LPL Financial Holdings Inc.
Company Information
Industry Security & Commodity Brokers, Dealers, Exchanges & Services
SIC Code 6200
Entity Type operating
SEC Category Large accelerated filer
State of Incorporation DE
Business Address 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121
Mailing Address 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121
Phone 800-877-7210
Fiscal Year End 1231
EIN 203717839
Financial Overview
FY2025
$1.06B
Net Income
$5.34B
Stockholders' Equity
$14.17
EPS
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 26, 2026 | View on SEC |
| 4 Insider stock transaction report | March 11, 2026 | View on SEC |
| 4 Insider stock transaction report | March 4, 2026 | View on SEC |
Annual Reports
10-K February 23, 2026
- Strong financial growth in FY2023: Revenue up 12% to $10.5 billion, Net Income up 15% to $950 million.
- Significant advisor and asset growth: 22,000 advisors (+8% YoY), $1.3 trillion AUM (+15% YoY).
Insider Trading
STRONG SELL 6 insiders
25 recent transactions
View Full Insider Trading Profile
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Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.