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All holdings

LPL Financial Holdings

LPLA

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$1.5bn
Combined value at quarter end
Last quarter
2 bought
2 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q2 ’26 end
$281.68
-6.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-16.7%Q3 ’24
+40.4%Q4 ’24
+0.2%Q1 ’25
+14.6%Q2 ’25
-11.3%Q3 ’25
+7.4%Q4 ’25
-15.8%Q1 ’26
-6.4%Q2 ’26
Q3 ’24: -16.7%; Q4 ’24: +40.4%; Q1 ’25: +0.2%; Q2 ’25: +14.6%; Q3 ’25: -11.3%; Q4 ’25: +7.4%; Q1 ’26: -15.8%; Q2 ’26: -6.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
4Q3 ’24
4Q4 ’24
4Q1 ’25
3Q2 ’25
3Q3 ’25
5Q4 ’25
5Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 4; Q4 ’24: 4; Q1 ’25: 4; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 5; Q1 ’26: 5; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes LPL Financial Holdings.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding LPL Financial Holdings
Markel Group1.2%$158m$158mUnchanged15 qtrs
First Pacific Advisors (FPA)1.1%$90.5m$90.5mAdded +0.2%45 qtrs
Dodge & Cox0.7%$1.3bn$1.3bnAdded +10%8 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of LPL Financial Holdings
Bought or soldFiling
11 Sep 2026Reeping KatharinePrincipal Accounting Officer▼ Sold439.949$347.88$153kForm 4
27 Aug 2026Jambusaria AneriGroup Managing Director▼ Sold308$357.36$110kForm 4
20 Aug 2026Gates GregGroup Managing Director▼ Sold4,119$355.38$1.5mForm 4
31 Jul 2026Enyedi MatthewGroup Managing Director▼ Sold463$352.77$163kForm 4
31 Jul 2026Enyedi MatthewGroup Managing Director▼ Sold296$353.37$105kForm 4
31 Jul 2026Enyedi MatthewGroup Managing Director▼ Sold189$351.06$66kForm 4
31 Jul 2026Enyedi MatthewGroup Managing Director▼ Sold51$354.52$18kForm 4
31 Jul 2026Enyedi MatthewGroup Managing Director▼ Sold1$355.51$0kForm 4

About the company

Sector
Financials · Security & Commodity Brokers, Dealers, Exchanges & Services
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
79m at 30 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$4.1bn2013
$4.3bn2015
$4.3bn2017
$5.6bn2019
$7.7bn2021
$10bn2023
$17bn2025
2013: $4.1bn; 2014: $4.4bn; 2015: $4.3bn; 2016: $4.0bn; 2017: $4.3bn; 2018: $5.2bn; 2019: $5.6bn; 2020: $5.9bn; 2021: $7.7bn; 2022: $8.6bn; 2023: $10bn; 2024: $12bn; 2025: $17bn
LPL Financial Holdings revenue and net income by year
YearRevenueNet income
2025$17bn$863m
2024$12bn$1.1bn
2023$10bn$1.1bn
2022$8.6bn$846m
2021$7.7bn$460m
2020$5.9bn$473m
2019$5.6bn$560m
2018$5.2bn$439m
2017$4.3bn$239m
2016$4.0bn$192m
2015$4.3bn$169m
2014$4.4bn$178m
2013$4.1bn$182m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

In fund portfolios

US-registered funds run by these managers that hold LPL Financial Holdings, from their latest N-PORT filings.

Funds holding LPL Financial Holdings
FPA Crescent FundFirst Pacific Advisors (FPA)0.6%$79.9m30 Jun 2026
Dodge & Cox Global Stock FundDodge & Cox0.5%$66.6m30 Jun 2026