L LPL Financial Holdings, Inc.
| Market Cap | $23.52B |
| P/E Ratio | 26.89 |
| Forward P/E | 10.14 |
| Dividend Yield | 0.41% |
| Beta | 0.57 |
| 52W Range | $282.36 - $397.96 |
| # Hedge Funds | 7 |
| Sector | Financial Services |
| Industry | Capital Markets |
Hedge Fund Ownership
| Investor 7 | % of Portfolio Weight of this stock in the investor's portfolio | Value Total dollar value of the position | Shares Number of shares held | Activity Portfolio change type: New, Increased, Decreased, or Sold |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 5.44% | $741.11M | 2,074,948 | Reduce 8.01% |
| Daniel Loeb Third Point LLC | 2.50% | $182.16M | 510,000 | Reduce 14.16% |
| Steven Romick First Pacific Advisors | 1.82% | $138.37M | 387,412 | Reduce 12.65% |
| Thomas Gayner Markel Group | 1.59% | $200.00M | 559,951 | Add 1.20% |
| John Armitage Egerton Capital | 0.99% | $91.01M | 254,813 | Buy |
| Dodge & Cox Dodge & Cox | 0.76% | $1.41B | 3,948,970 | Add 18.61% |
| First Eagle Investment Management First Eagle Investment Management | 0.00% | $3.00K | 10 | Buy |
Insider Trading
| Insider Name of the company insider who made the trade 39 | Type Purchase (buy) or Sale (sell) | Shares Number of shares traded | Price Price per share at time of transaction | Value Total dollar value of the transaction | Trade Date Date the transaction was executed | Filing Date Date the SEC filing was submitted |
|---|---|---|---|---|---|---|
| Cohen Marc EliotGroup Managing Director | Sale | 1,088 | $309.72 | $336.98K | 10 Mar 2026 | 09 Mar 2026 |
| Cohen Marc EliotGroup Managing Director | Sale | 2,212 | $308.75 | $682.96K | 09 Mar 2026 | 09 Mar 2026 |
| Jambusaria AneriGroup Managing Director | Sale | 308 | $306.00 | $94.25K | 02 Mar 2026 | 04 Mar 2026 |
| Audette Matthew JPresident and CFO | Sale | 274 | $319.32 | $87.49K | 26 Feb 2026 | 27 Feb 2026 |
| Enyedi MatthewGroup Managing Director | Sale | 183 | $322.72 | $59.06K | 26 Feb 2026 | 27 Feb 2026 |
| Enyedi MatthewGroup Managing Director | Sale | 169 | $321.74 | $54.37K | 26 Feb 2026 | 27 Feb 2026 |
| Enyedi MatthewGroup Managing Director | Sale | 666 | $320.99 | $213.78K | 26 Feb 2026 | 27 Feb 2026 |
| Enyedi MatthewGroup Managing Director | Sale | 463 | $318.38 | $147.41K | 26 Feb 2026 | 27 Feb 2026 |
| Audette Matthew JPresident and CFO | Sale | 453 | $322.15 | $145.93K | 26 Feb 2026 | 27 Feb 2026 |
| Audette Matthew JPresident and CFO | Sale | 506 | $321.04 | $162.45K | 26 Feb 2026 | 27 Feb 2026 |
| Audette Matthew JPresident and CFO | Sale | 348 | $318.51 | $110.84K | 26 Feb 2026 | 27 Feb 2026 |
| Enyedi MatthewGroup Managing Director | Sale | 628 | $319.38 | $200.57K | 26 Feb 2026 | 27 Feb 2026 |
| Steinmeier RichardChief Executive Officer | Sale | 2,450 | $371.23 | $909.51K | 05 Dec 2025 | 09 Dec 2025 |
| Steinmeier RichardChief Executive Officer | Sale | 183 | $368.63 | $67.46K | 05 Dec 2025 | 09 Dec 2025 |
| Steinmeier RichardChief Executive Officer | Sale | 332 | $367.06 | $121.86K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 410 | $371.20 | $152.19K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 46 | $367.95 | $16.93K | 05 Dec 2025 | 09 Dec 2025 |
| Steinmeier RichardChief Executive Officer | Sale | 274 | $373.20 | $102.26K | 05 Dec 2025 | 09 Dec 2025 |
| Steinmeier RichardChief Executive Officer | Sale | 779 | $372.20 | $289.94K | 05 Dec 2025 | 09 Dec 2025 |
| Steinmeier RichardChief Executive Officer | Sale | 1,040 | $370.62 | $385.44K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 39 | $373.09 | $14.55K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 85 | $372.32 | $31.65K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 136 | $370.44 | $50.38K | 05 Dec 2025 | 09 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 34 | $368.70 | $12.54K | 05 Dec 2025 | 09 Dec 2025 |
| Jambusaria AneriGroup Managing Director | Sale | 80 | $352.48 | $28.20K | 01 Dec 2025 | 03 Dec 2025 |
| Aneri JambusariaGroup Managing Director | Sale | 80 | $352.48 | $28.20K | 01 Dec 2025 | 03 Dec 2025 |
| Gates GregGroup Managing Director | Sale | 267 | $375.80 | $100.34K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 230 | $374.86 | $86.22K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 205 | $374.00 | $76.67K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 63 | $372.62 | $23.48K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 39 | $380.12 | $14.82K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 169 | $379.58 | $64.15K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 234 | $378.24 | $88.51K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 293 | $377.01 | $110.46K | 05 Nov 2025 | 07 Nov 2025 |
| Gates GregGroup Managing Director | Sale | 102 | $320.27 | $32.67K | 06 Oct 2025 | 08 Oct 2025 |
| Gates GregGroup Managing Director | Sale | 132 | $315.09 | $41.59K | 06 Oct 2025 | 08 Oct 2025 |
| Gates GregGroup Managing Director | Sale | 266 | $313.20 | $83.31K | 06 Oct 2025 | 08 Oct 2025 |
| Gates GregGroup Managing Director | Sale | 109 | $314.04 | $34.23K | 06 Oct 2025 | 08 Oct 2025 |
| Gates GregGroup Managing Director | Sale | 141 | $312.15 | $44.01K | 06 Oct 2025 | 08 Oct 2025 |
Frequently Asked Questions
What is LPLA stock price today?
LPL Financial Holdings, Inc. (LPLA) is currently trading at $293.67. The stock has a 52-week range of $282.36 to $397.96 and a market capitalization of $23.52B.
Is LPLA a good stock to buy in 2026?
LPL Financial Holdings, Inc. has a P/E ratio of 26.9 (forward P/E: 10.1), a dividend yield of 0.41%, and 1-year performance of -5.8%. 7 hedge funds hold this stock. Review the fundamentals and ownership data above to make an informed decision.
Are insiders buying or selling LPLA stock?
There have been 39 insider transactions for LPLA in recent months. Insider buys can signal management confidence, while sales may reflect diversification or personal financial planning. Check the Insider Trading section above for details.
How has LPLA stock performed over the past year?
LPL Financial Holdings, Inc. (LPLA) has returned -5.8% over the past 12 months. The stock traded between $282.36 and $397.96 during this period, and is currently at $293.67.
Which hedge funds own LPLA (LPL Financial Holdings, Inc.)?
7 tracked hedge funds currently hold LPLA in their portfolios as of the latest 13F filings. See the ownership table above for the complete list.
What is LPLA's market cap and valuation?
LPL Financial Holdings, Inc. (LPLA) has a market capitalization of $23.52B. The trailing P/E ratio is 26.9 and forward P/E is 10.1. The stock is classified in the Financial Services sector.
What is LPLA's revenue and profitability?
LPL Financial Holdings, Inc. reported revenue of $16.59B with net income of $863.02M and a profit margin of 0.05%. The stock has a beta of 0.57.
What sector is LPLA in and who are its biggest institutional holders?
LPL Financial Holdings, Inc. (LPLA) operates in the Financial Services sector. It is held by 7 tracked hedge funds. See the ownership table above for the complete list.