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LPL Financial Holdings Inc

LPLA
348.400USD
+0.210+0.06%
終値 11/25, 16:00ET15分遅れの株価
27.89B時価総額
33.47直近12ヶ月PER

LPL Financial Holdings Inc

348.400
+0.210+0.06%

詳細情報 LPL Financial Holdings Inc 企業名

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の企業情報

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
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

LPL Financial Holdings Incの経営陣

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
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.80K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+2.57%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
17.11K
+0.08%
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
10.13K
-12.90%
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
5.58K
-1.41%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
5.51K
+0.04%
Mr. Albert J. (Al) Ko
Mr. Albert J. (Al) Ko
Independent Director
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
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.80K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+2.57%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
17.11K
+0.08%
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
10.13K
-12.90%

収益内訳

通貨: USD更新時刻: Wed, Mar 12
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%
会社から関連データがまだ開示されていません。
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: Mon, Nov 17
更新時刻: Mon, Nov 17
株主統計
種類
株主統計
株主統計
比率
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%
他の
72.38%
株主統計
株主統計
比率
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%
他の
72.38%
種類
株主統計
比率
Investment Advisor
45.17%
Investment Advisor/Hedge Fund
35.33%
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%

機関投資家保有株

更新時刻: Wed, Oct 1
更新時刻: Wed, Oct 1
報告期間
機関投資家数
保有株式数
比率
変動額
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
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.
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
詳細を見る

関連ETF

更新時刻: Thu, Nov 6
更新時刻: Thu, Nov 6
銘柄名
比率
Argent Mid Cap ETF
3.18%
Gabelli Financial Services Opportunities ETF
2.75%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
2.69%
Future Fund Long/Short ETF
2.61%
AdvisorShares Gerber Kawasaki ETF
2.4%
Nuveen ESG Mid-Cap Growth ETF
2.34%
PGIM Jennison Focused Mid-Cap ETF
2.33%
Alpha Architect U.S. Quantitative Momentum ETF
2.08%
SPDR S&P Capital Markets ETF
1.68%
Invesco Bloomberg MVP Multi-Factor ETF
1.46%
詳細を見る
Argent Mid Cap ETF
比率3.18%
Gabelli Financial Services Opportunities ETF
比率2.75%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
比率2.69%
Future Fund Long/Short ETF
比率2.61%
AdvisorShares Gerber Kawasaki ETF
比率2.4%
Nuveen ESG Mid-Cap Growth ETF
比率2.34%
PGIM Jennison Focused Mid-Cap ETF
比率2.33%
Alpha Architect U.S. Quantitative Momentum ETF
比率2.08%
SPDR S&P Capital Markets ETF
比率1.68%
Invesco Bloomberg MVP Multi-Factor ETF
比率1.46%

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

よくある質問

LPL Financial Holdings Incの上位5名の株主は誰ですか?

LPL Financial Holdings Incの上位5名の株主は以下のとおりです。
The Vanguard Group, Inc.は8.04M株を保有しており、これは全体の10.05%に相当します。
Boston Partnersは3.68M株を保有しており、これは全体の4.60%に相当します。
BlackRock Institutional Trust Company, N.A.は3.53M株を保有しており、これは全体の4.41%に相当します。
Dodge & Coxは2.70M株を保有しており、これは全体の3.38%に相当します。
MFS Investment Managementは2.41M株を保有しており、これは全体の3.02%に相当します。

LPL Financial Holdings Incの株主タイプ上位3種は何ですか?

LPL Financial Holdings Incの株主タイプ上位3種は、
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.

LPL Financial Holdings Inc(LPLA)の株式を保有している機関の数はいくつですか?

2025Q3時点で、LPL Financial Holdings Incの株式を保有している機関は1516社あり、保有株式の総市場価値は約81.75Mで、全体の102.14%を占めています。2025Q2と比較して、機関の持ち株は-1.37%増加しています。

LPL Financial Holdings Incの最大の収益源は何ですか?

FY2019において、Annuities部門がLPL Financial Holdings Incにとって最大の収益を生み出しており、その金額は1.00Bで、全収益の52.89%を占めています。
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