NASDAQ · LPLA
LPL Financial Holdings Inc.
Smart money pulse
What insiders and funds are doing
Mixed Insiders: as of Nov 12 Funds: as of Jun 30, 2026
- account_balance319 funds bought, 348 sold in the quarter ended Jun 30, 2026. 103 were new holders.
- infoNo real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.
Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then. This is data, not advice.
Who owns it
772 funds report owning LPLA , up from 771
New103
Added216
Held206
Trimmed247
Sold out101
Last quarter
Who bought and who sold
Dodge & Cox
+10%
Change in shares held, biggest funds first. Bars stop at ±100%.
Insider trades · last 12 months
Real buys and sales
No insider filings loaded for the last 12 months.
Top holders
Biggest funds in LPLA
| Fund | Owns | Value | Change |
|---|---|---|---|
| California State Teachers Retirement System | — | $122K | +29129% |
| BlackRock, Inc. | — | $1.33B | −5% |
| Dodge & Cox | — | $1.29B | +10% |
| Boston Partners | — | $1.2B | +3% |
| Jupiter Topco LLC | — | $1.18B | New |
"Owns" is shares reported divided by shares outstanding.