05, 2022	ARNOLD DAN H.	SALE	240.27	20K	4.81M	157.82K
Aug 17, 2022	OROSCHAKOFF MICHELLE	SALE	231.90	345	80.01K	38.63K
Aug 17, 2022	ARNOLD DAN H.	SALE	231.77	2.53K	586.61K	162.71K
Aug 15, 2022	ARNOLD DAN H.	SALE	226.94	1.13K	256.67K	162.61K
Aug 04, 2022	STEINMEIER RICHARD	SALE	216.64	7.36K	1.59M	24.08K
Jul 29, 2022	ARNOLD DAN H.	SALE	210.33	39.02K	8.21M	162.61K
May 26, 2022	ARNOLD DAN H.	SALE	195.70	1.34K	261.46K	162.61K
May 16, 2022	OROSCHAKOFF MICHELLE	SALE	174.89	15	2.62K	42.07K
Mar 14, 2022	ENYEDI MATTHEW	SALE	159.25	1.9K	302.58K	5.65K
Mar 08, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	142.02	260	36.93K	1.76K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES16.14K7

NET SHARES-16.14K7

SHARES HELD75.83K7

% NET SHARES-121.29%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.61

Short Percent Of Float1.63

Shares Outstanding74.68M

Shares Float73.98M

Shares Short1.20M

Short Ratio1.44

1.63%

Short % of Float

1.61%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.54% Percentage of Shares held by All Insiders

90.3% Percentage of Shares held by All Institutions

90.79% Percentage of Float held by Institutions

1001

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.83%	637.8K	168.51M	-561.65K	-46.83%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	187.78K	49.61M	-18.74K	-9.07%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.24%	184.67K	48.79M	-4.87K	-2.57%
Mar 31, 2024	COMMERCE BANK	0.24%	183.51K	48.48M	-172	-0.09%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	176.02K	46.51M	-44.81K	-20.29%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.22%	171.53K	45.32M	61	+0.04%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	170.17K	45.65M	87.87K	+106.78%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	164.2K	43.38M	34.16K	+26.27%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	1.74%	1.33M	352.28M	-20.51K	-1.51%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.26%	970.75K	256.47M	23.89K	+2.52%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	1.21%	927.37K	245.01M	153.07K	+19.77%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.03%	794.61K	209.94M	211.22K	+36.21%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.9%	694.82K	185.07M	-24.47K	-3.40%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.77%	590.42K	155.99M	490.72K	+492.18%
Mar 31, 2024	SURGOCAP PARTNERS LP	0.68%	521.93K	137.89M	-54.69K	-9.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.63%	486.16K	128.44M	9.4K	+1.97%
Mar 31, 2024	MARKEL GROUP INC.	0.59%	454.29K	120.02M	27.91K	+6.54%
Mar 31, 2024	NORTHERN TRUST CORP	0.58%	446.88K	118.06M	-19.08K	-4.10%
Mar 31, 2024	AZORA CAPITAL LP	0.54%	416.56K	110.05M	89.76K	+27.47%
Mar 31, 2024	INVESCO LTD.	0.54%	415.93K	109.89M	99.96K	+31.64%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.5%	385.23K	101.78M	-43.64K	-10.18%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	373.97K	98.8M	8.18K	+2.24%
Mar 31, 2024	HMI CAPITAL MANAGEMENT, L.P.	0.48%	371.34K	98.11M	371.34K	+100.00%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.44%	340.52K	89.97M	-139.25K	-29.02%
Mar 31, 2024	MAVERICK CAPITAL LTD	0.43%	330.43K	87.3M	-154.67K	-31.88%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	327.35K	86.49M	20.6K	+6.71%
Mar 31, 2024	BLACKROCK INC.	7.91%	6.08M	1.61B	115.85K	+1.94%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	2.21%	1.7M	448.36M	970	+0.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.37M	361.06M	17.01K	+1.26%
Mar 31, 2024	TD ASSET MANAGEMENT INC	1.44%	1.1M	291.59M	275.29K	+33.23%
Mar 31, 2024	JPMORGAN CHASE & CO	1.26%	966.5K	255.35M	56.24K	+6.18%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	543.04K	143.47M	6.28K	+1.17%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.65%	498.92K	131.81M	-3.36K	-0.67%
Mar 31, 2024	FIRST PACIFIC ADVISORS, LP	0.6%	459.82K	121.48M	-439	-0.10%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.6%	458.88K	121.24M	-8K	-1.71%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.59%	452.94K	119.67M	-22.75K	-4.78%
Mar 31, 2024	JUNTO CAPITAL MANAGEMENT LP	0.57%	437.67K	115.63M	-76.64K	-14.90%
Mar 31, 2024	AGF MANAGEMENT LTD	0.56%	426.51K	112.68M	52.16K	+13.93%
Mar 31, 2024	FMR LLC	4.12%	3.17M	836.27M	366.09K	+13.08%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.07%	2.36M	622.6M	162.73K	+7.42%
Mar 31, 2024	BOSTON PARTNERS	2.3%	1.77M	466.43M	738.51K	+71.93%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	2.08%	1.6M	421.96M	-611.05K	-27.67%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	3.35%	2.58M	680.5M	-267.92K	-9.42%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.09%	2.37M	627.42M	-81.25K	-3.31%
Mar 31, 2024	STATE STREET CORP	2.23%	1.71M	451.78M	-57.74K	-3.27%
Mar 31, 2024	LONE PINE CAPITAL LLC	2.19%	1.69M	445.2M	-155.04K	-8.43%
Mar 31, 2024	MORGAN STANLEY	1.66%	1.28M	337.09M	750.6K	+142.89%
Mar 31, 2024	SAMLYN CAPITAL, LLC	1.44%	1.11M	292.23M	-88.64K	-7.42%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.23%	946.04K	249.94M	-52.8K	-5.29%
Mar 31, 2024	EMINENCE CAPITAL, LP	0.96%	735.87K	194.42M	-63.89K	-7.99%
Mar 31, 2024	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.93%	715.01K	188.91M	0	0
Mar 31, 2024	VANGUARD GROUP INC	9.17%	7.05M	1.86B	-94.1K	-1.32%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.83%	636.54K	167.92M	-112.25K	-14.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.74%	572.13K	151.16M	26.05K	+4.77%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	1.02%	783.78K	207.07M	88.24K	+12.69%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.94%	722.19K	190.8M	3.94K	+0.55%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.5%	386.53K	102.12M	-17.96K	-4.44%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.41%	312.63K	82.6M	1.94K	+0.62%
Mar 31, 2024	NORTH PEAK CAPITAL MANAGEMENT, LLC	0.4%	307.88K	81.34M	82.22K	+36.44%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.4%	304.05K	80.33M	34.92K	+12.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	300.53K	79.4M	7.05K	+2.40%
Mar 31, 2024	CORONATION FUND MANAGERS LTD.	0.39%	298.18K	78.78M	183.29K	+159.54%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	287.07K	75.84M	-34.2K	-10.64%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	283.81K	74.98M	-415.72K	-59.43%
Mar 31, 2024	ABRDN PLC	0.36%	275.44K	72.77M	-1.38K	-0.50%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	256.53K	67.78M	70.66K	+38.01%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.32%	246K	64.99M	0	0
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.31%	234.4K	61.93M	84.4K	+56.27%
Mar 31, 2024	MACQUARIE GROUP LTD	0.28%	218.12K	57.61M	194.35K	+817.76%
Mar 31, 2024	JACKSON SQUARE PARTNERS, LLC	0.25%	193.97K	51.25M	34.38K	+21.54%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.35M	307.22M	21.13K	+1.59%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.58%	1.2M	273.02M	899.99K	+300.54%
Dec 31, 2023	SAMLYN CAPITAL, LLC	1.57%	1.19M	271.94M	-185.07K	-13.41%
Dec 31, 2023	BOSTON PARTNERS	1.35%	1.03M	233.74M	181.59K	+21.49%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.31%	998.84K	227.36M	167.71K	+20.18%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.24%	946.86K	215.52M	-152.75K	-13.89%
Dec 31, 2023	JPMORGAN CHASE & CO	1.2%	910.26K	207.19M	-289.32K	-24.12%
Dec 31, 2023	NORGES BANK	1.16%	880.84K	200.5M	880.84K	+100.00%
Dec 31, 2023	TD ASSET MANAGEMENT INC	1.09%	828.37K	188.55M	613.79K	+286.05%
Dec 31, 2023	EMINENCE CAPITAL, LP	1.05%	799.76K	182.04M	101.16K	+14.48%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	1.02%	774.3K	176.25M	364.6K	+88.99%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.98%	748.78K	170.12M	33.81K	+4.73%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.95%	719.29K	163.73M	-15.4K	-2.10%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.94%	718.25K	163.49M	-10.76K	-1.48%
Dec 31, 2023	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.94%	715.01K	162.75M	-7.6K	-1.05%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	699.54K	159.23M	-13.84K	-1.94%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.91%	695.54K	158.32M	238.55K	+52.20%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.77%	583.39K	132.79M	15.1K	+2.66%
Dec 31, 2023		0.76%	576.62K	131.25M	576.62K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	546.08K	124.3M	-142.86K	-20.74%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	536.75K	122.18M	71.78K	+15.44%
Dec 31, 2023	MORGAN STANLEY	0.69%	525.29K	119.57M	24.86K	+4.97%
Dec 31, 2023	JUNTO CAPITAL MANAGEMENT LP	0.68%	514.32K	117.07M	100.92K	+24.41%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.66%	502.28K	114.33M	-5.84K	-1.15%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.64%	485.1K	110.42M	485.1K	+100.00%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	479.78K	109.21M	68.49K	+16.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.63%	476.76K	108.52M	-7.59K	-1.57%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.63%	475.69K	108.28M	-205.04K	-30.12%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.61%	466.88K	106.27M	78.34K	+20.16%
Dec 31, 2023	NORTHERN TRUST CORP	0.61%	465.96K	106.06M	-32.45K	-6.51%
Dec 31, 2023	FIRST PACIFIC ADVISORS, LP	0.61%	460.26K	104.76M	-20.38K	-4.24%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.56%	428.87K	97.62M	-170.24K	-28.41%
Dec 31, 2023	MARKEL GROUP INC.	0.56%	426.39K	97.05M	125.12K	+41.53%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.53%	404.49K	92.07M	-17.21K	-4.08%
Dec 31, 2023	AGF MANAGEMENT LTD	0.49%	374.36K	85.21M	-33.83K	-8.29%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	365.79K	83.26M	-6.74K	-1.81%
Dec 31, 2023	AZORA CAPITAL LP	0.43%	326.8K	74.39M	3.65K	+1.13%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.42%	321.27K	73.13M	20.66K	+6.87%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.42%	317.09K	72.18M	-11.6K	-3.53%
Dec 31, 2023	VANGUARD GROUP INC	9.39%	7.14M	1.63B	48.44K	+0.68%
Dec 31, 2023	BLACKROCK INC.	7.84%	5.96M	1.36B	-382.8K	-6.03%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	3.74%	2.84M	647.27M	-235.14K	-7.64%
Dec 31, 2023	FMR LLC	3.68%	2.8M	637.15M	526.26K	+23.15%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.23%	2.46M	559.05M	-169.46K	-6.45%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	2.9%	2.21M	502.63M	-125.89K	-5.39%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.88%	2.19M	499.36M	48.04K	+2.24%
Dec 31, 2023	LONE PINE CAPITAL LLC	2.42%	1.84M	418.85M	0	0
Dec 31, 2023	STATE STREET CORP	2.32%	1.77M	402.37M	29.29K	+1.68%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	2.23%	1.7M	387.49M	-760.93K	-30.97%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	1.78%	1.35M	308.17M	-137.12K	-9.20%

Insiders

Insiders	Designation	Shares Held
ARNOLD DAN H.	President & CEO	142.61K
LARSEN SALLIE R.	Managing Director	25.2K
OROSCHAKOFF MICHELLE	Managing Director	23.85K
STEINMEIER RICHARD	Chief Executive Officer	21.4K
GATES GREG	Managing Director	19.08K
AUDETTE MATTHEW J	President and CFO	16.54K
ENYEDI MATTHEW	Managing Director	10.5K
SETHI KABIR	Managing Director	10.25K
SIMONICH BRENT	EVP, CAO and Treasurer	6.04K
JAMBUSARIA ANERI	Managing Director	5.74K
COHEN MARC ELIOT	Managing Director	4.08K
GLAVIN WILLIAM FRANCIS JR	director	2.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 14, 2025	JAMBUSARIA ANERI	SALE	311.87	80	24.95K	5.74K
Feb 26, 2025	COHEN MARC ELIOT	SALE	365.85	1.1K	402.44K	4.08K
Feb 26, 2025	AUDETTE MATTHEW J	SALE	360.07	4.59K	1.65M	16.54K
Feb 18, 2025	STEINMEIER RICHARD	SALE	373.79	3.5K	1.31M	21.4K
Feb 10, 2025	ENYEDI MATTHEW	SALE	369.33	5.15K	1.9M	10.5K
Feb 05, 2025	AUDETTE MATTHEW J	SALE	368.08	1.42K	521.57K	13.66K
Dec 05, 2024	JAMBUSARIA ANERI	SALE	331.94	305	101.24K	3.92K
Jun 14, 2024	ARNOLD DAN H.	SALE	277.31	5.68K	1.57M	142.61K
Feb 26, 2024	AUDETTE MATTHEW J	SALE	267.79	1.32K	352.14K	13.66K
Feb 26, 2024	GATES GREG	SALE	267.87	707	189.38K	19.08K
Feb 26, 2024	ENYEDI MATTHEW	SALE	263.00	2.4K	631.2K	10.5K
Feb 26, 2024	SETHI KABIR	SALE	267.90	242	64.83K	10.25K
Feb 26, 2024	ARNOLD DAN H.	SALE	267.80	8.41K	2.25M	141.81K
Feb 23, 2024	ARNOLD DAN H.	SALE	266.43	1.82K	485.44K	133.17K
Feb 20, 2024	ENYEDI MATTHEW	SALE	256.94	1.38K	354.83K	8.63K
Feb 20, 2024	ARNOLD DAN H.	SALE	259.47	200	51.89K	137.04K
Feb 05, 2024	AUDETTE MATTHEW J	SALE	251.02	212	53.22K	12.64K
Nov 10, 2023	LARSEN SALLIE R.	SALE	226.57	13.49K	3.06M	25.2K
Nov 02, 2023	JAMBUSARIA ANERI	SALE	222.37	1.93K	429.17K	1.8K
Sep 20, 2023	ARNOLD DAN H.	SALE	250.03	353	88.26K	145.88K
Sep 19, 2023	ARNOLD DAN H.	SALE	250.00	175	43.75K	145.88K
Sep 13, 2023	STEINMEIER RICHARD	SALE	244.65	100	24.47K	16.91K
Aug 22, 2023	ENYEDI MATTHEW	SALE	230.86	3.27K	753.76K	9.98K
May 04, 2023	GLAVIN WILLIAM FRANCIS JR	PURCHASE	180.23	557	100.39K	2.78K
Feb 27, 2023	OROSCHAKOFF MICHELLE	SALE	246.99	1.4K	346.03K	23.85K
Feb 27, 2023	LARSEN SALLIE R.	SALE	248.13	4.44K	1.1M	25.2K
Feb 27, 2023	ARNOLD DAN H.	SALE	247.44	2.06K	509.73K	154.88K
Feb 27, 2023	AUDETTE MATTHEW J	SALE	247.01	2.01K	496.24K	12.64K
Feb 17, 2023	OROSCHAKOFF MICHELLE	SALE	250.33	2.87K	719.45K	23.33K
Feb 16, 2023	OROSCHAKOFF MICHELLE	SALE	248.19	7.99K	1.98M	33.11K
Feb 13, 2023	LARSEN SALLIE R.	SALE	242.33	5.81K	1.41M	24.56K
Feb 06, 2023	AUDETTE MATTHEW J	SALE	242.29	100	24.23K	12.67K
Nov 18, 2022	SIMONICH BRENT	PURCHASE	219.15	920	201.62K	6.04K
Nov 18, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	217.74	458	99.72K	2.22K
Nov 17, 2022	OROSCHAKOFF MICHELLE	SALE	213.80	5.21K	1.11M	41.1K
Oct 31, 2022	AUDETTE MATTHEW J	SALE	260.28	1.2K	312.34K	12.67K
Oct 05, 2022	ARNOLD DAN H.	SALE	240.27	20K	4.81M	157.82K
Aug 17, 2022	OROSCHAKOFF MICHELLE	SALE	231.90	345	80.01K	38.63K
Aug 17, 2022	ARNOLD DAN H.	SALE	231.77	2.53K	586.61K	162.71K
Aug 15, 2022	ARNOLD DAN H.	SALE	226.94	1.13K	256.67K	162.61K
Aug 04, 2022	STEINMEIER RICHARD	SALE	216.64	7.36K	1.59M	24.08K
Jul 29, 2022	ARNOLD DAN H.	SALE	210.33	39.02K	8.21M	162.61K
May 26, 2022	ARNOLD DAN H.	SALE	195.70	1.34K	261.46K	162.61K
May 16, 2022	OROSCHAKOFF MICHELLE	SALE	174.89	15	2.62K	42.07K
Mar 14, 2022	ENYEDI MATTHEW	SALE	159.25	1.9K	302.58K	5.65K
Mar 08, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	142.02	260	36.93K	1.76K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES16.14K7

NET SHARES-16.14K7

SHARES HELD75.83K7

% NET SHARES-121.29%0%

LPLA Stock Ownership Breakdown

LPL Financial Holdings Inc.

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions