LPL Financial Holdings Inc

詳細情報企業名

企業情報

企業コードLPLA

会社名LPL Financial Holdings Inc

上場日Nov 18, 2010

最高経営責任者「CEO」Mr. Richard (Rich) Steinmeier

従業員数9000

証券種類Ordinary Share

決算期末Nov 18

本社所在地4707 Executive Drive

都市SAN DIEGO

証券取引所NASDAQ Global Select Consolidated

国United States of America

郵便番号92121

電話番号18008777210

ウェブサイトhttps://lplfinancial.lpl.com/

企業コードLPLA

上場日Nov 18, 2010

最高経営責任者「CEO」Mr. Richard (Rich) Steinmeier

役員一覧

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. James S. Putnam

Independent Non-Executive Chairman of the Board

122.80K

+0.01%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+2.57%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

22.11K

-17.26%

Mr. Richard P. Schifter, J.D.

Independent Director

17.11K

+0.08%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

12.38K

-10.81%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

Mr. Matthew J. (Matt) Audette

President, Chief Financial Officer

8.43K

-30.94%

Ms. Aneri Jambusaria

Managing Director - Wealth Management

5.58K

-1.41%

Ms. Allison H. Mnookin

Independent Director

5.51K

+0.04%

Mr. Albert J. (Al) Ko

Independent Director

2.57K

+54.95%

詳細を見る

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. James S. Putnam

Independent Non-Executive Chairman of the Board

122.80K

+0.01%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+2.57%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

22.11K

-17.26%

Mr. Richard P. Schifter, J.D.

Independent Director

17.11K

+0.08%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

12.38K

-10.81%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

収益内訳

通貨: USD更新時刻: Wed, Mar 12

FY2019

事業別USD

会社名

収益

比率

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%

データなし

事業別

地域別

事業別USD

会社名

収益

比率

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%

株主

更新時刻: Sat, Aug 16

株主統計

種類

株主統計

比率

The Vanguard Group, Inc.

10.05%

Boston Partners

4.60%

BlackRock Institutional Trust Company, N.A.

4.41%

Janus Henderson Investors

3.85%

Dodge & Cox

3.38%

他の

73.72%

株主統計

比率

The Vanguard Group, Inc.

10.05%

Boston Partners

4.60%

BlackRock Institutional Trust Company, N.A.

4.41%

Janus Henderson Investors

3.85%

Dodge & Cox

3.38%

他の

73.72%

種類

株主統計

比率

Investment Advisor

45.54%

Investment Advisor/Hedge Fund

36.41%

Hedge Fund

10.87%

Pension Fund

2.50%

Research Firm

2.39%

Bank and Trust

1.54%

Sovereign Wealth Fund

1.41%

Individual Investor

0.54%

Insurance Company

0.14%

機関投資家保有株

更新時刻: Tue, Jul 1

報告期間

機関投資家数

保有株式数

比率

変動額

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

2023Q1

1225

76.53M

97.68%

-5.22M

詳細を見る

株主動向

会社名

保有株式数

比率

変動額

変動率

日付

The Vanguard Group, Inc.

7.34M

9.18%

+154.03K

+2.14%

Mar 31, 2025

Boston Partners

3.51M

4.39%

-391.26K

-10.02%

Mar 31, 2025

BlackRock Institutional Trust Company, N.A.

3.51M

4.39%

-43.28K

-1.22%

Mar 31, 2025

Janus Henderson Investors

3.07M

3.83%

+15.82K

+0.52%

Mar 31, 2025

Dodge & Cox

1.52M

1.9%

+1.05M

+224.07%

Mar 31, 2025

Kayne Anderson Rudnick Investment Management, LLC

2.68M

3.35%

+20.88K

+0.78%

Mar 31, 2025

MFS Investment Management

1.51M

1.89%

+396.85K

+35.64%

Mar 31, 2025

Fidelity Management & Research Company LLC

2.68M

3.36%

+257.80K

+10.63%

Mar 31, 2025

Lone Pine Capital, L.L.C.

1.76M

2.21%

-158.73K

-8.26%

Mar 31, 2025

WCM Investment Management

1.64M

2.04%

-6.26K

-0.38%

Mar 31, 2025

詳細を見る

関連ETF

更新時刻: Sat, Sep 6

銘柄名

比率

Otter Creek Focus Strategy ETF

5.1%

Virtus KAR Mid-Cap ETF

3.78%

Argent Mid Cap ETF

3.6%

AdvisorShares Gerber Kawasaki ETF

3.3%

Gabelli Financial Services Opportunities ETF

3.1%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

2.94%

Future Fund Long/Short ETF

2.78%

NYLI Winslow Focused Large Cap Growth ETF

2.58%

PGIM Jennison Focused Mid-Cap ETF

2.56%

Nuveen ESG Mid-Cap Growth ETF

2.56%

詳細を見る

Otter Creek Focus Strategy ETF

比率5.1%

Virtus KAR Mid-Cap ETF

比率3.78%

Argent Mid Cap ETF

比率3.6%

AdvisorShares Gerber Kawasaki ETF

比率3.3%

Gabelli Financial Services Opportunities ETF

比率3.1%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

比率2.94%

Future Fund Long/Short ETF

比率2.78%

NYLI Winslow Focused Large Cap Growth ETF

比率2.58%

PGIM Jennison Focused Mid-Cap ETF

比率2.56%

Nuveen ESG Mid-Cap Growth ETF

比率2.56%

配当金

過去5年間の配当金総支払額は 420.94M 米ドルである。

日付

配当金

権利確定日

支払日

配当落ち日

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

詳細を見る

株式分割

日付

種類

比率

データなし

日付

種類

比率

データなし

340.520USD

LPL Financial Holdings Inc

340.520

概要

企業名

金融

分析