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LPL Financial Holdings Inc

LPLA

348.400USD

+0.210+0.06%

收盤 11/25, 16:00（美東）報價延遲15分鐘

27.89B總市值

33.47本益比TTM

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LPL Financial Holdings Inc

348.400

+0.210+0.06%

概覽公司財務分析

概覽

公司

財務

分析

關於 LPL Financial Holdings Inc 公司

LPL Financial Holdings Inc. 是一家獨立經紀交易商和投資諮詢公司。該公司爲美國獨立金融顧問和機構金融顧問提供綜合經紀和投資諮詢服務平臺。通過其綜合平臺，該公司提供綜合技術解決方案；經紀和諮詢平臺；清算、合規、業務和規劃及諮詢服務；諮詢實踐管理計劃和培訓以及內部研究。通過其託管和清算平臺，該公司使用專有和第三方技術，提供多樣化金融產品和服務，使其顧問能夠爲散戶投資者提供個性化的金融建議和經紀服務。其產品包括另類投資、年金、交易所交易產品、保險產品、共同基金和退休計劃產品。該公司還提供財富管理解決方案。

LPL Financial Holdings Inc簡介

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公司代碼LPLA

公司名稱LPL Financial Holdings Inc

上市日期Nov 18, 2010

CEOMr. Richard (Rich) Steinmeier

員工數量9000

證券類型Ordinary Share

年結日Nov 18

公司地址4707 Executive Drive

城市SAN DIEGO

上市交易所NASDAQ Global Select Consolidated

國家United States of America

郵編92121

電話18008777210

網址https://lplfinancial.lpl.com/

公司代碼LPLA

上市日期Nov 18, 2010

CEOMr. Richard (Rich) Steinmeier

LPL Financial Holdings Inc公司高管

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名稱

名稱/職務

職務

持股

持股變動

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. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

10.13K

-12.90%

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%

名稱

名稱/職務

職務

持股

持股變動

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. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

10.13K

-12.90%

收入明細

單位: USD更新時間: 3月12日週三

FY2019

業務USD

名稱

營收

佔比

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%

由於公司未披露，未能獲取相關數據

業務

地區

業務USD

名稱

營收

佔比

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%

股東統計

更新時間: 11月17日週一

持股股東

股東類型

持股股東

佔比

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%

持股股東

佔比

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%

股東類型

持股股東

佔比

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%

機構持股

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更新時間: 10月1日週三

報告期間

機構數

持股數

持股佔比

持股變動

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

股東持股明細

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名稱

持股數

佔比

持股變動

變動比例

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

+558.26K

+53.75%

Jun 30, 2025

持股ETF

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更新時間: 11月6日週四

機構名稱

佔比

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%

Argent Mid Cap ETF

佔比3.18%

Gabelli Financial Services Opportunities ETF

佔比2.75%

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

佔比2.69%

Future Fund Long/Short ETF

佔比2.61%

AdvisorShares Gerber Kawasaki ETF

佔比2.4%

Nuveen ESG Mid-Cap Growth ETF

佔比2.34%

PGIM Jennison Focused Mid-Cap ETF

佔比2.33%

Alpha Architect U.S. Quantitative Momentum ETF

佔比2.08%

SPDR S&P Capital Markets ETF

佔比1.68%

Invesco Bloomberg MVP Multi-Factor ETF

佔比1.46%

分紅派息

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近5年累計派現 420.94M 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

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

拆合股

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公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

常見問題

LPL Financial Holdings Inc的前五大股東是誰？

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LPL Financial Holdings Inc的前五大股東如下：
The Vanguard Group, Inc.
持有股份：8.04M
佔總股份比例：10.05%。
Boston Partners
持有股份：3.68M
佔總股份比例：4.60%。
BlackRock Institutional Trust Company, N.A.
持有股份：3.53M
佔總股份比例：4.41%。
Dodge & Cox
持有股份：2.70M
佔總股份比例：3.38%。
MFS Investment Management
持有股份：2.41M
佔總股份比例：3.02%。