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LPL Financial Holdings Inc. (LPLA) Institutional Holdings & 13F Ownership
LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment. Review LPLA institutional holders, 13F ownership, and position changes on Finoriq.
Company Snapshot
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
- Company
- LPL Financial Holdings Inc. (LPLA)
- Ticker
- LPLA
- Market Cap
- $26.3B
- Latest Price
- $328.26
- Industry
- Investment Banking & Brokerage
LPL Financial Holdings Inc. (LPLA) Top Institutional Holders
Top current 13F holders indexed for LPL Financial Holdings Inc. (LPLA). Latest period 2026-03-31.
| Rank | Investor | Value | Portfolio | Filing |
|---|---|---|---|---|
| 1 | Dodge & Cox (advisor level)CIK 0000200217 | $1.2B | 0.69% | Filing2026-05-14 |
| 2 | Stephen MandelCIK 0001061165 | $616.7M | 4.9% | Filing2026-05-15 |
| 3 | Barrow HanleyCIK 0000313028 | $328.9M | 1.1% | Filing2026-05-13 |
| 4 | Thomas GaynerCIK 0001096343 | $168.5M | 1.4% | Filing2026-05-01 |
| 5 | William Von MuefflingCIK 0001279936 | $97.7M | 0.65% | Filing2026-05-07 |
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