LPLA
LPL Financial Holdings Inc.
Security & Commodity Brokers, Dealers, Exchanges & ServicesNasdaqLarge accelerated filer
Total Trades
97
Buys
4
Sells
54
Largest Trade
N/A
Insiders
14
Institutional Funds
707
Inst. Value
$1M+
Activist Filings
9
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Jambusaria Aneri | Group Managing Dir… | SELL | $50K–$100K | 308 | $306.00 | Mar 4, 2026 |
| Enyedi Matthew | Group Managing Dir… | GRANT | N/A | 4K | — | Feb 27, 2026 |
| Enyedi Matthew | Group Managing Dir… | SELL | $500K+ | 2K | $320.15 | Feb 27, 2026 |
| Audette Matthew J | President and CFO | SELL | $500K+ | 2K | $320.50 | Feb 27, 2026 |
| Audette Matthew J | President and CFO | GRANT | N/A | 9K | — | Feb 27, 2026 |
| Steinmeier Richard | CEO | SELL | $1M+ | 5K | $370.99 | Dec 10, 2025 |
| Gates Greg | Group Managing Dir… | SELL | $100K–$500K | 750 | $370.97 | Dec 10, 2025 |
| Jambusaria Aneri | Group Managing Dir… | SELL | $15K–$50K | 80 | $352.48 | Dec 3, 2025 |
| Gates Greg | Group Managing Dir… | SELL | $500K+ | 2K | $376.43 | Nov 7, 2025 |
| Gates Greg | Group Managing Dir… | SELL | $500K+ | 2K | $338.21 | Sep 9, 2025 |
| Jambusaria Aneri | Group Managing Dir… | SELL | $15K–$50K | 80 | $361.25 | Sep 3, 2025 |
| Gates Greg | Group Managing Dir… | SELL | $500K+ | 2K | $382.63 | Jul 8, 2025 |
| Gates Greg | Group Managing Dir… | SELL | $500K+ | 2K | $378.87 | Jun 9, 2025 |
| Jambusaria Aneri | Group Managing Dir… | SELL | $15K–$50K | 80 | $383.99 | Jun 4, 2025 |
| Jambusaria Aneri | Managing Director | SELL | $15K–$50K | 80 | $311.87 | Mar 17, 2025 |
| Cohen Marc Eliot | Managing Director | SELL | $100K–$500K | 1K | $365.85 | Feb 27, 2025 |
| Cohen Marc Eliot | Managing Director | GRANT | N/A | 2K | — | Feb 27, 2025 |
| Audette Matthew J | President and CFO | GRANT | N/A | 13K | — | Feb 27, 2025 |
| Audette Matthew J | President and CFO | SELL | $1M+ | 5K | $360.07 | Feb 27, 2025 |
| Arnold Dan H. | President & CEO | EXERCISE | $100K–$500K | 10K | $39.48 | Jun 18, 2024 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 6K | $277.31 | Jun 18, 2024 |
| Sethi Kabir | Managing Director | SELL | $100K–$500K | 1K | $266.50 | Feb 28, 2024 |
| Gates Greg | Managing Director | GRANT | N/A | 8K | — | Feb 28, 2024 |
| Gates Greg | Managing Director | SELL | $1M+ | 11K | $266.27 | Feb 28, 2024 |
| Enyedi Matthew | Managing Director | SELL | $500K+ | 2K | $263.00 | Feb 28, 2024 |
| Enyedi Matthew | Managing Director | GRANT | N/A | 8K | — | Feb 28, 2024 |
| Audette Matthew J | CFO and Head of Bu… | SELL | $1M+ | 6K | $266.52 | Feb 28, 2024 |
| Audette Matthew J | CFO and Head of Bu… | GRANT | N/A | 14K | — | Feb 28, 2024 |
| Arnold Dan H. | President & CEO | EXERCISE | $100K–$500K | 10K | $39.48 | Feb 28, 2024 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 42K | $266.39 | Feb 28, 2024 |
| Arnold Dan H. | President & CEO | GRANT | N/A | 82K | — | Feb 28, 2024 |
| Enyedi Matthew | Managing Director | SELL | $100K–$500K | 1K | $256.94 | Feb 22, 2024 |
| Enyedi Matthew | Managing Director | EXERCISE | $50K–$100K | 1K | $45.55 | Feb 22, 2024 |
| Arnold Dan H. | President & CEO | EXERCISE | $100K–$500K | 10K | $39.48 | Feb 22, 2024 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 10K | $256.35 | Feb 22, 2024 |
| Audette Matthew J | CFO and Head of Bu… | EXERCISE | $1M+ | 28K | $39.48 | Feb 7, 2024 |
| Audette Matthew J | CFO and Head of Bu… | SELL | $1M+ | 28K | $248.55 | Feb 7, 2024 |
| Larsen Sallie R. | Managing Director | EXERCISE | $500K+ | 13K | $54.81 | Nov 14, 2023 |
| Larsen Sallie R. | Managing Director | SELL | $1M+ | 13K | $226.57 | Nov 14, 2023 |
| Jambusaria Aneri | Managing Director | SELL | $100K–$500K | 2K | $222.37 | Nov 6, 2023 |
| Arnold Dan H. | President & CEO | EXERCISE | $15K–$50K | 528 | $39.48 | Sep 21, 2023 |
| Arnold Dan H. | President & CEO | SELL | $100K–$500K | 528 | $250.02 | Sep 21, 2023 |
| Steinmeier Richard | Managing Director | SELL | $1M+ | 10K | $242.68 | Sep 15, 2023 |
| Enyedi Matthew | Managing Director | EXERCISE | $100K–$500K | 3K | $45.55 | Sep 5, 2023 |
| Enyedi Matthew | Managing Director | SELL | $500K+ | 3K | $230.86 | Sep 5, 2023 |
| Glavin William Francis Jr | Director | BUY | $100K–$500K | 557 | $180.23 | May 5, 2023 |
| Oroschakoff Michelle | Managing Director | GRANT | N/A | 11K | — | Feb 28, 2023 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 5K | $246.18 | Feb 28, 2023 |
| Larsen Sallie R. | Managing Director | SELL | $1M+ | 4K | $248.13 | Feb 28, 2023 |
| Larsen Sallie R. | Managing Director | GRANT | N/A | 9K | — | Feb 28, 2023 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 707 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DODGE & COX | 3.9M | $1M+ | SH |
| Capital World Investors | 3.6M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.0M | $1M+ | SH |
| STATE STREET CORP | 1.8M | $1M+ | SH |
| PRINCIPAL FINANCIAL GROUP INC | 1.8M | $1M+ | SH |
| WCM INVESTMENT MANAGEMENT, LLC | 1.7M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 1.2M | $1M+ | SH |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.2M | $1M+ | SH |
| NORGES BANK | 1.0M | $1M+ | SH |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 783K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 656K | $1M+ | SH |
| APG Asset Management N.V. | 744K | $1M+ | SH |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 626K | $1M+ | SH |
| TD ASSET MANAGEMENT INC | 569K | $1M+ | SH |
| Third Point LLC | 510K | $1M+ | SH |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 500K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 456K | $1M+ | SH |
| Railway Pension Investments Ltd | 445K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 419K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Aug 7, 2025
10.1%
8.0M shares
SC 13G/A · Nov 12, 2024
6.4%
4.8M shares
SC 13G/A · Oct 22, 2024
6.4%
4.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.4%
7.1M shares
SC 13G/A · Feb 12, 2024
7.9%
6.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Apr 10, 2023
10.1%
7.9M shares
SC 13G · Feb 3, 2023
7.9%
6.3M shares
Janus Henderson Group plc EIN #00-0000000
SC 13G/A · Dec 9, 2022
4.5%
3.6M shares
Janus Henderson Group plc EIN #00-0000000
SC 13G/A · Feb 10, 2022
10.0%
8.0M shares