LPLA

LPL Financial Holdings Inc · NASDAQ NMS - GLOBAL MARKET · Financial Services

$297.43+$2.97 (+1.01%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence for LPLA is being prepared.

Key Stats

Open

$294.01

Day High

$299.38

Day Low

$292.52

Prev Close

$294.46

Volume

Avg Volume

—

Day Change

+$2.97

Change %

+1.01%

Fundamentals

P/E

27.2

P/B

5.35

EPS (TTM)

$11.01

Div Yield

0.40%

Market Cap

$23517.15T

52-Wk Range

$262.83 — $403.57

What is P/E? →Stock fundamentals explained →

Earnings History

Insider Activity

Who Owns This Stock

Who Owns LPLA

Other28.7%691 holders

Quality / Compounder26.4%41 holders

Passive / Index20.2%11 holders

Deep Value10.9%5 holders

Dealer / Bank8.4%33 holders

Income / Defensive5.0%20 holders

Tactical / Macro3.8%6 holders

Based on Q4 2025 13F filings + AC behavioral model

814 institutional holders

Top Holders

1.▼Vanguard Grouppassive_index

-2.4%$2658283.1B

2.▲Dodge & Coxdeep_value

+18.6%$1410453.6B

3.▲Capital World Investorsquality_compounder

+37.9%$1294868.8B

4.▲JANUS HENDERSON GROUP PLCquality_compounder

+8.0%$1138818.5B

5.▲MASSACHUSETTS FINANCIAL SERVICES CO /MA/quality_compounder

+15.1%$1073358.0B

6.▼Boston Partnersdeep_value

-4.7%$984852.5B

7.★Lone Pine Capitaltactical_macro

$741109.2B

8.▲BlackRock, Inc.passive_index

$684020.9B

9.★State Streetdealer_bank

$658312.5B

10.▼PRINCIPAL FINANCIAL GROUP INCincome_defensive

-2.4%$657468.2B

11.▲KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCquality_compounder

+213.3%$640261.2B

12.▲BlackRock, Inc.passive_index

$633869.2B

13.▼WCM INVESTMENT MANAGEMENT, LLCquality_compounder

-1.2%$619300.0B

14.▼Geode Capital Managementpassive_index

-0.2%$484961.7B

15.▲ALLIANCEBERNSTEIN L.P.quality_compounder

+112.6%$428369.7B

16.★BARROW HANLEY MEWHINNEY & STRAUSS LLCdeep_value

$425940.2B

17.★NORGES BANKquality_compounder

$371615.7B

18.▲SurgoCap Partners LPother_unclassified

+0.1%$355384.2B

19.▲JPMORGAN CHASE & COdealer_bank

+45.0%$291683.4B

20.★DARLINGTON PARTNERS CAPITAL MANAGEMENT, LPother_unclassified

$279666.3B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(28.7%)

●

—

Quality / Compounder(26.4%)

●

Holds through

Passive / Index(20.2%)

●

Holds

Deep Value(10.9%)

●

Possible buyer

Dealer / Bank(8.4%)

●

Facilitating

Income / Defensive(5.0%)

●

Inflows (flight to yield)

Tactical / Macro(3.8%)

●

Reducing rapidly

Systematic / Quant(0.3%)

●

De-risking (mechanical)

Activist(0.1%)

●

May accumulate

47% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

→Insider ActivityNo insider transactions in last 90 daysSEC Form 4

↑Analyst Consensus16 buy, 5 hold, 0 sellFinnhub

↑↑Inst. Flows750 increased/new, 369 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, Finnhub, AC 13F Analysis

On AcidCapitalist

No recent mentions of LPLA on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.