Companies / LPL Financial Holdings Inc.

LPL Financial Holdings Inc.

Nasdaq: LPLACIK 1397911SAN DIEGO, CA

Financials · FY2025

Revenue$16.99B
Net income$863.02M
Total debt$7.46B
Cash$1.28B
Diluted EPS$10.92
Shares outstanding78.7M

Ownership

78.7M shares outstanding · as of Jul 30, 2026
0.50%Insiders
Ownership
Insiders0.50%395,084
10%+ / strategic10.73%8,447,117
Institutions101.63%80,021,824
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 19

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Insider% of sharesShares
Putnam James SDirector
0.17%137,291
Schifter Richard PDirector
0.05%39,178
Mulcahy Anne MDirector
0.05%37,431
Glavin William Francis JrDirector
0.03%24,064
Gates GregGroup Managing Director
0.03%20,532
Audette Matthew JPresident and CFO
0.03%19,803
Steinmeier RichardCEOChief Executive Officer
0.02%19,488
Eberhart PaulettDirector
0.02%17,760
Bernard Edward CDirector
0.02%16,259
Thomas Corey E.Director
0.02%14,908

Institutional holders 828

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HolderValue% of shares
Vanguard Group Inc$2.91B10.35%
Dodge & Cox$1.41B5.02%
BlackRock, Inc.$1.33B6.01%
Massachusetts Financial Services Company$1.33B4.72%
Capital World Investors$1.29B4.60%
Boston Partners$1.24B5.25%
Janus Henderson Group PLC$1.10B4.66%
Principal Financial Group Inc$793.16M3.35%
Morgan Stanley$629.79M2.24%
Lone Pine Capital LLC$616.69M2.60%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Feb 25, 2026Steinmeier Richard
CEO
OtherCommon Stock$834.1K-3K
-22.61%
8,962
0.01% of shares
low
Feb 25, 2026Audette Matthew J
Executive
OtherCommon Stock$748.7K-2K
-12.58%
16,339
0.02% of shares
low
Mar 9, 2026Cohen Marc Eliot
Executive
SellCommon Stock$683.0K-2K
-28.73%
5,488
<0.01% of shares
medium
Feb 25, 2026Enyedi Matthew
Executive
OtherCommon Stock$424.5K-1K
-8.66%
14,054
0.02% of shares
low
Feb 25, 2026Gates Greg
Executive
OtherCommon Stock$411.8K-1K
-7.85%
15,183
0.02% of shares
low
Mar 10, 2026Cohen Marc Eliot
Executive
SellCommon Stock$337.0K-1K
-19.83%
4,400
<0.01% of shares
medium
Feb 25, 2026Jambusaria Aneri
Executive
OtherCommon Stock$227.7K-715
-11.10%
5,729
<0.01% of shares
low
Feb 26, 2026Enyedi Matthew
Executive
SellCommon Stock$213.8K-666
-4.40%
14,473
0.02% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Vanguard Capital ManagementPassive13G—4,300,570—
Dodge &amp; CoxPassive13G—4,146,547—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
LPLA——50212V100—