









市场行情
/
股票
/
nasdaq-lpla
/

LPL投资控股

LPLA

359.820USD

-2.540-0.70%

收盘 01/09, 16:00（美东）报价延迟15分钟

28.80B总市值

33.29市盈率 TTM



LPL投资控股

359.820

-2.540-0.70%

概览公司财务分析

概览

公司

财务

分析

关于 LPL投资控股公司

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

CEOSteinmeier (Richard)

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 OMX - NASDAQ BASIC

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

CEOSteinmeier (Richard)

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

Independent Non-Executive Chairman of the Board

122.81K

+7.00%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+910.00%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

17.05K

-5058.00%

Mr. Richard P. Schifter, J.D.

Independent Director

15.98K

-1131.00%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-62.00%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

9.38K

-750.00%

Mr. Matthew J. (Matt) Audette

President, Chief Financial Officer

8.43K

-3775.00%

Ms. Allison H. Mnookin

Independent Director

5.51K

+2.00%

Ms. Aneri Jambusaria

Managing Director - Wealth Management

5.50K

-80.00%

Mr. Albert J. (Al) Ko

Independent Director

2.57K

+910.00%

名称

名称/职务

职务

持股

持股变动

Mr. James S. Putnam

Independent Non-Executive Chairman of the Board

122.81K

+7.00%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+910.00%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

17.05K

-5058.00%

Mr. Richard P. Schifter, J.D.

Independent Director

15.98K

-1131.00%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-62.00%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

9.38K

-750.00%

收入明细

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

持股股东

股东类型

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

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

45.22%

Investment Advisor/Hedge Fund

35.37%

Hedge Fund

11.75%

Pension Fund

3.18%

Research Firm

2.79%

Bank and Trust

1.53%

Sovereign Wealth Fund

1.41%

Individual Investor

0.53%

Family Office

0.06%

机构持股



更新时间: 1月1日周四

报告期

机构数

持股数

持股占比

持股变动

2025Q4

1517

81.04M

101.25%

-3.55M

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

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.

8.27M

10.33%

+223.33K

+2.78%

Sep 30, 2025

Boston Partners

3.67M

4.58%

-10.16K

-0.28%

Sep 30, 2025

BlackRock Institutional Trust Company, N.A.

3.64M

4.55%

+115.77K

+3.28%

Sep 30, 2025

Dodge & Cox

3.33M

4.16%

+627.55K

+23.23%

Sep 30, 2025

MFS Investment Management

3.20M

3.99%

+783.00K

+32.45%

Sep 30, 2025

Janus Henderson Investors

3.10M

3.87%

+19.67K

+0.64%

Sep 30, 2025

Capital World Investors

2.63M

3.28%

+2.61M

+15960.07%

Sep 30, 2025

Kayne Anderson Rudnick Investment Management, LLC

2.48M

3.1%

-74.84K

-2.93%

Sep 30, 2025

Lone Pine Capital, L.L.C.

2.26M

2.82%

+383.47K

+20.48%

Sep 30, 2025

Principal Global Investors (Equity)

1.97M

2.46%

+373.08K

+23.36%

Sep 30, 2025

持股ETF



更新时间: 12月6日周六

机构名称

占比

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%

Argent Mid Cap ETF

占比3.7%

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

占比3.19%

Future Fund Long/Short ETF

占比3.1%

Gabelli Financial Services Opportunities ETF

占比2.96%

Nuveen ESG Mid-Cap Growth ETF

占比2.66%

AdvisorShares Gerber Kawasaki ETF

占比2.52%

PGIM Jennison Focused Mid-Cap ETF

占比2.4%

ProShares Equities for Rising Rates ETF

占比2.09%

Invesco Bloomberg MVP Multi-Factor ETF

占比2.01%

SPDR S&P Capital Markets ETF

占比1.84%

分红派息



近5年累计派现 341.85M 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

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

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：8.27M，占总股份比例：10.33%。
Boston Partners持有股份：3.67M，占总股份比例：4.58%。
BlackRock Institutional Trust Company, N.A.持有股份：3.64M，占总股份比例：4.55%。
Dodge & Cox持有股份：3.33M，占总股份比例：4.16%。
MFS Investment Management持有股份：3.20M，占总股份比例：3.99%。