GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » LPL Financial Holdings Inc (NAS:LPLA) » Definitions » Institutional Ownership

LPL Financial Holdings (LPL Financial Holdings) Institutional Ownership : 67.28% (As of Apr. 28, 2024)


View and export this data going back to 2010. Start your Free Trial

What is LPL Financial Holdings Institutional Ownership?

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, LPL Financial Holdings's institutional ownership is 67.28%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, LPL Financial Holdings's Insider Ownership is 4.98%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, LPL Financial Holdings's Float Percentage Of Total Shares Outstanding is 98.98%.


LPL Financial Holdings Institutional Ownership Historical Data

The historical data trend for LPL Financial Holdings's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

LPL Financial Holdings Institutional Ownership Chart

LPL Financial Holdings Historical Data

The historical data trend for LPL Financial Holdings can be seen below:

2023-06-30 2023-07-31 2023-08-31 2023-09-30 2023-10-31 2023-11-30 2023-12-31 2024-01-31 2024-02-29 2024-03-31
Institutional Ownership 73.92 74.66 74.69 73.26 69.22 68.62 66.34 67.09 67.62 67.28

LPL Financial Holdings Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.


LPL Financial Holdings (LPL Financial Holdings) Business Description

Traded in Other Exchanges
Address
4707 Executive Drive, San Diego, CA, USA, 92121
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
Executives
Sallie R. Larsen officer: MD, Chief Human Cap. Officer ONE BEACON STREET, 22ND FLOOR, BOSTON MA 02018
Aneri Jambusaria officer: Managing Director C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Dan H. Arnold officer: MD & Division President, FIS C/O LPL INVESTMENT HOLDINGS INC., ONE BEACON STREET, BOSTON MA 02108
Richard Steinmeier officer: Managing Director C/O LPL FINANCIAL HOLDINGS, INC., 75 STATE STREET, 22ND FLOOR, BOSTON MA 02109
Althea Brown officer: Managing Director C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Matthew Enyedi officer: Managing Director C/O LPL FINANCIAL HOLDINGS, INC., 75 STATE STREET, 22ND FLOOR, BOSTON MA 02109
Glavin William Francis Jr director 6803 SOUTH TUCSON WAY, CENTENNIAL CO 80112
Richard P Schifter director 301 COMMERCE STREET, SUITE 3300, FORT WORTH TX 76102
Michelle Oroschakoff officer: MD, Chief Risk Officer 75 STATE STREET, 24TH FLOOR, BOSTON MA 02109
Matthew J Audette officer: Chief Financial Officer C/O DAVIS POLK & WARDWELL, 450 LEXINGTON AVENUE, NEW YORK NY 10017
Albert J Ko director C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Brent Simonich officer: EVP, CAO and Treasurer C/O E*TRADE FINANCIAL CORP., 11 TIMES SQUARE, 32ND FLOOR, NEW YORK NY 10036-9992
Kabir Sethi officer: Managing Director C/O LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Edward Fandrey officer: Managing Director C/O LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
George Burton White officer: MD, Chief Investment Officer ONE BEACON STREET, 22ND FLOOR, BOSTON MA 02108