LPL Financial
Runs brokerage, advisory, custody, and technology infrastructure for independent financial professionals.
$370.69
After-hours close+0.08 (+0.02%)
At close$370.61(+2.60%)
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Breakdown13F · Form 4
Institutions 146.95%Insiders 0.50%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 79.98M · Float 79.55M · 99.5% free float
Institutions13F, as of Jun 30, 2026
790 holders · 117.54M shares · 95 new positions · 349 increased · 306 reduced · 98 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.73M | 5.92% | −241.3K | Aug 7, 2026 |
| Dodge & Cox | 4.58M | 5.72% | +432.1K | Aug 13, 2026 |
| Boston Partners | 4.25M | 5.31% | +119.3K | Aug 4, 2026 |
| Jupiter Topco LLC | 4.20M | 5.25% | +4.20Mnew | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 3.83M | 4.79% | −20.0K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.61M | 4.52% | +16.7K | Aug 13, 2026 |
| Principal Financial Group Inc | 2.68M | 3.36% | +48.4K | Aug 4, 2026 |
| Samlyn Capital, LLC | 2.41M | 3.01% | +82.3K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.40% | 4.75M | Oct 22, 2024 ↗ | |
| Vanguard Capital Management | 5.36% | 4.30M | 13G | Apr 30, 2026 ↗ |
| JANUS HENDERSON GROUP Ltd. | 5.30% | 4.20M | 13G | Aug 13, 2026 ↗ |
| Dodge & Cox | 5.20% | 4.15M | 13G | May 14, 2026 ↗ |
| Boston Partners | 5.01% | 4.00M | 13G | Aug 4, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| James S. Putnam | director | 135.3K | 0.17% | Aug 4, 2026 |
| Richard P. Schifter | director | 39.2K | 0.05% | Jun 8, 2026 |
| Anne M. Mulcahy | director | 37.1K | 0.05% | May 19, 2026 |
| Richard Steinmeier | officer: Chief Executive Officer | 25.8K | 0.03% | Feb 27, 2026 |
| William Francis Jr Glavin | director | 24.1K | 0.03% | Jun 8, 2026 |
| Greg Gates | officer: Group Managing Director | 23.6K | 0.03% | Aug 21, 2026 |
| Matthew J. Audette | officer: President and CFO | 19.8K | 0.02% | Apr 16, 2026 |
| Paulett Eberhart | director | 17.8K | 0.02% | Jun 8, 2026 |
| Edward C. Bernard | director | 16.3K | 0.02% | Jun 8, 2026 |
| Corey E. Thomas | director | 14.9K | 0.02% | Jun 8, 2026 |
1 ten-percent owner holds 8.79M shares by Form 4, outside the officers-and-directors figure above · 44 people have not refiled in the last 18 months (3.53M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 20, 2026 | Greg Gatesofficer: Group Managing Director | Sale | 4,119 | $355.38 | 23,602 |
| Jul 31, 2026 | Matthew Enyediofficer: Group Managing Director | Sale · 5 lots | 1,000 | $352.72 | 13,121 |
| Jun 17, 2026 | Aneri Jambusariaofficer: Group Managing Director | Sale | 308 | $306.00 | 6,415 |
| Apr 15, 2026 | Matthew J. Audetteofficer: President and CFO | Sale · 4 lots | 1,110 | $330.01 | 19,803 |
| Apr 14, 2026 | Matthew J. Audetteofficer: President and CFO | Sale · 2 lots | 469 | $325.34 | 20,913 |
| Mar 10, 2026 | Marc Eliot Cohenofficer: Group Managing Director | Sale | 1,088 | $309.72 | 4,400 |
| Mar 9, 2026 | Marc Eliot Cohenofficer: Group Managing Director | Sale | 2,212 | $308.75 | 5,488 |
| Mar 2, 2026 | Aneri Jambusariaofficer: Group Managing Director | Sale | 308 | $306.00 | 6,723 |
| Feb 26, 2026 | Matthew J. Audetteofficer: President and CFO | Sale · 4 lots | 1,581 | $320.50 | 21,382 |
| Feb 26, 2026 | Matthew Enyediofficer: Group Managing Director | Sale · 5 lots | 2,109 | $320.15 | 14,121 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 11, 2026 | Jul 3, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 5, 2026 | Jul 3, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 19, 2026 | Jun 9, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 14, 2026 | Jun 9, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 12, 2026 | Jun 9, 2026 ↗ |