LPLA
LPL Financial Holdings Inc.
Set alert
283.74 USD +4.20 +1.50%
272.25 Day range 286.60
265.86 52-week range 393.25
- YTD
- -20.56%
- 1 year
- -16.17%
- Open
- 280.27
- Prev close
- 279.54
- Mkt cap
- 22.22B
- Vol
- 2.17M
- Avg vol
- 822.38K
- EPS
- 17.45
- P/E
- 16.26
- Div yield
- 0.43%
More statistics
- Low
- 272.25
- High
- 286.60
- Forward P/E
- 9.50
- Beta
- 0.54
- Short ratio
- 2.51
- Inst. own
- 106.37%
- Dividend
- 1.20
- Ex-div date
- Nov 11, 2026
- Earnings
- Feb 4, 2027
- 50-d avg
- 331.66
- 200-d avg
- 322.98
- 1y target
- 408.44
Ownership
Held by insiders 0.40%
Held by institutions 106.37%
Float held by institutions 106.79%
Institutions 1,063
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 6.01% | 4,732,991 | 1.34B | Jun 29, 2026 |
| Dodge & Cox Inc. | 5.81% | 4,578,679 | 1.30B | Jun 29, 2026 |
| Boston Partners | 5.40% | 4,250,828 | 1.21B | Jun 29, 2026 |
| Jupiter Topco LLC | 5.33% | 4,198,356 | 1.19B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.87% | 3,832,005 | 1.09B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.59% | 3,613,624 | 1.03B | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.83% | 3,017,127 | 856.08M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.22% | 2,538,862 | 720.38M | Jun 29, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.83% | 2,226,526 | 631.75M | Jun 29, 2026 |
| Growth Fund of America | 2.36% | 1,858,056 | 527.20M | Sep 29, 2026 |
| Principal Funds, Inc-MidCap Fund | 2.31% | 1,820,682 | 516.60M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.20% | 1,732,992 | 491.72M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AUDETTE MATTHEW J | President | Sale | Apr 14, 2026 | 19,803 |
| BERNARD EDWARD C | Director | Stock Award(Grant) | Aug 27, 2026 | 16,262 |
| EBERHART H PAULETT | Director | Stock Award(Grant) | Aug 27, 2026 | 17,764 |
| GATES GREG | Officer | Conversion of Exercise of derivative security | Aug 19, 2026 | 23,602 |
| GLAVIN WILLIAM FRANCIS JR | Director | Stock Award(Grant) | Aug 27, 2026 | 26,849 |
| MULCAHY ANNE M | Director | Stock Award(Grant) | May 14, 2026 | 37,431 |
Held by funds
264 US ETFs and mutual funds hold LPLA · largest positions