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Equity · Financial Services

LPLA

LPL Financial Holdings Inc. · NasdaqGS

$325 −1.81% 1D Finazon · prior-day close · Jul 17, 2026
Price · Chart
Our own end-of-day closes 25 sessions
$340 $260 11 Jun 17 Jul

The line runs $285 on 11 June through $325 on 17 July, on a scale from $260 to $340. Days the market did not trade hold the previous close, flat.

Track this symbol on TradingView

The chart above plots the price of LPLA over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 25 sessions over that window: $285 on 11 June 2026 through $325 on 17 July 2026.

Market cap $25.6B
P/E (TTM) 26.6
52-week range $266 – $398.91
Avg volume 294.5K

Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Sep 9, 2026

LPLA insider trades

SEC Form 4 · last 90 days · newest reported trade 27 Aug 2026
Open-market buys 0
Open-market sells 4
Net sold $2.02M
Non-trade filings 12
Date Insider Type Shares Value
27 Aug 2026 Jambusaria Aneri Group Managing Director Sell 308 $110K
20 Aug 2026 Gates Greg Group Managing Director Sell 4,119 $1.46M
31 Jul 2026 Enyedi Matthew Group Managing Director Sell 1,000 $353K
17 Jun 2026 Jambusaria Aneri Group Managing Director Sell 308 $94K

Compensation mechanics Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.

Date Insider Type Shares Value
05 Sep 2026 Field Emily Group Managing Director Tax withheld 106 $38K
28 Aug 2026 BERNARD EDWARD C Director Award 3
28 Aug 2026 EBERHART PAULETT Director Award 4
28 Aug 2026 Glavin William Francis Jr Director Award 10
28 Aug 2026 Mnookin Allison Director Award 2
28 Aug 2026 Putnam James S Director Award 7
28 Aug 2026 SCHIFTER RICHARD P Director Award 14
28 Aug 2026 Thomas Corey E. Director Award 4
20 Aug 2026 Gates Greg Group Managing Director Option exercise 7,189 $557K
03 Aug 2026 Putnam James S Director Gift 2,000
12 Jun 2026 Cohen Marc Eliot Group Managing Director Tax withheld 44 $13K
12 Jun 2026 Gates Greg Group Managing Director Tax withheld 232 $69K

LPLA reported financials

SEC EDGAR XBRL

LPLA reported revenue of $17.0B for the fiscal year ended 31 Dec 2025. Net income over the same period was $863.0M.

Figure Reported Period
Revenue $17.0B 31 Dec 2025 fiscal year
Net income $863.0M 31 Dec 2025 fiscal year
Diluted EPS $10.92 31 Dec 2025 fiscal year
Total assets $19.8B 30 Jun 2026 at period end
Total equity $5.8B 30 Jun 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 30 Jun 2026

LPLA earnings

SEC EDGAR
Date Period EPS Revenue
30 Jun 2026 Q2 2026 $4.74 $5.19B
31 Mar 2026 Q1 2026 $4.43 $4.94B
31 Dec 2025 FY 2025 $10.92 $16.99B
30 Sep 2025 Q3 2025 $-0.37 $4.55B
30 Jun 2025 Q2 2025 $3.40 $3.84B
31 Mar 2025 Q1 2025 $4.24 $3.67B
31 Dec 2024 FY 2024 $14.03 $12.39B
30 Sep 2024 Q3 2024 $3.39 $3.11B

Next report no date announced in SEC filings yet

Reported figures & scheduled dates · SEC EDGAR filings

LPLA institutional holders

SEC Form 13F

11 of the 45 institutional funds we track reported a LPLA position for the quarter ended 30 Jun 2026 — a combined $1.1B; the latest of those filings landed 02 Sep 2026.

Fund Action Shares Value
Lone Pine Capital Trimmed −40.5% shares 1,219,099 $343.4M
Marshall Wace New position 975,627 $274.8M
Citadel Advisors Trimmed −30.4% shares 642,765 $181.1M
Point72 Asset Management Added +901.8% shares 507,345 $142.9M
Millennium Management Trimmed −76.8% shares 206,159 $58.1M
Balyasny Asset Management New position 161,641 $45.5M
Renaissance Technologies Added +25.8% shares 151,660 $42.7M
Man Group Added +197.4% shares 35,153 $9.9M
AQR Capital Management Held (±25%) +4.8% shares 34,500 $9.7M
Tudor Investment Corp New position 9,632 $2.7M

Showing the 10 largest of 11 reported positions. The figures above count all of them.

Source: SEC EDGAR 13F filings

LPLA fails-to-deliver

SEC CNS data

On 06 Aug 2026, 1 shares of LPLA failed to deliver (about $360).

Settlement date Shares failed Notional % of shares out
06 Aug 2026 1 $360 <0.001%
03 Aug 2026 8 $3K <0.001%

Source: SEC fails-to-deliver (CNS) data

Congressional trades in LPLA

STOCK Act disclosures

The most recent congressional trade disclosed in LPLA is a purchase by Gilbert Ray Cisneros, Jr. (house, CA), dated 11 Jun 2026.

Date Member Type Amount
11 Jun 2026 filed 02 Jul 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Purchase $1K–$15K
19 May 2026 filed 08 Jun 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Purchase $1K–$15K
14 May 2026 filed 08 Jun 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Purchase $1K–$15K
06 Apr 2026 filed 08 May 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Purchase $1K–$15K
27 Mar 2026 filed 07 Apr 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Purchase $1K–$15K

Source: U.S. House of Representatives financial disclosures