Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
LPL Financial Holdings Inc. (LPLA)
Price$359.33Cached quote
Net income
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Free cash flow
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Total cash / debt
CashTotal debt
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial statements
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B | $5.87B | $5.62B | $5.19B | $4.28B | $4.05B | $4.28B | $4.37B | $4.14B | $3.66B | $3.48B | $3.11B | $2.75B |
| Operating expenses | $15.84B | $10.99B | $8.61B | $7.49B | $7.12B | $5.25B | $4.88B | $4.47B | $3.79B | $3.66B | $3.93B | $4.02B | $3.79B | $3.34B | $3.13B | $3.07B | $2.58B |
| Operating income | $1.15B | $1.39B | $1.44B | $1.11B | $601.3M | $626.1M | $741.8M | — | — | — | — | — | — | — | — | — | — |
| Operating margin | 6.77% | 11.25% | 14.37% | 12.92% | 7.79% | 10.66% | 13.19% | — | — | — | — | — | — | — | — | — | — |
| EBITDA | $1.54B | $1.70B | $1.69B | $1.31B | $752.7M | $735.8M | $837.6M | — | — | — | — | — | — | — | — | — | — |
| EBITDA margin | 9.08% | 13.74% | 16.83% | 15.25% | 9.75% | 12.53% | 14.89% | — | — | — | — | — | — | — | — | — | — |
| Net income | $863.0M | $1.06B | $1.07B | $845.7M | $459.9M | $472.6M | $559.9M | $439.5M | $238.9M | $191.9M | $168.8M | $178.0M | $181.9M | $151.9M | $170.4M | −$56.9M | $47.5M |
| Net profit margin | 5.08% | 8.55% | 10.61% | 9.83% | 5.96% | 8.05% | 9.95% | 8.47% | 5.58% | 4.74% | 3.95% | 4.07% | 4.39% | 4.15% | 4.90% | −1.83% | 1.73% |
| Basic EPSper basic share | $10.97 | $14.17 | $13.88 | $10.60 | $5.75 | $5.96 | $6.78 | $4.99 | $2.65 | $2.15 | $1.77 | $1.78 | $1.74 | $1.39 | $1.55 | -$0.64 | $0.54 |
| Diluted EPSper diluted share | $10.92 | $14.03 | $13.69 | $10.40 | $5.63 | $5.86 | $6.62 | $4.85 | $2.59 | $2.13 | $1.74 | $1.75 | $1.72 | $1.37 | $1.50 | -$0.64 | $0.47 |
Owners
Reported shareholders
Reported holdings Number of shares
View holders
| Holder | Shares held |
|---|---|
BlackRock, Inc. | 4.73M |
Dodge & Cox | 4.58M |
Boston Partners | 4.25M |
Jupiter Topco LLC | 4.2M |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.83M |
VANGUARD CAPITAL MANAGEMENT LLC | 3.61M |
PRINCIPAL FINANCIAL GROUP INC | 2.68M |
SAMLYN CAPITAL, LLC | 2.41M |
Capital World Investors | 2.34M |
STATE STREET CORP | 1.93M |
WCM INVESTMENT MANAGEMENT, LLC | 1.81M |
GOLDMAN SACHS GROUP INC | 1.7M |
GEODE CAPITAL MANAGEMENT, LLC | 1.5M |
Assenagon Asset Management S.A. | 1.49M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.46M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.43M |
ALLIANCEBERNSTEIN L.P. | 1.39M |
LONE PINE CAPITAL LLC | 1.22M |
SurgoCap Partners LP | 1.06M |
NORGES BANK | 1.05M |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data
Insider buys & sells
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 17, 2026Form 4 · 10b5-1 | Jambusaria AneriGroup Managing Director | SellCommon Stock | 308 | $306.00 | $94.2K | 6.4K |
| Apr 15, 2026Form 4 · 10b5-1 | Audette Matthew JPresident and CFO | SellCommon Stock | 106 | $332.27 | $35.2K | 19.8K |
| Apr 15, 2026Form 4 · 10b5-1 | Audette Matthew JPresident and CFO | SellCommon Stock | 595 | $331.09 | $197.0K | 19.9K |
| Apr 15, 2026Form 4 · 10b5-1 | Audette Matthew JPresident and CFO | SellCommon Stock | 189 | $328.34 | $62.1K | 20.5K |
| Apr 15, 2026Form 4 · 10b5-1 | Audette Matthew JPresident and CFO | SellCommon Stock | 220 | $327.45 | $72.0K | 20.7K |