LPL Financial Holdings Ownership
Who are the major shareholders and have insiders been buying or selling?
Recent Insider Transactions
| Date | Value | Name | Entity | Role | Shares | Max Price |
|---|---|---|---|---|---|---|
| 26 Feb 25 | SellUS$402,435 | Marc Cohen | Individual | 1,100 | US$365.85 | |
| 05 Dec 24 | SellUS$101,242 | Aneri Jambusaria | Individual | 305 | US$331.94 |
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
| Owner Type | Number of Shares | Ownership Percentage |
|---|---|---|
| Private Companies | 5,510 | 0.0068% |
| State or Government | 37,221 | 0.0459% |
| Individual Insiders | 511,330 | 0.631% |
| Institutions | 80,488,699 | 99.3% |
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
| Ownership | Name | Shares | Current Value | Change % | Portfolio % | |
|---|---|---|---|---|---|---|
| 8,043,631 | US$2.7b | 0.71% | 0.03% | |||
| 4,832,052 | US$1.6b | 1.73% | 0.02% | |||
| 3,691,703 | US$1.2b | 4.8% | 0.64% | |||
| 3,077,677 | US$1.0b | 0.37% | 0.38% | |||
| 2,701,709 | US$899.6m | 77.3% | 0.25% | |||
| 2,557,458 | US$851.6m | -4.63% | 1.87% | |||
| 2,442,182 | US$813.2m | 61.1% | 0.17% | |||
| 2,401,994 | US$799.8m | -7.86% | 0.04% | |||
| 1,872,248 | US$623.4m | 6.14% | 4.08% | |||
| 1,730,777 | US$576.3m | 5.84% | 0.78% | |||
| 1,727,166 | US$575.1m | 2.83% | 0.02% | |||
| 1,724,962 | US$574.4m | 10.5% | 0.03% | |||
| 1,599,009 | US$532.5m | 54% | 0.24% | |||
| 1,402,750 | US$467.1m | 46.2% | 0.26% | |||
| 1,215,280 | US$404.7m | -13.3% | 5.74% | |||
| 1,183,069 | US$393.9m | -18.8% | 1.3% | |||
| 1,072,919 | US$357.3m | 14.6% | 0.02% | |||
| 960,305 | US$319.8m | 17.4% | 0.02% | |||
| 881,405 | US$293.5m | -2.76% | 11.67% | |||
| 870,620 | US$289.9m | 1.23% | 0.1% | |||
| 863,989 | US$287.7m | 2.5% | 0.04% | |||
| 832,516 | US$277.2m | -4.45% | 2.74% | |||
| 787,522 | US$262.2m | -12.5% | 0.02% | |||
| 785,737 | US$261.6m | -19.1% | 8.48% | |||
| 782,232 | US$260.5m | -5.77% | 1.05% |
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/09/08 14:26 |
| End of Day Share Price | 2025/09/08 00:00 |
| Earnings | 2025/06/30 |
| Annual Earnings | 2024/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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 Github.
Analyst Sources
LPL Financial Holdings Inc. is covered by 28 analysts. 8 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 |