LPLA (LPL Financial Holdings) Insider Ownership: 4.68 % (As of Aug. 15, 2026)

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LPLA LPL Financial Holdings Inc LPLA
91 GF Score
Price $370.67
GF Value $477.07
Valuation Modestly Undervalued
! 7 Warning Signs
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What is LPL Financial Holdings Insider Ownership?

LPL Financial Holdings LPLA -1.10% 91 Insider Ownership is 4.68 % as of Aug. 15, 2026. GuruFocus rates LPLA with a GF Score™ of 91/100 and a GF Value™ of $477.07 (Modestly Undervalued). The stock has 7 warning signs investors should review.

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 4.68%.

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 103.19%.

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 99.63%.

LPL Financial Holdings Insider Ownership Historical Data

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The historical data trend for LPL Financial Holdings's Insider 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.

LPL Financial Holdings Insider Ownership Chart

LPL Financial Holdings Historical Data

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

2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2026-01-31 2026-02-28 2026-05-31 2026-06-30 2026-07-31
Insider Ownership 4.68 4.67 4.67 4.67 4.67 4.64 4.67 4.68 4.68 4.68
LPLA
91GF Score
LPL Financial Holdings Inc LPLA
Insider Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings Insider Ownership Calculation

The percentage of shares that are owned by company insiders relative to the total shares outstanding.

Frequently Asked Questions Learn more about Insider Ownership →
What does a Insider Ownership of 4.68 % mean?
LPL Financial Holdings (LPLA) has a Insider Ownership of 4.68 % as of Aug. 15, 2026. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' Insider Ownership too high?
LPL Financial Holdings' current Insider Ownership is 4.68 %. Overall, LPL Financial Holdings has a GF Score™ of 91/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Insider Ownership compare to TW and CRCL?
LPL Financial Holdings' Insider Ownership of 4.68 % can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Insider Ownership for a Capital Markets company?
A good Insider Ownership depends on the Capital Markets industry context. However, Insider Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Insider Ownership mean?
A high Insider Ownership can signal that a stock is expensive relative to its fundamentals. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on LPL Financial Holdings and its competitors. LPL Financial Holdings's current Insider Ownership is 4.68 %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (LPLA) is currently considered Modestly Undervalued. The stock's GF Value™ is $477.07, compared to a current price of $370.67 — trading 22.3% below its estimated fair value. The current Insider Ownership is 4.68 %. LPL Financial Holdings' overall GF Score™ is 91/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Insider Ownership calculated?
Insider Ownership is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current Insider Ownership is 4.68 % as of Aug. 15, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is LPL Financial Holdings (LPLA) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of $370.67 is trading 22.3% below its estimated GF Value™ of $477.07. GuruFocus considers LPL Financial Holdings to be Modestly Undervalued.

Key valuation signals for LPLA:

  • Insider Ownership: 4.68 %
  • GF Value™: $477.07 vs. price of $370.67 (22.3% below fair value)
  • GF Score™: 91/100 with 7 warning signs

No single metric tells the full story. See the LPLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

LPL Financial Holdings Business Description

Address 4707 Executive Drive, San Diego, CA, USA, 92121
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
91GF Score

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Insider Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$370.67
Price
$477.07
GF Value