LPL Financial Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:7LI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
05 Dec 24	Sell€95,785	Aneri Jambusaria	Individual		305	€314.05
26 Feb 24	Sell€2,798,306	Greg Gates	Individual		11,401	€246.92

Insider Trading Volume

Insider Buying: 7LI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 7LI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	50,954	0.0681%
Individual Insiders	520,514	0.695%
General Public	1,176,120	1.57%
Institutions	73,125,700	97.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.72%	The Vanguard Group, Inc.	7,279,594	€2.3b	1.28%	0.03%
6.35%	BlackRock, Inc.	4,754,404	€1.5b	-10.3%	0.02%
4.4%	FMR LLC	3,298,105	€1.1b	25.5%	0.06%
4.15%	Boston Partners Global Investors, Inc.	3,107,321	€991.6m	64%	0.64%
3.48%	Kayne Anderson Rudnick Investment Management, LLC	2,603,251	€830.7m	0.52%	1.8%
3.38%	Janus Henderson Group plc	2,528,497	€806.9m	-0.54%	0.34%
2.91%	Lone Pine Capital LLC	2,180,137	€695.7m	29.4%	4.39%
2.24%	State Street Global Advisors, Inc.	1,677,093	€535.2m	-1.52%	0.02%
2.2%	WCM Investment Management, LLC	1,649,668	€526.4m	-0.84%	0.82%
2.2%	Samlyn Capital, LLC	1,645,694	€525.1m	37.8%	8.77%
1.92%	Geode Capital Management, LLC	1,436,831	€458.5m	2.6%	0.03%
1.47%	Darlington Partners Capital Management, LP	1,099,736	€350.9m	40.4%	13.21%
1.44%	Eminence Capital, LP	1,078,109	€344.0m	61.1%	4.75%
1.32%	First Trust Advisors LP	991,029	€316.2m	1,010%	0.27%
1.3%	Clarkston Capital Partners, LLC	977,030	€311.8m	-1.57%	6.16%
1.24%	Norges Bank Investment Management	928,886	€296.4m	0%	0.02%
1.21%	TD Asset Management, Inc.	906,613	€289.3m	2.89%	0.22%
1.19%	UBS Asset Management AG	887,892	€283.3m	14.3%	0.03%
1.16%	JP Morgan Asset Management	869,234	€277.4m	21.7%	0.03%
1.15%	Marshall Wace LLP	863,254	€275.5m	0%	0.41%
1.12%	Millennium Management LLC	839,199	€267.8m	89.4%	0.23%
1.07%	Dimensional Fund Advisors LP	800,591	€255.5m	2.38%	0.04%
1.04%	SurgoCap Partners LP	780,721	€249.1m	42.8%	12.53%
1%	Southpoint Capital Advisors LP	750,000	€239.3m	50%	5.73%
0.98%	Toronto-Dominion Bank, Banking Investments	735,561	€234.7m	1.27%	0.37%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 20:03
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

LPL Financial Holdings Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Benjamin Budish	Barclays
Craig Siegenthaler	BofA Global Research
Caydee Blankenship	CFRA Equity Research