Is LPL Financial Holdings Inc. (LPLA) a Buy, Sell, or Hold?
NASDAQ : LPLA
LPL Financial Holdings Inc. — Institutional Ownership
$328.23 USD
$0.27 (0.08%)
- Volume
- 420.18K
- Average Volume
- 997.06K
- Market Capitalization
- $26.25B
- P/E Ratio
- 29.15
- Dividend Yield
- 0.37%
- Price Target
- $436.00
- Year High
- $403.58
- Year Low
- $260.15
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.11
- Current Ratio
- $24.24
Institutional Ownership Summary
Institutional Ownership %
2.20%
Investors Holding
116
change: -674 | last: 790
Increased Positions
57
change: -316 | last: 373
Reduced Positions
37
change: -232 | last: 269
New Positions
12
change: -80 | last: 92
Sold Positions
665
change: 514 | last: 151
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -115.7453 | last: 1.1575
Total Invested
496.09M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-14 | Dodge & Cox | 4.15M | 5.20% |
| 2026-04-30 | Vanguard Capital Management | 4.3M | 5.36% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-08-07 | The Vanguard Group | 8.04M | 10.05% |
| 2024-10-22 | (1) BlackRock, Inc. | 4.75M | 6.40% |
| 2023-02-03 | (1) BlackRock, Inc. | 6.29M | 7.90% |
| 2022-02-11 | 84-1202943 | 4.11M | 5.10% |
| 2022-02-11 | EIN #00-0000000 | 8.05M | 10.00% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 6.92M | 8.63% |
| 2022-02-04 | Wellington Investment Advisors Holdings LLP | 3.33M | 4.15% |
| 2022-02-04 | Wellington Management Group LLP | 3.33M | 4.15% |
| 2022-02-04 | Wellington Group Holdings LLP | 3.33M | 4.15% |
| 2021-02-11 | EIN #00-0000000 | 8.12M | 10.20% |
| 2021-02-11 | 84-1202943 | 4.11M | 5.20% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 7.69M | 9.70% |
| 2021-02-04 | Wellington Investment Advisors Holdings LLP | 5.75M | 7.25% |
| 2021-02-04 | Wellington Management Group LLP | 5.75M | 7.25% |
| 2021-02-04 | Wellington Management Company LLP | 4.59M | 5.79% |
| 2021-02-04 | Wellington Group Holdings LLP | 5.75M | 7.25% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 9.41M | 11.63% |
| 2018-12-14 | Eli J. Weinberg | - | 0.00% |
| 2018-12-14 | SPO Advisory Partners, L.P. | - | 0.00% |
| 2018-12-14 | San Francisco Partners, L.P. | - | 0.00% |
| 2018-12-14 | SF Advisory Partners, L.P. | - | 0.00% |
| 2018-12-14 | SPO Advisory Corp. | - | 0.00% |
| 2018-12-14 | John H. Scully | - | 0.00% |
| 2018-12-14 | Phoebe Snow Foundation, Inc. | - | 0.00% |
| 2018-12-14 | Ronak R. Gandhi | 120.0 | 0.10% |
| 2018-12-14 | SPO Partners II, L.P. | - | 0.00% |
| 2018-02-14 | FPR Partners, LLC | - | 0.00% |
| 2018-02-14 | Bob Peck | - | 0.00% |
| 2018-02-14 | Andrew Raab | - | 0.00% |
| 2018-02-09 | Fairview Capital Investment Management, LLC | 3.45M | 11.00% |
| 2017-06-12 | PERSON Janus Henderson Group plc EIN #00-0000000 | 9.2M | 11.00% |
| 2017-02-14 | Scott W. Clark | 4.66M | 5.20% |
| 2017-02-14 | Fairview Capital | 4.66M | 5.20% |
| 2017-02-14 | Andrew F. Mathieson | 4.67M | 5.20% |
| 2017-02-14 | FIRST PACIFIC ADVISORS, LLC | 4.59M | 5.10% |
| 2017-02-14 | Fairview Capital Investment Management, LLC | 4.66M | 5.20% |
| 2017-02-14 | Bob Peck | 7.97M | 8.90% |
| 2017-02-14 | Andrew Raab | 7.97M | 8.90% |
| 2017-02-14 | FPR Partners, LLC | 7.97M | 8.90% |
| 2017-02-13 | TPG Group Holdings (SBS) Advisors, Inc. | 3.07M | 3.40% |
| 2016-04-15 | Ramsey Jishi | 5.54M | 6.20% |
| 2016-04-15 | Peter Mathieson | 995.26K | 1.10% |
| 2016-04-15 | Scott W. Clark | 5.53M | 6.20% |
| 2016-04-15 | Darlington Partners, L.P. | 4.54M | 5.10% |
| 2016-04-15 | Fairview Capital Investment Management, LLC | 5.53M | 6.20% |
| 2016-04-15 | Fairview Capital | 5.53M | 6.20% |
| 2016-04-15 | Andrew F. Mathieson | 5.54M | 6.20% |
| 2016-02-16 | FPR Partners, LLC | 11.83M | 12.40% |
| 2016-02-16 | David Bonderman | 8.78M | 9.80% |
| 2016-02-16 | Andrew Raab | 11.83M | 12.40% |
| 2016-02-16 | TPG Group Holdings (SBS) Advisors, Inc. | 8.57M | 9.60% |
| 2016-02-16 | Bob Peck | 11.83M | 12.40% |
| 2016-02-16 | James G. Coulter | 8.59M | 9.60% |
| 2016-01-14 | MARCATO II, L.P. | 85238.0 | 0.10% |
| 2016-01-14 | MARCATO INTERNATIONAL MASTER FUND, LTD. | 3.21M | 3.60% |
| 2016-01-14 | MARCATO CAPITAL MANAGEMENT LP | 4.39M | 4.90% |
| 2016-01-14 | RICHARD T. MCGUIRE III | 4.39M | 4.90% |
| 2016-01-14 | MARCATO, L.P. | 1.1M | 1.20% |
| 2015-02-17 | Lone Pine Capital LLC | - | 0.00% |
| 2015-02-17 | Stephen F. Mandel, Jr. | - | 0.00% |
| 2015-02-13 | David Bonderman | 13.1M | 13.30% |
| 2015-02-13 | TPG Group Holdings (SBS) Advisors, Inc. | 12.89M | 13.00% |
| 2015-02-13 | G. Coulter | 12.91M | 13.10% |
| 2014-12-22 | Sparinvest Fondsmaeglerselskab A/S | 2.73M | 4.69% |
| 2014-02-14 | 04-2683227 | 8.37M | 8.23% |
| 2014-02-14 | FPR Partners, LLC | 7.66M | 7.50% |
| 2014-02-14 | James G. Coulter | 16.71M | 16.40% |
| 2014-02-14 | ( | 16.71M | 16.40% |
| 2014-02-14 | TPG Group Holdings (SBS) Advisors, Inc. | 16.71M | 16.40% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-13 | 10. | - | 0.00% |
| 2014-02-07 | Lone Pine Capital LLC | 6.52M | 6.40% |
| 2014-02-07 | Stephen F. Mandel, Jr. | 6.52M | 6.40% |
| 2013-02-14 | James G. Coulter | 26.96M | 24.80% |
| 2013-02-14 | TPG Group Holdings (SBS) Advisors, Inc. | 26.96M | 24.80% |
| 2013-02-14 | David Bonderman | 26.96M | 24.80% |
| 2013-02-11 | Hellman & Friedman Capital Partners V, L.P. | 16.59M | 15.60% |
| 2013-02-11 | Hellman & Friedman Capital Partners V (Parallel), L.P. | 2.27M | 2.10% |
| 2013-02-11 | Hellman & Friedman Capital Associates V, L.P. | 9436.0 | 0.00% |
| 2013-02-11 | Hellman & Friedman LP | 9850.0 | 0.00% |
| 2013-02-11 | Hellman & Friedman Investors V, L.P. | 18.86M | 17.70% |
| 2013-02-11 | Hellman & Friedman LLC | 18.88M | 17.80% |
LPLA Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $357.17 | 78.68M | $28.1B | $1.04B | $7.26B | $34.32B |
| 2024-12-31 | $326.51 | 74.71M | $24.39B | $967.08M | $5.75B | $29.18B |
| 2023-12-31 | $227.62 | 76.81M | $17.48B | $465.67M | $3.96B | $20.98B |
| 2022-12-31 | $216.17 | 79.8M | $17.25B | $847.52M | $2.95B | $19.35B |
| 2021-12-31 | $160.09 | 80M | $12.81B | $495.25M | $3.05B | $15.36B |
| 2020-12-31 | $104.22 | 79.24M | $8.26B | $808.61M | $2.59B | $10.04B |
| 2019-12-31 | $92.25 | 82.55M | $7.62B | $590.21M | $2.65B | $9.67B |
| 2018-12-31 | $61.08 | 88.12M | $5.38B | $511.1M | $2.48B | $7.35B |
| 2017-12-31 | $57.14 | 90M | $5.14B | $811.14M | $2.49B | $6.82B |
| 2016-12-31 | $35.21 | 89.07M | $3.14B | $747.71M | $2.28B | $4.67B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300.83 | 80.11M | $24.1B | $2.91B | $7.89B | $29.09B |
| 2025-12-31 | $357.17 | 80.05M | $28.59B | $1.04B | $7.26B | $34.81B |
| 2025-09-30 | $332.69 | 80.02M | $26.62B | $1.34B | $7.71B | $32.98B |
| 2025-06-30 | $374.97 | 77.31M | $28.99B | $4.19B | $7.34B | $32.14B |
| 2025-03-31 | $327.14 | 74.6M | $24.4B | $1.23B | $5.96B | $29.13B |
| 2024-12-31 | $326.51 | 74.78M | $24.42B | $967.08M | $5.75B | $29.2B |
| 2024-09-30 | $232.63 | 74.78M | $17.4B | $1.47B | $4.68B | $20.6B |
| 2024-06-30 | $282.10 | 74.72M | $21.08B | $1.32B | $4.67B | $24.43B |
| 2024-03-31 | $266.36 | 74.56M | $19.86B | $1.1B | $4.08B | $22.84B |
| 2023-12-31 | $227.62 | 75.23M | $17.12B | $465.67M | $3.96B | $20.62B |
| 2023-09-30 | $237.65 | 76.06M | $18.08B | $799.21M | $3.36B | $20.63B |
| 2023-06-30 | $217.43 | 77.23M | $16.79B | $761.19M | $3.23B | $19.26B |