LPL Financial Holdings Inc.
LPLASecurity & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200 · CIK 0001397911
Revenue FY2025
$16.99B
Net Income
$0.86B
EPS (Basic)
$10.97
Net Margin
5.1%
ROE
16.1%
Total Equity
$5.34B
Shares Out
79M
LPL Financial Holdings Inc. — Security & Commodity Brokers, Dealers, Exchanges & Services. Figures are as reported in each year's original 10-K via SEC EDGAR XBRL company facts (FY2009–FY2025; structured XBRL data begins around 2008). Market-price metrics are not part of EDGAR data.
Revenue & Net Income (10Y)
Margin Trends
Investor Ownership · 11 funds in our universe
FundPosition Value% of AUMQoQ ChgWeight
Fairview Capital Investment Management
Fairview Capital Investment Management
$0.11B
5.3%
(2.2%)
Lone Pine Capital
Stephen Mandel
$0.34B
1.6%
(40.5%)
WCM Investment Management
WCM Investment Management
$0.49B
0.5%
+4.4%
Markel Group
Tom Gayner
$0.16B
0.4%
—
First Pacific Advisors
FPA
$0.09B
0.3%
+0.2%
Dodge & Cox
Dodge & Cox
$1.29B
0.3%
+10.4%
Holocene Advisors
Holocene Advisors
$0.13B
0.3%
+10.7%
Adage Capital Management
Adage Capital Management
$0.08B
0.1%
+351.6%
Capital World Investors
Capital World Investors
$0.66B
0.1%
+1.3%
Renaissance Technologies
Renaissance Technologies
$0.04B
0.0%
+25.8%
Bridgewater Associates
Bridgewater Associates
$0.00B
0.0%
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