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LPLA · Lpl Financial Holdings Inc.
> Ask across nine datasets ⌘K
LIVE
TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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LPLA

LPL Financial Holdings Inc.
FINANCIAL SERVICES · SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES · CIK 0001397911
CONGRESS · 1FORM 144 · 3☆ WATCH
INSIDER NET · 180D
-$3.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
0
13F, latest reported quarter
REVENUE GROWTH
+37.2%
XBRL, annual
NET MARGIN
5.1%
CONVERSIONS · 180D
2
codes C/M, not in net · $728.9K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$3.6M over 180 days
-$2.0M over 90 days
below 64% of Financial Services
CONGRESS
1 member bought in the last year
the lowest in Financial Services
FUNDS
fewer than five institutions report holding it
REVENUE
+37.2% year over year
more than 75% of Financial Services
MARGIN
5.1% net margin
more than 50% of Financial Services
BUYBACKS
$309.5M repurchased, FY to 2026-06-30
more than 78% of Financial Services
SHORT
3.7% of shares outstanding short · 4.0 days to cover · settled 2026-07-31
more than 67% of Financial Services
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$3.6M across 5 people in 180 days.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -0.3%
-0.3%12M
-27%-15%-3%+8%2025-092025-102025-122026-032026-052026-072026-09 2026-08-20 · Gates Greg sold $1.5M2025-12-05 · Steinmeier Richard sold $909.5K2026-03-09 · Cohen Marc Eliot sold $683.0K2025-12-05 · Steinmeier Richard sold $385.4K2026-03-10 · Cohen Marc Eliot sold $337.0K2025-12-05 · Steinmeier Richard sold $289.9K2026-02-26 · Enyedi Matthew sold $213.8K2026-02-26 · Enyedi Matthew sold $200.6K2026-04-15 · Audette Matthew J sold $197.0K2026-07-31 · Enyedi Matthew sold $163.3K2026-02-26 · Audette Matthew J sold $162.4K2025-12-05 · Gates Greg sold $152.2K2026-02-26 · Enyedi Matthew sold $147.4K2026-02-26 · Audette Matthew J sold $145.9K2025-12-05 · Steinmeier Richard sold $121.9K2026-02-26 · Audette Matthew J sold $110.8K2025-11-05 · Gates Greg sold $110.5K2026-08-27 · Jambusaria Aneri sold $110.1K2025-09-05 · Gates Greg sold $108.5K2026-04-14 · Audette Matthew J sold $107.2K2026-07-31 · Enyedi Matthew sold $104.6K2025-12-05 · Steinmeier Richard sold $102.3K2025-11-05 · Gates Greg sold $100.3K2026-06-17 · Jambusaria Aneri sold $94.2K2026-03-02 · Jambusaria Aneri sold $94.2K2025-11-05 · Gates Greg sold $88.5K2026-02-26 · Audette Matthew J sold $87.5K2025-11-05 · Gates Greg sold $86.2K2025-10-06 · Gates Greg sold $83.3K2025-11-05 · Gates Greg sold $76.7K2026-04-15 · Audette Matthew J sold $72.0K2025-12-05 · Steinmeier Richard sold $67.5K2026-07-31 · Enyedi Matthew sold $66.4K2025-09-05 · Gates Greg sold $64.8K2025-11-05 · Gates Greg sold $64.1K2026-04-15 · Audette Matthew J sold $62.1K2026-02-26 · Enyedi Matthew sold $59.1K2026-02-26 · Enyedi Matthew sold $54.4K2025-09-05 · Gates Greg sold $51.6K2025-12-05 · Gates Greg sold $50.4K2026-04-14 · Audette Matthew J sold $45.3K2025-10-06 · Gates Greg sold $44.0K2026-08-27 · Jambusaria Aneri filed to sell $110.1K2026-08-20 · Gates Greg filed to sell $1.5M2026-07-31 · Enyedi Matthew filed to sell $352.7K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $3.6M sold by insiders over 180 days, 1 Congress member(s) bought in 12 months, $1.9M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, LPL Financial Holdings Inc. insiders sold a net $3.6M of stock across 265 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Jambusaria Aneri
Group Managing Director
SELL
2026-08-27
308.0
$110.1K
Gates Greg
Group Managing Director
SELL
2026-08-20
4,119.0
$1.5M
Enyedi Matthew
Group Managing Director
SELL
2026-07-31
189.0
$66.4K
Enyedi Matthew
Group Managing Director
SELL
2026-07-31
463.0
$163.3K
Enyedi Matthew
Group Managing Director
SELL
2026-07-31
296.0
$104.6K
265 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 260 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Knott David M Jr
16,500.0 sh
$4.6M
Legato Capital Management LLC
849.0 sh
$239.1K
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Jambusaria Aneri
FILED 2026-08-27
$110.1K
Gates Greg
FILED 2026-08-20
$1.5M
Enyedi Matthew
FILED 2026-07-31
$352.7K
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$17.0B$12.4B$10.1B$8.6B
NET INCOME$863.0M$1.1B$1.1B$845.7M
EPS (DILUTED)10.9214.0313.6910.40
OPERATING CASH FLOW$-411.4M$277.6M$512.6M$1.9B
CASH$1.0B$967.1M$465.7M$847.5M
LONG-TERM DEBT$7.3B$5.5B$3.7B$2.7B
BUYBACKS$100.0M$170.1M$1.1B$325.0M
DIVIDENDS PAID$94.4M$89.7M$92.2M$79.8M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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