LPL Financial Holdings Inc
LPLA362.460USD
+9.720+2.76%
Handelsschluss 12/19, 16:00（ET）Kurse um 15 Minuten verzögert
29.01BMarktkapitalisierung
33.53KGV TTM
mehr Informationen über LPL Financial Holdings Inc Unternehmen
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.
LPL Financial Holdings Inc Informationen
BörsenkürzelLPLA
Name des UnternehmensLPL Financial Holdings Inc
IPO-datumNov 18, 2010
CEOSteinmeier (Richard)
Anzahl der mitarbeiter9000
WertpapierartOrdinary Share
GeschäftsjahresendeNov 18
Addresse4707 Executive Drive
StadtSAN DIEGO
BörseNASDAQ OMX - NASDAQ BASIC
LandUnited States of America
Postleitzahl92121
Telefon18008777210
Websitehttps://lplfinancial.lpl.com/
BörsenkürzelLPLA
IPO-datumNov 18, 2010
CEOSteinmeier (Richard)
Führungskräfte von LPL Financial Holdings Inc
Name
Name/Position
Position
Aktienbesitz
Veränderung
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+2.57%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
17.13K
+0.08%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
17.05K
-22.87%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
9.38K
-7.40%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-30.94%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
5.51K
+0.04%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
5.50K
-1.43%
Mr. Albert J. (Al) Ko
Mr. Albert J. (Al) Ko
Independent Director
Independent Director
2.57K
+54.95%
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Name
Name/Position
Position
Aktienbesitz
Veränderung
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+2.57%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
17.13K
+0.08%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
17.05K
-22.87%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
9.38K
-7.40%
Umsatzaufteilung
Währung: USDAktualisiert: Wed, Mar 12
Währung: USDAktualisiert: Wed, Mar 12
FY2019
Nach GeschäftsbereichUSD
Name
Umsatz
Anteil
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%
Relevante Daten wurden vom Unternehmen noch nicht offengelegt.
Nach Geschäftsbereich
Nach Region
Nach GeschäftsbereichUSD
Name
Umsatz
Anteil
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%
Aktionärsstatistik
Aktualisiert: Mon, Nov 17
Aktualisiert: Mon, Nov 17
Aktionäre
Aktionärstypen
Aktionäre
Aktionäre
Anteil
The Vanguard Group, Inc.
10.33%
Boston Partners
4.58%
BlackRock Institutional Trust Company, N.A.
4.55%
Dodge & Cox
4.16%
MFS Investment Management
3.99%
Andere
72.38%
Aktionäre
Aktionäre
Anteil
The Vanguard Group, Inc.
10.33%
Boston Partners
4.58%
BlackRock Institutional Trust Company, N.A.
4.55%
Dodge & Cox
4.16%
MFS Investment Management
3.99%
Andere
72.38%
Aktionärstypen
Aktionäre
Anteil
Investment Advisor
45.26%
Investment Advisor/Hedge Fund
35.36%
Hedge Fund
11.75%
Pension Fund
3.13%
Research Firm
2.79%
Bank and Trust
1.52%
Sovereign Wealth Fund
1.41%
Individual Investor
0.53%
Family Office
0.06%
Institutionelle Beteiligung
Aktualisiert: Wed, Oct 1
Aktualisiert: Wed, Oct 1
Berichtszeitraum
Anzahl der Institutionen
Gehaltenen Aktien
Anteil
Veränderung
2025Q3
1516
81.75M
102.14%
-2.21M
2025Q2
1492
82.27M
103.50%
+3.72M
2025Q1
1532
80.52M
100.85%
+3.23M
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
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Aktionärsaktivitäten
Name
Gehaltenen Aktien
Anteil
Veränderung
Änderung%
Datum
The Vanguard Group, Inc.
8.04M
10.05%
+92.82K
+1.17%
Jul 31, 2025
Boston Partners
3.68M
4.6%
+165.20K
+4.70%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
3.53M
4.41%
+12.82K
+0.36%
Jun 30, 2025
Dodge & Cox
2.70M
3.38%
+1.18M
+77.34%
Jun 30, 2025
MFS Investment Management
2.41M
3.02%
+902.40K
+59.74%
Jun 30, 2025
Janus Henderson Investors
3.08M
3.85%
+11.32K
+0.37%
Jun 30, 2025
Kayne Anderson Rudnick Investment Management, LLC
2.56M
3.2%
-124.16K
-4.63%
Jun 30, 2025
Lone Pine Capital, L.L.C.
1.87M
2.34%
+108.23K
+6.14%
Jun 30, 2025
Principal Global Investors (Equity)
1.60M
2%
+558.26K
+53.75%
Jun 30, 2025
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Verbundene ETFs
Aktualisiert: Sat, Dec 6
Aktualisiert: Sat, Dec 6
Name
Anteil
Argent Mid Cap ETF
3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
3.19%
Future Fund Long/Short ETF
3.1%
Gabelli Financial Services Opportunities ETF
2.96%
Nuveen ESG Mid-Cap Growth ETF
2.66%
AdvisorShares Gerber Kawasaki ETF
2.52%
PGIM Jennison Focused Mid-Cap ETF
2.4%
ProShares Equities for Rising Rates ETF
2.09%
Invesco Bloomberg MVP Multi-Factor ETF
2.01%
SPDR S&P Capital Markets ETF
1.84%
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Argent Mid Cap ETF
Anteil3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Anteil3.19%
Future Fund Long/Short ETF
Anteil3.1%
Gabelli Financial Services Opportunities ETF
Anteil2.96%
Nuveen ESG Mid-Cap Growth ETF
Anteil2.66%
AdvisorShares Gerber Kawasaki ETF
Anteil2.52%
PGIM Jennison Focused Mid-Cap ETF
Anteil2.4%
ProShares Equities for Rising Rates ETF
Anteil2.09%
Invesco Bloomberg MVP Multi-Factor ETF
Anteil2.01%
SPDR S&P Capital Markets ETF
Anteil1.84%
Dividende
In den vergangenen 5 Jahren wurden insgesamt
420.94M
USD an Dividenden ausgeschüttet.
Datum
Dividende
Stichtag für die Aktienregistrierung
Zahltag
Ex-Dividendentag
Oct 30, 2025
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 01, 2025 going ex on Nov 13, 2025
Nov 13, 2025
Dec 01, 2025
Nov 13, 2025
Jul 31, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 29, 2025 going ex on Aug 15, 2025
Aug 15, 2025
Aug 29, 2025
Aug 15, 2025
May 08, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 12, 2025 going ex on May 30, 2025
May 30, 2025
Jun 12, 2025
May 30, 2025
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
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Aktien-Split
Datum
Art
Verhältnis
Keine Daten
Datum
Art
Verhältnis
Keine Daten
Häufig gestellte Fragen
Wer sind die fünf größten Anteilseigner von LPL Financial Holdings Inc?
Die fünf größten Anteilseigner von LPL Financial Holdings Inc sind:
The Vanguard Group, Inc. hält 8.04M Aktien, was 10.05% der Gesamtaktien entspricht.
Boston Partners hält 3.68M Aktien, was 4.60% der Gesamtaktien entspricht.
BlackRock Institutional Trust Company, N.A. hält 3.53M Aktien, was 4.41% der Gesamtaktien entspricht.
Dodge & Cox hält 2.70M Aktien, was 3.38% der Gesamtaktien entspricht.
MFS Investment Management hält 2.41M Aktien, was 3.02% der Gesamtaktien entspricht.
The Vanguard Group, Inc. hält 8.04M Aktien, was 10.05% der Gesamtaktien entspricht.
Boston Partners hält 3.68M Aktien, was 4.60% der Gesamtaktien entspricht.
BlackRock Institutional Trust Company, N.A. hält 3.53M Aktien, was 4.41% der Gesamtaktien entspricht.
Dodge & Cox hält 2.70M Aktien, was 3.38% der Gesamtaktien entspricht.
MFS Investment Management hält 2.41M Aktien, was 3.02% der Gesamtaktien entspricht.
Was sind die drei wichtigsten Anteilseigner-Typen von LPL Financial Holdings Inc?
Die drei wichtigsten Anteilseigner-Typen von LPL Financial Holdings Inc sind:
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
Wie viele Institutionen halten Anteile an LPL Financial Holdings Inc (LPLA)?
Mit Stand vom 2025Q3 halten 1516 Institutionen Anteile an LPL Financial Holdings Inc, mit einem Gesamtmarktwert von etwa 81.75M, was 102.14% der Gesamtanteile entspricht. Im Vergleich zum 2025Q2 ist der institutionelle Aktienbesitz um -1.37% gestiegen.
Was ist die größte Einnahmequelle von LPL Financial Holdings Inc?
Am FY2019 erzielte das Geschäft mit Annuities für LPL Financial Holdings Inc den höchsten Umsatz in Höhe von 1.00B, was 52.89% des Gesamtumsatzes entspricht.
