LPL Financial Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:LPLA * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
26 Feb 24	SellMex$51,967,192	Greg Gates	Individual		11,401	Mex$4,585.59
02 Nov 23	SellMex$7,546,512	Aneri Jambusaria	Individual		1,930	Mex$3,910.11

Insider Trading Volume

Insider Buying: LPLA * insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LPLA *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	43,070	0.0555%
Individual Insiders	632,972	0.815%
General Public	1,575,585	2.03%
Institutions	75,415,776	97.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.2%	The Vanguard Group, Inc.	7,938,028	Mex$28.1b	4.88%	0.03%
8.42%	BlackRock, Inc.	6,542,756	Mex$23.2b	3.98%	0.03%
5.09%	FMR LLC	3,955,261	Mex$14.0b	78.2%	0.07%
4.26%	Janus Henderson Group plc	3,305,996	Mex$11.7b	-4.53%	0.32%
3.17%	WCM Investment Management, LLC	2,464,045	Mex$8.7b	-3.61%	0.96%
2.6%	Kayne Anderson Rudnick Investment Management, LLC	2,016,167	Mex$7.1b	-0.13%	1.09%
2.39%	Lone Pine Capital LLC	1,859,641	Mex$6.6b	-7.36%	3.33%
2.28%	Samlyn Capital, LLC	1,772,888	Mex$6.3b	27.3%	6.23%
2.2%	State Street Global Advisors, Inc.	1,708,552	Mex$6.1b	4.21%	0.02%
1.92%	Millennium Management LLC	1,494,914	Mex$5.3b	98.2%	0.34%
1.91%	Clarkston Capital Partners, LLC	1,484,455	Mex$5.3b	0.88%	5.52%
1.88%	Geode Capital Management, LLC	1,456,856	Mex$5.2b	9.9%	0.03%
1.74%	Wellington Management Group LLP	1,348,443	Mex$4.8b	-11.5%	0.05%
1.43%	J.P. Morgan Asset Management, Inc.	1,111,539	Mex$3.9b	3.16%	0.03%
1.36%	D. E. Shaw & Co., L.P.	1,053,398	Mex$3.7b	27.6%	0.38%
1.31%	AllianceBernstein L.P.	1,019,968	Mex$3.6b	-24.3%	0.07%
1.31%	Egerton Capital (UK) LLP	1,019,727	Mex$3.6b	-17%	2.05%
1.3%	Capital Research and Management Company	1,009,106	Mex$3.6b	-55.6%	0.01%
1.3%	Norges Bank Investment Management	1,007,537	Mex$3.6b	0%	0.02%
0.99%	Eagle Asset Management, Inc.	770,018	Mex$2.7b	-16.5%	0.9%
0.99%	abrdn plc	765,361	Mex$2.7b	8.93%	0.11%
0.99%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	765,174	Mex$2.7b	-5.12%	0.04%
0.96%	BNY Mellon Asset Management	745,379	Mex$2.6b	27.7%	0.03%
0.92%	Eminence Capital, LP	718,119	Mex$2.5b	64.1%	2.38%
0.91%	Dimensional Fund Advisors LP	707,966	Mex$2.5b	-12.2%	0.03%