LPL Financial Holdings Inc
LPLA348.400USD
+0.210+0.06%
Fechamento 11/25, 16:00（ET）Cotações atrasadas em 15 min
27.89BValor de mercado
33.47P/L TTM
Mais detalhes de LPL Financial Holdings Inc Empresa
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.
Informações de LPL Financial Holdings Inc
Código da empresaLPLA
Nome da EmpresaLPL Financial Holdings Inc
Data de listagemNov 18, 2010
CEOMr. Richard (Rich) Steinmeier
Número de funcionários9000
Tipo de títulosOrdinary Share
Fim do ano fiscalNov 18
Endereço4707 Executive Drive
CidadeSAN DIEGO
Bolsa de valoresNASDAQ Global Select Consolidated
PaísUnited States of America
Código postal92121
Telefone18008777210
Sitehttps://lplfinancial.lpl.com/
Código da empresaLPLA
Data de listagemNov 18, 2010
CEOMr. Richard (Rich) Steinmeier
Executivos da empresa LPL Financial Holdings Inc
Nome
Nome/Posição
Posição
Ações detidas
Variação
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%
Ver Mais
Nome
Nome/Posição
Posição
Ações detidas
Variação
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%
Detalhamento da receita
Moeda: USDAtualizado em: qua, 12 de mar
Moeda: USDAtualizado em: qua, 12 de mar
FY2019
Por EmpresaUSD
Nome
Receita
Proporção
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%
Os dados relevantes ainda não foram divulgados pela empresa.
Por Empresa
Por Região
Por EmpresaUSD
Nome
Receita
Proporção
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%
Distribuição de ações
Atualizado em: seg, 17 de nov
Atualizado em: seg, 17 de nov
Investidores
Tipos de investidores
Investidores
Investidores
Proporção
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%
Outro
72.38%
Investidores
Investidores
Proporção
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%
Outro
72.38%
Tipos de investidores
Investidores
Proporção
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%
Participação acionária institucional
Atualizado em: qua, 1 de out
Atualizado em: qua, 1 de out
Período do relatório
N.º de instituições
Ações detidas
Proporção
Variação
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
Ver Mais
Atividade dos acionistas
Nome
Ações detidas
Proporção
Variação
Var. %
Data
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
Ver Mais
ETFs Relacionados
Atualizado em: qui, 6 de nov
Atualizado em: qui, 6 de nov
Nome
Proporção
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%
Ver Mais
Argent Mid Cap ETF
Proporção3.18%
Gabelli Financial Services Opportunities ETF
Proporção2.75%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proporção2.69%
Future Fund Long/Short ETF
Proporção2.61%
AdvisorShares Gerber Kawasaki ETF
Proporção2.4%
Nuveen ESG Mid-Cap Growth ETF
Proporção2.34%
PGIM Jennison Focused Mid-Cap ETF
Proporção2.33%
Alpha Architect U.S. Quantitative Momentum ETF
Proporção2.08%
SPDR S&P Capital Markets ETF
Proporção1.68%
Invesco Bloomberg MVP Multi-Factor ETF
Proporção1.46%
Dividendo
Um total de
420.94M
USD foi distribuído em dividendos nos últimos 5 anos.
Data
Dividendo
Data de registro
Data de pagamento
Data ex-dividendo
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
Ver Mais
Desdobramento de ações
Data
Tipo
Proporção
Sem dados
Data
Tipo
Proporção
Sem dados
Perguntas frequentes
Quem são os cinco principais acionistas de LPL Financial Holdings Inc?
Os cinco principais acionistas de LPL Financial Holdings Inc são:
The Vanguard Group, Inc. detém 8.04M Ações, representando 10.05% do total de Ações.
Boston Partners detém 3.68M Ações, representando 4.60% do total de Ações.
BlackRock Institutional Trust Company, N.A. detém 3.53M Ações, representando 4.41% do total de Ações.
Dodge & Cox detém 2.70M Ações, representando 3.38% do total de Ações.
MFS Investment Management detém 2.41M Ações, representando 3.02% do total de Ações.
The Vanguard Group, Inc. detém 8.04M Ações, representando 10.05% do total de Ações.
Boston Partners detém 3.68M Ações, representando 4.60% do total de Ações.
BlackRock Institutional Trust Company, N.A. detém 3.53M Ações, representando 4.41% do total de Ações.
Dodge & Cox detém 2.70M Ações, representando 3.38% do total de Ações.
MFS Investment Management detém 2.41M Ações, representando 3.02% do total de Ações.
Quais são os três principais tipos de acionistas de LPL Financial Holdings Inc?
Os três principais tipos de acionistas da LPL Financial Holdings Inc são:
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
Quantas instituições possuem ações da LPL Financial Holdings Inc (LPLA)?
Em 2025Q3, 1516 instituições possuíam ações da LPL Financial Holdings Inc, com valor de mercado aproximado de 81.75M, representando 102.14% do total de ações. Em comparação com 2025Q2, a participação institucional aumentou em -1.37%.
Qual é a maior fonte de receita da LPL Financial Holdings Inc?
Em FY2019, o segmento de negócios Annuities gerou a maior receita para LPL Financial Holdings Inc, totalizando 1.00B e representando 52.89% da receita total.
