LPLA Smart Money
LPL Financial Holdings Inc.
1W: +0.3%
1M: +0.9%
3M: -7.3%
YTD: -12.3%
1Y: -6.2%
3Y: +41.8%
5Y: +87.7%
$317.56
+0.33 (+0.10%)
After Hours: $304.00 (-13.56, -4.27%)
Weekly Expected Move ±3.8%
$292
$304
$316
$328
$340
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $543.9M held by 420 funds, 91 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026865
Institutions Holding
-49 vs prior
93.2%
Ownership
-4.33%
96
New
257
Increased
395
Reduced
92
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Reeping Katharine | officer: principal accounting officer | S-Sale | 440 | $347.88 | $153K | Filing |
| 2026-09-05 | Field Emily | officer: group managing director | F-Tax Withholding | 106 | $359.33 | $38K | Filing |
| 2026-08-28 | SCHIFTER RICHARD P | director | A-Grant/Award | 14 | $— | $0 | Filing |
| 2026-08-28 | Thomas Corey E. | director | A-Grant/Award | 4 | $— | $0 | Filing |
| 2026-08-28 | Putnam James S | director | A-Grant/Award | 7 | $— | $0 | Filing |
| 2026-08-28 | Mnookin Allison | director | A-Grant/Award | 2 | $— | $0 | Filing |
| 2026-08-28 | Glavin William Francis Jr | director | A-Grant/Award | 10 | $— | $0 | Filing |
| 2026-08-28 | EBERHART PAULETT | director | A-Grant/Award | 4 | $— | $0 | Filing |
| 2026-08-28 | BERNARD EDWARD C | director | A-Grant/Award | 3 | $— | $0 | Filing |
| 2026-08-27 | Jambusaria Aneri | officer: group managing director | S-Sale | 308 | $357.36 | $110K | Filing |
| 2026-08-20 | Gates Greg | officer: group managing director | S-Sale | 4,119 | $355.38 | $1.5M | Filing |
| 2026-08-03 | Putnam James S | director | G-Gift | 2,000 | $— | $0 | Filing |
| 2026-07-31 | Enyedi Matthew | officer: group managing director | S-Sale | 189 | $351.06 | $66K | Filing |
| 2026-07-31 | Enyedi Matthew | officer: group managing director | S-Sale | 463 | $352.77 | $163K | Filing |
| 2026-07-31 | Enyedi Matthew | officer: group managing director | S-Sale | 296 | $353.37 | $105K | Filing |
| 2026-07-31 | Enyedi Matthew | officer: group managing director | S-Sale | 51 | $354.52 | $18K | Filing |
| 2026-07-31 | Enyedi Matthew | officer: group managing director | S-Sale | 1 | $355.51 | $356 | Filing |
| 2026-06-17 | Jambusaria Aneri | officer: group managing director | S-Sale | 308 | $306.00 | $94K | Filing |
| 2026-06-12 | Cohen Marc Eliot | officer: group managing director | F-Tax Withholding | 44 | $295.66 | $13K | Filing |
| 2026-06-12 | Gates Greg | officer: group managing director | F-Tax Withholding | 232 | $295.66 | $69K | Filing |
| 2026-06-04 | Thomas Corey E. | director | A-Grant/Award | 7 | $— | $0 | Filing |
| 2026-06-04 | SCHIFTER RICHARD P | director | A-Grant/Award | 19 | $— | $0 | Filing |
| 2026-06-04 | Glavin William Francis Jr | director | A-Grant/Award | 15 | $— | $0 | Filing |
| 2026-06-04 | EBERHART PAULETT | director | A-Grant/Award | 5 | $— | $0 | Filing |
| 2026-06-04 | BERNARD EDWARD C | director | A-Grant/Award | 4 | $— | $0 | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-11 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-11 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-10 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-05 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-05 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-04 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-19 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-18 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-14 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-14 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-13 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-12 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-12 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-11 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-07 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-07 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-06 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-30 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-06 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-05 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-27 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-26 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-02 | Michael McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2026-03-02 | Michael T. McCaul | House | Sell | $50,001 - $100,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,732,991 | $1.3B | -241,264 | 2026-06-30 | Filing |
| Dodge & Cox | 4,578,679 | $1.3B | +432,132 | 2026-06-30 | Filing |
| Boston Partners | 4,250,828 | $1.2B | +119,330 | 2026-06-30 | Filing |
| Jupiter Topco LLC | 4,198,356 | $1.2B | +4,198,356 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,832,005 | $1.1B | -19,973 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,613,624 | $1.0B | +16,656 | 2026-06-30 | Filing |
| PRINCIPAL FINANCIAL GROUP INC | 2,684,964 | $756M | +48,420 | 2026-06-30 | Filing |
| SAMLYN CAPITAL, LLC | 2,405,639 | $678M | +82,279 | 2026-06-30 | Filing |
| Capital World Investors | 2,343,266 | $660M | +30,820 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,934,239 | $545M | +70,973 | 2026-06-30 | Filing |
| WCM INVESTMENT MANAGEMENT, LLC | 1,810,058 | $487M | +75,663 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,695,954 | $478M | +1,335,148 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,502,575 | $422M | -92,175 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 1,385,759 | $417M | -186,239 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 1,458,759 | $414M | -2,410,600 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 1,434,522 | $404M | -245,568 | 2026-06-30 | Filing |
| LONE PINE CAPITAL LLC | 1,219,099 | $343M | -830,868 | 2026-06-30 | Filing |
| SurgoCap Partners LP | 1,063,218 | $299M | +42,379 | 2026-06-30 | Filing |
| NORGES BANK | 1,054,523 | $297M | +1,054,523 | 2026-06-30 | Filing |
| VAN ECK ASSOCIATES CORP | 1,048,344 | $295M | +45,367 | 2026-06-30 | Filing |