LPL投资控股
LPLA348.400USD
+0.210+0.06%
收盘 11/25, 16:00（美东）报价延迟15分钟
27.89B总市值
33.47市盈率 TTM
关于 LPL投资控股 公司
LPL投资控股. 是一家独立经纪交易商和投资咨询公司。该公司为美国独立金融顾问和机构金融顾问提供综合经纪和投资咨询服务平台。通过其综合平台，该公司提供综合技术解决方案；经纪和咨询平台；清算、合规、业务和规划及咨询服务；咨询实践管理计划和培训以及内部研究。通过其托管和清算平台，该公司使用专有和第三方技术，提供多样化金融产品和服务，使其顾问能够为散户投资者提供个性化的金融建议和经纪服务。其产品包括另类投资、年金、交易所交易产品、保险产品、共同基金和退休计划产品。该公司还提供财富管理解决方案。
LPL投资控股简介
公司代码LPLA
公司名称LPL Financial Holdings Inc
上市日期Nov 18, 2010
CEOMr. Richard (Rich) Steinmeier
员工数量9000
证券类型Ordinary Share
年结日Nov 18
公司地址4707 Executive Drive
城市SAN DIEGO
上市交易所NASDAQ Global Select Consolidated
国家United States of America
邮编92121
电话18008777210
网址https://lplfinancial.lpl.com/
公司代码LPLA
上市日期Nov 18, 2010
CEOMr. Richard (Rich) Steinmeier
LPL投资控股公司高管
名称
名称/职务
职务
持股
持股变动
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%
查看更多
名称
名称/职务
职务
持股
持股变动
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%
收入明细
单位: USD更新时间: 3月12日 周三
单位: USD更新时间: 3月12日 周三
FY2019
业务USD
名称
营收
占比
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%
由于公司未披露，未能获取相关数据
业务
地区
业务USD
名称
营收
占比
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%
股东统计
更新时间: 11月17日 周一
更新时间: 11月17日 周一
持股股东
股东类型
持股股东
持股股东
占比
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%
其他
72.38%
持股股东
持股股东
占比
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%
其他
72.38%
股东类型
持股股东
占比
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%
机构持股
更新时间: 10月1日 周三
更新时间: 10月1日 周三
报告期
机构数
持股数
持股占比
持股变动
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
查看更多
股东持股明细
名称
持股数
占比
持股变动
变动比例
公告日期
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
查看更多
持股ETF
更新时间: 11月6日 周四
更新时间: 11月6日 周四
机构名称
占比
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%
查看更多
Argent Mid Cap ETF
占比3.18%
Gabelli Financial Services Opportunities ETF
占比2.75%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
占比2.69%
Future Fund Long/Short ETF
占比2.61%
AdvisorShares Gerber Kawasaki ETF
占比2.4%
Nuveen ESG Mid-Cap Growth ETF
占比2.34%
PGIM Jennison Focused Mid-Cap ETF
占比2.33%
Alpha Architect U.S. Quantitative Momentum ETF
占比2.08%
SPDR S&P Capital Markets ETF
占比1.68%
Invesco Bloomberg MVP Multi-Factor ETF
占比1.46%
分红派息
近5年累计派现
420.94M
美元
公告日期
分红计划
股权登记日
现金发放日
除权除息日
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
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拆合股
公告日期
类型
比率
暂无数据
公告日期
类型
比率
暂无数据
常见问题
LPL投资控股的前五大股东是谁？
LPL投资控股 的前五大股东如下：
The Vanguard Group, Inc.持有股份：8.04M，占总股份比例：10.05%。
Boston Partners持有股份：3.68M，占总股份比例：4.60%。
BlackRock Institutional Trust Company, N.A.持有股份：3.53M，占总股份比例：4.41%。
Dodge & Cox持有股份：2.70M，占总股份比例：3.38%。
MFS Investment Management持有股份：2.41M，占总股份比例：3.02%。
The Vanguard Group, Inc.持有股份：8.04M，占总股份比例：10.05%。
Boston Partners持有股份：3.68M，占总股份比例：4.60%。
BlackRock Institutional Trust Company, N.A.持有股份：3.53M，占总股份比例：4.41%。
Dodge & Cox持有股份：2.70M，占总股份比例：3.38%。
MFS Investment Management持有股份：2.41M，占总股份比例：3.02%。
LPL投资控股的前三大股东类型是什么？
LPL投资控股 的前三大股东类型分别是：
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Boston Partners
BlackRock Institutional Trust Company, N.A.
有多少机构持有LPL投资控股(LPLA)的股份？
截至2025Q3，共有1516家机构持有LPL投资控股的股份，合计持有的股份价值约为81.75M，占公司总股份的102.14%。与2025Q2相比，机构持股有所增加，增幅为-1.37%。
哪个业务部门对LPL投资控股的收入贡献最大？
在FY2019，Annuities业务部门对LPL投资控股的收入贡献最大，创收1.00B，占总收入的52.89%。
