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	Role	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

Insider Trading Volume

Insider Buying: Insufficient data to determine if 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
Private Companies	7,910	0.0106%
State or Government	50,454	0.0675%
Individual Insiders	576,443	0.771%
General Public	998,379	1.34%
Institutions	73,123,413	97.8%

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

Top Shareholders

Top 25 shareholders own 58.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.62%	The Vanguard Group, Inc.	7,187,868	US$1.5b	2%	0.02%
7.09%	BlackRock, Inc.	5,302,759	US$1.1b	-12.7%	0.02%
3.52%	FMR LLC	2,628,075	US$555.7m	-15.8%	0.04%
3.46%	Kayne Anderson Rudnick Investment Management, LLC	2,589,793	US$547.6m	9.9%	1.22%
3.4%	Janus Henderson Group plc	2,542,185	US$537.5m	-1.3%	0.23%
2.81%	T. Rowe Price Group, Inc.	2,099,916	US$444.0m	-11.6%	0.04%
2.53%	Boston Partners Global Investors, Inc.	1,894,416	US$400.5m	6.92%	0.27%
2.28%	State Street Global Advisors, Inc.	1,702,972	US$360.1m	-0.41%	0.01%
2.25%	Lone Pine Capital LLC	1,685,070	US$356.3m	0%	2.72%
2.23%	WCM Investment Management, LLC	1,663,718	US$351.8m	-1.96%	0.56%
2.13%	Capital Research and Management Company	1,594,909	US$337.2m	-0.14%	0.02%
1.87%	Geode Capital Management, LLC	1,400,357	US$296.1m	2.31%	0.02%
1.6%	Samlyn Capital, LLC	1,194,715	US$252.6m	8.01%	4.49%
1.33%	Clarkston Capital Partners, LLC	992,615	US$209.9m	-25.6%	3.97%
1.24%	Norges Bank Investment Management	928,886	US$196.4m	5.45%	0.02%
1.18%	Massachusetts Financial Services Company	884,630	US$187.0m	11.3%	0.04%
1.18%	TD Asset Management, Inc.	881,175	US$186.3m	-20.2%	0.14%
1.13%	BNY Asset Management	841,747	US$178.0m	-6.18%	0.03%
1.08%	Morgan Stanley Investment Management Inc.	804,883	US$170.2m	21.2%	0.13%
1.05%	Darlington Partners Capital Management, LP	783,290	US$165.6m	9.55%	8.19%
1.05%	Dimensional Fund Advisors LP	782,006	US$165.3m	8.28%	0.03%
1.04%	UBS Asset Management AG	776,522	US$164.2m	25.7%	0.02%
1.04%	Canada Pension Plan Investment Board	774,901	US$163.8m	-1.13%	0.1%
1.04%	Manulife Asset Management	774,175	US$163.7m	31.1%	0.13%
0.97%	Toronto-Dominion Bank, Banking Investments	726,291	US$153.6m	-25%	0.23%