§ FINANCIAL SERVICES
NASDAQ NMS - GLOBAL MARKET · USD · Financial ServicesLPLA
LPL Financial Holdings Inc
NASDAQ NMS - GLOBAL MARKET · USDSector · Financial ServicesMarket cap · $23.5BBeta · 0.56
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 319.86HIGH 334.35LOW 315.9552W 262.83 — 403.57
EVENTSJUN 30 · EARNINGS +6.0%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
357 increased/new, 308 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 27.2 | P/B | 5.35 |
| EPS (TTM) | 11.01 | Dividend | 0.40% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.0M | 0.0% | −0% |
| Dodge & Cox | 4.1M | 0.7% | +5% |
| Boston Partners | 4.1M | 1.3% | +16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.9M | 0.4% | +4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | n/a | n/a |
| JANUS HENDERSON GROUP PLC | 3.7M | n/a | +9% |
◇ AC INTELLIGENCE
Top institutional owners for LPLA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER39.7% · 605 holders
QUALITY / COMPOUNDER30.2% · 39 holders
DEEP VALUE11.7% · 4 holders
DEALER / BANK10.4% · 60 holders
PASSIVE / INDEX9.8% · 10 holders
INCOME / DEFENSIVE5.4% · 34 holders
TACTICAL / MACRO5.1% · 5 holders
SYSTEMATIC / QUANT0.4% · 10 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LPLA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LPLA yet.