Lpl Financial Holdings Inc
$360.25-0.5%
+$7.1B
Net Activity
+42.48% total shares
Institutions Holding
772
Popularity Rank
#692
Avg Weight
0.26%
Total Value
$23.7B
Market Cap
$28.5B
772 institutions currently hold LPLA, with 348 net buyers and 400 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
400
Net Buying Institutions
348
Top 5 by Value
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Across its top 20 institutional holders, LPLA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 36/100).
LPLA ranks #692 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LPLA is a top-conviction position for Darlington Partners Capital Management, LP — at 12.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LPLA belongs to BlackRock, Inc., but the position matters far more to Darlington Partners Capital Management, LP, who has 12.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Goldman Sachs Group Inc has added to its LPLA position for two straight quarters, increasing it by $377.9M to reach $477.7M today.
Massachusetts Financial Services Co /ma/ has trimmed its LPLA position for two straight quarters, cutting it by $914.6M while still holding $413.8M.
LPLA is down 0.5% today, but institutions show net buying of $7.1B this quarter — a divergence between today's price move and the underlying institutional flow.
LPLA posted net income of $1.0B over the trailing twelve months, and currently trades at a P/E of 28.3.
+$3.6B
Total Buy Value
$3.2B
Total Sell Value
348
Net Buyers
400
Net Sellers
LPLA
Q2 2026
Top 5 Institutional Movers
+$1.2B
+$369.2M
+$297.0M
+$274.8M
LPLA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Markwayne Mullin Senate | 2025-05-13 | $15K–$50K |
| Buy | Markwayne Mullin Senate | 2025-02-13 | $50K–$100K |
4
Filings (90d)
$2.02M
Total Est. Value
6K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Jambusaria Aneri | 2026-08-27 | $110K |
| Gates Greg | 2026-08-20 | $1.46M |
| Enyedi Matthew | 2026-07-31 | $353K |
| Jambusaria Aneri | 2026-06-17 | $94K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
LPL Financial Holdings (ticker: LPLA) filed an 8-K on July 30, 2026, announcing its financial results for the quarter ended June 30, 2026. The actual earnings release is attached as Exhibit 99.1, and this 8-K essentially serves as the cover sheet — the excerpt itself doesn't contain the specific revenue or profit figures. As a technical matter, the press release is furnished rather than filed, which is standard practice for earnings announcements.
View Full Filing (SEC EDGAR)50212V100, 50212v100
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Access LPLA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LPLACLI
npx alphasmo stocks get LPLA