US Stock Details

Get in-depth insights on US stocks, including fundamentals, financials, shareholding, peer comparison, and performance. Track key metrics, price trends, and market sentiment for informed decisions. Stay ahead with expert analysis and data-driven strategies at Motilal Oswal.

LPL Financial Holdings Inc.

us-stock
To Invest in {{usstockname}}
us-stock
$358.09 0.0165(1.65%) LPLA at 04 Dec 2025 04:37 PM Capital Markets
Lowest Today 355.045
Highest Today 362.06
Today’s Open 358.11
Prev. Close 355.35
52 Week High 402.91
52 Week Low 262.20
Day’s Range: Low 355.045 High 362.06
52-Week Range: Low 262.20 High 402.91
1 day return -
1 Week return +1.45
1 month return -3.48
3 month return +0.39
6 month return -3.97
1 year return +10.55
3 year return +61.55
5 year return +255.78
10 year return -

Institutional Holdings

Vanguard Group Inc 9.98

BlackRock Inc 6.04

Boston Partners Global Investors, Inc 4.60

HHG PLC 3.85

Dodge & Cox 3.38

Kayne Anderson Rudnick Investment Management LLC 3.20

Vanguard Total Stock Mkt Idx Inv 3.14

FMR Inc 3.07

Massachusetts Financial Services Company 3.05

Lone Pine Capital LLC 2.34

Dodge & Cox Stock I 2.29

Vanguard Mid Cap Index Institutional 2.23

WCM Investment Management 2.16

State Street Corp 2.16

Geode Capital Management, LLC 2.16

Principal Financial Group Inc 2.00

Janus Henderson Enterprise D 1.90

Janus Inst Mid Cap Growth CF 1.90

Principal MidCap R5 1.80

Jennison Associates LLC 1.75

Morgan Stanley - Brokerage Accounts 1.72

Principal Aligned MidCap Equity 1.53

Samlyn Capital, LLC 1.52

Winslow Capital Management, LLC 1.48

JPMorgan Chase & Co 1.45

JHancock Disciplined Value Mid Cap I 1.43

NORGES BANK 1.34

Bank of America Corp 1.20

Vanguard Growth Index Investor 1.18

MFS Mid Cap Growth Equity 1.11

MFS Mid Cap Growth A 1.08

Vanguard Institutional Extnd Mkt Idx Tr 1.07

JHancock Disciplined Value I 1.02

Vanguard Mid-Cap Growth ETF 0.83

MFS Large Cap Value Equity 0.66

MFS Value A 0.66

iShares Russell Mid-Cap Growth ETF 0.66

MFS Growth B 0.59

JPM US Mid Cap Growth-Composite 0.57

American Century Heritage Inv 0.55

Market Status

Strong Buy: 7

Buy: 5

Hold: 2

Sell: 1

Strong Sell: 0

Fundamentals

Market Cap 28441.37 M

PB Ratio 5.6508

PE Ratio 33.4605

Enterprise Value 34660.11 M

Total Assets 13317.40 M

Volume 507239

Company Financials

Annual Revenue FY24:12385107000 12385.1M, FY23:9742206000 9742.2M, FY22:3063701000 3063.7M, FY21:2350303000 2350.3M, FY20:1997543000 1997.5M

Annual Profit FY24:3369443000 3369.4M, FY23:3017155000 3017.2M, FY22:1950648000 1950.6M, FY21:1350538000 1350.5M, FY20:1097472000 1097.5M

Annual Net worth FY24:1058616000 1058.6M, FY23:1167777000 1167.8M, FY22:845702000 845.7M, FY21:459866000 459.9M, FY20:472640000 472.6M

Quarterly Revenue Q3/2025:4551977000 4552.0M, Q2/2025:3835025000 3835.0M, Q1/2025:3670007000 3670.0M, Q4/2024:3512351000 3512.4M, Q3/2024:3108394000 3108.4M

Quarterly Profit Q3/2025:3891061000 3891.1M, Q2/2025:989470000 989.5M, Q1/2025:966398000 966.4M, Q4/2024:905202000 905.2M, Q3/2024:864278000 864.3M

Quarterly Net worth Q3/2025:-29517000 -29.5M, Q2/2025:273249000 273.2M, Q1/2025:318573000 318.6M, Q4/2024:270749000 270.7M, Q3/2024:255303000 255.3M

Fund house & investment objective

Company Information LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Organisation Capital Markets

Employees 10116

Industry Capital Markets

CEO Mr. Richard Steinmeier

Trading and brokerage services provided by

Technology Services provided by Motilal Oswal Financial Services:

Disclaimer: These services are not for exchange traded products. The securities quoted are exemplary and not recommendatory. Please be informed that US Stocks are not exchange traded funds in India and Motilal Oswal Financial Services acts in the capacity of facilitator of this product. All disputes with respect to the transaction facilitation services, would not have access to Indian Exchange investor redressal forum or Arbitration mechanism in India. T&C apply*

Take your next step

Talk to our investment advisor for stock recommendations
Left
Get expert assistance for portfolio management
Right