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LPL Financial Holdings Inc. (LPLA)
NMS – Real Time Price. Currency in USD
294.48
+5.44 (1.88%)
At close: May 12, 2026, 4:00 PM EDT
296.09
+1.61 (0.55%)
Pre-market: May 13, 2026, 7:53 AM EDT
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NMS – Real Time Price. Currency in USD
294.48
+5.44 (1.88%)
At close: May 12, 2026, 4:00 PM EDT
296.09
+1.61 (0.55%)
Pre-market: May 13, 2026, 7:53 AM EDT
| Breakdown | |
|---|---|
| 0.41% | % of Shares Held by All Insider |
| 105.27% | % of Shares Held by Institutions |
| 105.71% | % of Float Held by Institutions |
| 1079 | Number of Institutions Holding Shares |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Boston Partners | 4.13M | 2026-03-31 | 5.17% | $1.22B |
| Vanguard Portfolio Management LLC | 3.85M | 2026-03-31 | 4.82% | $1.13B |
| Vanguard Capital Management LLC | 3.60M | 2026-03-31 | 4.50% | $1.06B |
| Principal Financial Group, Inc. | 2.64M | 2026-03-31 | 3.30% | $776.41M |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 2.65M | 2025-12-31 | 3.31% | $780.35M |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.52M | 2025-12-31 | 3.15% | $742.60M |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 1.83M | 2026-03-31 | 2.29% | $538.60M |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 1.74M | 2025-12-31 | 2.18% | $513.00M |
| Principal Funds, Inc-MidCap Fund | 1.74M | 2026-01-31 | 2.17% | $511.29M |
| GROWTH FUND OF AMERICA | 1.61M | 2026-03-31 | 2.02% | $475.41M |
| Fidelity Magellan Fund | 1.18M | 2026-02-28 | 1.48% | $379.73M |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 1.18M | 2026-03-31 | 1.47% | $347.15M |
| MFS SERIES TRUST I-MFS Value Fund | 1.12M | 2026-02-28 | 1.40% | $330.62M |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 1.02M | 2025-12-31 | 1.28% | $300.45M |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | 919,718 | 2026-03-31 | 1.15% | $270.84M |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 862,433 | 2025-12-31 | 1.08% | $261.27M |