LPLA
LPL Financial Holdings Inc.
NASDAQ · Financial Services · Financial - Capital Markets · US
$328.09
−0.56%0
Insider buys (3m)
8
Insider sells (3m)
-$2.1M
Net value (3m)
+10.3%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Sep 14, 2026 | Reeping Katharine · officer: Principal Accounting Officer | Sale | 440 | $348 |
| Sep 8, 2026 | Field Emily · officer: Group Managing Director | F-InKind | 106 | $359 |
| Sep 1, 2026 | SCHIFTER RICHARD P · director | A-Award | 14 | $0.00 |
| Sep 1, 2026 | Putnam James S · director | A-Award | 7 | $0.00 |
| Sep 1, 2026 | Glavin William Francis Jr · director | A-Award | 10 | $0.00 |
| Sep 1, 2026 | Thomas Corey E. · director | A-Award | 4 | $0.00 |
| Sep 1, 2026 | Mnookin Allison · director | A-Award | 2 | $0.00 |
| Sep 1, 2026 | EBERHART PAULETT · director | A-Award | 4 | $0.00 |
| Sep 1, 2026 | BERNARD EDWARD C · director | A-Award | 3 | $0.00 |
| Aug 31, 2026 | Jambusaria Aneri · officer: Group Managing Director | Sale | 308 | $357 |
| Aug 21, 2026 | Gates Greg · officer: Group Managing Director | Sale | 4,119 | $355 |
| Aug 21, 2026 | Gates Greg · officer: Group Managing Director | M-Exempt | 7,189 | $78 |
| Aug 4, 2026 | Enyedi Matthew · officer: Group Managing Director | Sale | 296 | $353 |
| Aug 4, 2026 | Enyedi Matthew · officer: Group Managing Director | Sale | 463 | $353 |
| Aug 4, 2026 | Enyedi Matthew · officer: Group Managing Director | Sale | 51 | $355 |
| Aug 4, 2026 | Enyedi Matthew · officer: Group Managing Director | Sale | 189 | $351 |
| Aug 4, 2026 | Enyedi Matthew · officer: Group Managing Director | Sale | 1 | $356 |
| Jun 22, 2026 | Jambusaria Aneri · officer: Group Managing Director | Sale | 308 | $306 |
| Jun 15, 2026 | Gates Greg · officer: Group Managing Director | F-InKind | 232 | $296 |
| Jun 15, 2026 | Cohen Marc Eliot · officer: Group Managing Director | F-InKind | 44 | $296 |
| Jun 8, 2026 | Putnam James S · director | A-Award | 10 | $0.00 |
| Jun 8, 2026 | SCHIFTER RICHARD P · director | A-Award | 19 | $0.00 |
| Jun 8, 2026 | BERNARD EDWARD C · director | A-Award | 4 | $0.00 |
| Jun 8, 2026 | Glavin William Francis Jr · director | A-Award | 15 | $0.00 |
| Jun 8, 2026 | EBERHART PAULETT · director | A-Award | 5 | $0.00 |
| Jun 8, 2026 | Mnookin Allison · director | A-Award | 3 | $0.00 |
| Jun 8, 2026 | Thomas Corey E. · director | A-Award | 7 | $0.00 |
| May 19, 2026 | Thomas Corey E. · director | A-Award | 348 | $0.00 |
| May 19, 2026 | Ko Albert J · director | A-Award | 712 | $0.00 |
| May 19, 2026 | MULCAHY ANNE M · director | A-Award | 712 | $0.00 |
Institutional positioning
13F filings over the trailing two quarters
New 185Increased 536Reduced 585Sold out 91
| Filer | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Reduced | 4,974,255 | May 13, 2026 |
| BlackRock, Inc. | Reduced | 4,732,991 | Aug 7, 2026 |
| DODGE & COX | Increased | 4,578,679 | Aug 13, 2026 |
| Boston Partners | Increased | 4,250,828 | Aug 4, 2026 |
| Jupiter Topco LLC | New Position | 4,198,356 | Aug 14, 2026 |
| DODGE & COX | Increased | 4,146,547 | May 14, 2026 |
| BOSTON PARTNERS | Increased | 4,131,498 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Increased | 3,869,359 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 3,851,978 | May 8, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 3,832,005 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | Increased | 3,666,780 | May 18, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 3,613,624 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 3,596,968 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 2,684,964 | Aug 4, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 2,636,544 | May 4, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Sep 14, 2026