LPL Financial Holdings Ownership

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

Recent Insider Transactions

NasdaqGS:LPLA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Feb 24	SellUS$3,035,697	Greg Gates	Individual	11,401	US$267.87
02 Nov 23	SellUS$429,174	Aneri Jambusaria	Individual	1,930	US$222.37
04 May 23	BuyUS$100,388	William Glavin	Individual	557	US$180.23

Insider Trading Volume

Insider Buying: LPLA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of LPLA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	11,452	0.0153%
State or Government	52,782	0.0707%
Individual Insiders	568,113	0.761%
General Public	1,562,704	2.09%
Institutions	72,504,110	97.1%

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

Top Shareholders

Top 25 shareholders own 60.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.56%	The Vanguard Group, Inc.	7,141,049	US$1.9b	0.68%	0.03%
7.98%	BlackRock, Inc.	5,961,459	US$1.6b	-6.03%	0.03%
3.81%	Janus Henderson Group plc	2,843,632	US$755.0m	-7.64%	0.34%
3.69%	FMR LLC	2,756,271	US$731.8m	23.7%	0.05%
3.29%	T. Rowe Price Group, Inc.	2,456,051	US$652.1m	-6.45%	0.06%
2.96%	Capital Research and Management Company	2,208,188	US$586.3m	-5.39%	0.03%
2.94%	Kayne Anderson Rudnick Investment Management, LLC	2,193,821	US$582.5m	2.24%	1.4%
2.46%	Lone Pine Capital LLC	1,840,114	US$488.6m	0%	3.72%
2.37%	State Street Global Advisors, Inc.	1,767,737	US$469.3m	1.68%	0.02%
2.27%	WCM Investment Management, LLC	1,697,064	US$450.6m	0.06%	0.73%
1.81%	Clarkston Capital Partners, LLC	1,353,878	US$359.5m	-9.2%	6.87%
1.81%	Geode Capital Management, LLC	1,351,666	US$358.9m	1.59%	0.03%
1.61%	Millennium Management LLC	1,199,445	US$318.5m	301%	0.29%
1.6%	Samlyn Capital, LLC	1,194,721	US$317.2m	-13.4%	6.32%
1.38%	Boston Partners Global Investors, Inc.	1,033,362	US$274.4m	-0.02%	0.19%
1.34%	D. E. Shaw & Co., L.P.	998,839	US$265.2m	20.2%	0.41%
1.2%	BNY Mellon Asset Management	897,168	US$238.2m	2.26%	0.05%
1.18%	Norges Bank Investment Management	880,842	US$233.9m	-12.6%	0.02%
1.11%	TD Asset Management, Inc.	828,369	US$219.9m	286%	0.18%
1.07%	Eminence Capital, LP	799,757	US$212.3m	14.5%	3.43%
1.02%	Toronto-Dominion Bank, Banking Investments	759,396	US$201.6m	89.6%	0.29%
1%	Voya Investment Management LLC	748,781	US$198.8m	4.73%	0.21%
0.96%	Eagle Asset Management, Inc.	719,291	US$191.0m	-2.1%	1.0%
0.96%	Dimensional Fund Advisors LP	718,246	US$190.7m	-1.48%	0.04%
0.96%	Darlington Partners Capital Management, LP	715,014	US$189.8m	-1.05%	11.34%