LPLA (LPL Financial Holdings) Institutional Ownership: 113.16% (As of Jul. 11, 2026)


LPLA LPL Financial Holdings Inc LPLA
81 GF Score
Price $316.86
GF Value $465.56
Valuation Significantly Undervalued
! 4 Warning Signs
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What is LPL Financial Holdings Institutional Ownership?

LPL Financial Holdings LPLA +1.81% 81 Institutional Ownership is 113.16% as of Jul. 11, 2026. GuruFocus rates LPLA with a GF Score™ of 81/100 and a GF Value™ of $465.56 (Significantly Undervalued). The stock has 4 warning signs investors should review.

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 113.16%.

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%.

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 Institutional Ownership Historical Data

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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.

LPL Financial Holdings Institutional Ownership Chart

LPL Financial Holdings Historical Data

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

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 73.72 72.99 73.19 77.63 78.01 81.18 79.12 79.15 76.80 76.73
LPLA
81GF Score
LPL Financial Holdings Inc LPLA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings Institutional Ownership Calculation

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

What does a Institutional Ownership of 113.16% mean?
LPL Financial Holdings (LPLA) has a Institutional Ownership of 113.16% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' Institutional Ownership too high?
LPL Financial Holdings' current Institutional Ownership is 113.16%. Overall, LPL Financial Holdings has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Institutional Ownership compare to TW and CRCL?
LPL Financial Holdings' Institutional Ownership of 113.16% 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 Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional 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 Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on LPL Financial Holdings and its competitors. LPL Financial Holdings's current Institutional Ownership is 113.16%. 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 Significantly Undervalued. The stock's GF Value™ is $465.56, compared to a current price of $316.86 — trading 31.9% below its estimated fair value. The current Institutional Ownership is 113.16%. LPL Financial Holdings' overall GF Score™ is 81/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current Institutional Ownership is 113.16% as of Jul. 11, 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 $316.86 is trading 31.9% below its estimated GF Value™ of $465.56. GuruFocus considers LPL Financial Holdings to be Significantly Undervalued.

Key valuation signals for LPLA:

  • Institutional Ownership: 113.16%
  • GF Value™: $465.56 vs. price of $316.86 (31.9% below fair value)
  • GF Score™: 81/100 with 4 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.
81GF Score

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

$316.86
Price
$465.56
GF Value