LPL Financial Holdings Inc
LPLA319.320USD
+3.889+1.23%
Close 04/29, 16:00（ET）Quotes delayed by 15 min
23.84BMarket Cap
22.52P/E TTM
More Details of LPL Financial Holdings Inc Company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
Company Info
Company codeLPLA
Company nameLPL Financial Holdings Inc
IPO dateNov 18, 2010
Founded at2005
CEOMr. Richard (Rich) Steinmeier
Number of employees9000
Security typeOrdinary Share
Fiscal year-endNov 18
Address4707 Executive Drive
CitySAN DIEGO
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code92121
Phone18008777210
Websitehttps://lplfinancial.lpl.com/
Company codeLPLA
IPO dateNov 18, 2010
Founded at2005
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-30.94%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
5.74K
-1.37%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
4.91K
-52.98%
Ms. Sara Dadyar
Ms. Sara Dadyar
Chief Human Resources Officer, Managing Director
Chief Human Resources Officer, Managing Director
1.80K
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Revenue Breakdown
Currency: USDUpdate time: Wed, Mar 12
Currency: USDUpdate time: Wed, Mar 12
FY2019
By BusinessUSD
Name
Revenue
Proportion
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%
Shareholder
Update time: Tue, Apr 29
Update time: Tue, Apr 29
Shareholder Statistics
Type
Shareholder Statistics
Shareholder
Proportion
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
Shareholder Statistics
Shareholder
Proportion
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
Type
Shareholder
Proportion
Investment Advisor/Hedge Fund
36.94%
Investment Advisor
32.53%
Hedge Fund
15.38%
Pension Fund
2.38%
Research Firm
1.90%
Bank and Trust
1.37%
Sovereign Wealth Fund
1.23%
Individual Investor
0.60%
Family Office
0.06%
Other
7.61%
Institutional Shareholding
Update time: Mon, Jan 20
Update time: Mon, Jan 20
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q1
1431
73.77M
92.25%
-4.18M
2024Q4
1478
73.56M
98.63%
-5.28M
2024Q3
1420
73.69M
98.51%
-5.08M
2024Q2
1392
73.47M
98.34%
-6.34M
2024Q1
1358
74.12M
99.20%
-5.45M
2023Q4
1312
72.67M
97.32%
-7.05M
2023Q3
1276
73.83M
97.60%
-7.64M
2023Q2
1251
73.96M
96.49%
-8.10M
2023Q1
1225
76.53M
97.68%
-5.22M
2022Q4
1179
78.17M
98.64%
-3.63M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
7.19M
8.98%
-60.15K
-0.83%
Dec 31, 2024
Boston Partners
3.91M
4.88%
+805.64K
+25.99%
Dec 31, 2024
BlackRock Institutional Trust Company, N.A.
3.56M
4.44%
+42.22K
+1.20%
Dec 31, 2024
Janus Henderson Investors
3.05M
3.81%
+522.03K
+20.65%
Dec 31, 2024
Kayne Anderson Rudnick Investment Management, LLC
2.66M
3.32%
+57.48K
+2.21%
Dec 31, 2024
Fidelity Management & Research Company LLC
2.43M
3.03%
-348.60K
-12.57%
Dec 31, 2024
Lone Pine Capital, L.L.C.
1.92M
2.4%
-257.39K
-11.81%
Dec 31, 2024
State Street Global Advisors (US)
1.67M
2.09%
-6.56K
-0.39%
Dec 31, 2024
WCM Investment Management
1.64M
2.05%
-8.05K
-0.49%
Dec 31, 2024
Samlyn Capital, LLC
1.57M
1.97%
-72.62K
-4.41%
Dec 31, 2024
View more
Related ETFs
Update time: Sun, Apr 6
Update time: Sun, Apr 6
Name
Proportion
Gabelli Financial Services Opportunities ETF
4.05%
Argent Mid Cap ETF
3.72%
Otter Creek Focus Strategy ETF
2.99%
Future Fund Long/Short ETF
2.78%
AdvisorShares Gerber Kawasaki ETF
2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
2.53%
PGIM Jennison Focused Mid-Cap ETF
2.52%
NYLI Winslow Focused Large Cap Growth ETF
2.02%
VanEck Morningstar SMID Moat ETF
1.87%
First Trust Financials AlphaDEX Fund
1.85%
View more
Gabelli Financial Services Opportunities ETF
Proportion4.05%
Argent Mid Cap ETF
Proportion3.72%
Otter Creek Focus Strategy ETF
Proportion2.99%
Future Fund Long/Short ETF
Proportion2.78%
AdvisorShares Gerber Kawasaki ETF
Proportion2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion2.53%
PGIM Jennison Focused Mid-Cap ETF
Proportion2.52%
NYLI Winslow Focused Large Cap Growth ETF
Proportion2.02%
VanEck Morningstar SMID Moat ETF
Proportion1.87%
First Trust Financials AlphaDEX Fund
Proportion1.85%
Dividend
A total of
420.94M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Jan 30, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 25, 2025 going ex on Mar 11, 2025
Mar 11, 2025
Mar 25, 2025
Mar 11, 2025
Oct 31, 2024
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 02, 2024 going ex on Nov 14, 2024
Nov 14, 2024
Dec 02, 2024
Nov 14, 2024
Jul 25, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
May 03, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 04, 2024 going ex on May 20, 2024
May 21, 2024
Jun 04, 2024
May 20, 2024
Feb 06, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 26, 2024 going ex on Mar 11, 2024
Mar 12, 2024
Mar 26, 2024
Mar 11, 2024
Oct 27, 2023
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Nov 27, 2023 going ex on Nov 08, 2023
Nov 09, 2023
Nov 27, 2023
Nov 08, 2023
Jul 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
Apr 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 01, 2023 going ex on May 17, 2023
May 18, 2023
Jun 01, 2023
May 17, 2023
Feb 03, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 28, 2023 going ex on Mar 13, 2023
Mar 14, 2023
Mar 28, 2023
Mar 13, 2023
Oct 27, 2022
LPLA.NB Final Cash Dividend of gross USD 0.25 paid on Nov 28, 2022 going ex on Nov 09, 2022
Nov 10, 2022
Nov 28, 2022
Nov 09, 2022
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data