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LPLA LPL Financial

Financials, filed as LPL FINL HLDGS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 4

  • #234
  • Master 0.13%
  • 1 exit

In 2026 Q3 Ryan Packard sold out of LPL Financial.

Who owns LPLA

Sorted by value, long equity only, as of 2026 Q3.

History
Ryan Packard, Hiddenite Capital Partners exited 2026 Q3 Last 2026 Q2 1.5% Exit −1.45% 60,000 $17M History

0 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LPLA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LPLA insider trades
  • None no insider bought on the open market
  • $2.6M sold by 3 insiders outside a trading plan
  • $5.1M sold by 5 insiders under 10b5-1 plans
  1. Katharine Reeping Principal Accounting Officer
    Sale
    $153K 440 shares at $347.88 20% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  2. Aneri Jambusaria Group Managing Director
    Planned sale
    $110K 308 shares at $357.36 4.8% of stake
    Traded Aug 27 Filed Aug 31
    ↗
  3. Greg Gates Group Managing Director
    Sale
    $1.5M 4,119 shares at $355.38 15% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  4. Matthew Enyedi Group Managing Director
    Planned sale
    $353K 1,000 shares at $352.72 7.1% of stake
    Traded Jul 31 Filed Aug 4
    ↗
  5. Aneri Jambusaria Group Managing Director
    Planned sale
    $94K 308 shares at $306.00 4.6% of stake
    Traded Jun 17 Filed Jun 22
    ↗
  6. Matthew J Audette CFO
    Planned sale
    $519K 1,579 shares at $328.63 7.4% of stake
    Traded Apr 14–15 Filed Apr 16
    ↗
  7. Marc Eliot Cohen Group Managing Director
    Sale
    $1M 3,300 shares at $309.07 43% of stake
    Traded Mar 9–10 Filed Mar 11
    ↗
  8. Aneri Jambusaria Group Managing Director
    Planned sale
    $94K 308 shares at $306.00 4.4% of stake
    Traded Mar 2 Filed Mar 4
    ↗
  9. Matthew Enyedi Group Managing Director
    Planned sale
    $675K 2,109 shares at $320.15 13% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  10. Matthew J Audette CFO
    Planned sale
    $507K 1,581 shares at $320.50 6.9% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  11. Richard Steinmeier CEO
    Planned sale
    $1.9M 5,058 shares at $370.99 35% of stake
    Traded Dec 5, 2025 Filed Dec 9, 2025
    ↗
  12. Greg Gates Group Managing Director
    Planned sale
    $278K 750 shares at $370.97 4.9% of stake
    Traded Dec 5, 2025 Filed Dec 9, 2025
    ↗
  13. Aneri Jambusaria Group Managing Director
    Planned sale
    $28K 80 shares at $352.48 1.4% of stake
    Traded Dec 1, 2025 Filed Dec 3, 2025
    ↗
  14. Greg Gates Group Managing Director
    Planned sale
    $565K 1,500 shares at $376.43 8.9% of stake
    Traded Nov 5, 2025 Filed Nov 7, 2025
    ↗
  15. Greg Gates Group Managing Director
    Planned sale
    $236K 750 shares at $314.42 4.3% of stake
    Traded Oct 6, 2025 Filed Oct 8, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 61 stock grants, 10 share withholdings for taxes, 4 gifts, and 2 option exercises.

Congress

4 members of Congress traded LPLA in the last three years: 14 buys and 2 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 11 filed Jul 2
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 5 filed Jul 2
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 19 filed Jun 8
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 14 filed Jun 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 12 filed Jun 8
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 7 filed Jun 8

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 21 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.05B $12.39B $16.99B
Net income $1.07B $1.06B $0.863B
Net margin * 10.6% 8.5% 5.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $10.39B $13.32B $18.49B
Total equity $2.08B $2.93B $5.34B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $512.61M $277.59M -$411.4M
Cash from investing -$0.86B -$1.59B -$2.39B
Cash from financing -$0.209B $1.42B $3.17B
Net change in cash -$556.11M $102.89M $370.69M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.