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 |
|---|---|---|---|---|---|---|
| Audette Matthew J | CFO | SELL | $1M+ | 7K | $246.17 | Feb 28, 2023 |
| Audette Matthew J | CFO | GRANT | N/A | 16K | — | Feb 28, 2023 |
| Arnold Dan H. | President & CEO | GRANT | N/A | 80K | — | Feb 28, 2023 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 38K | $246.20 | Feb 28, 2023 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 18K | $248.98 | Feb 21, 2023 |
| Larsen Sallie R. | Managing Director | SELL | $1M+ | 21K | $241.84 | Feb 15, 2023 |
| Larsen Sallie R. | Managing Director | EXERCISE | $500K+ | 21K | $31.60 | Feb 15, 2023 |
| Audette Matthew J | CFO | EXERCISE | $100K–$500K | 21K | $19.85 | Feb 8, 2023 |
| Audette Matthew J | CFO | SELL | $1M+ | 21K | $239.30 | Feb 8, 2023 |
| Simonich Brent | EVP | BUY | $100K–$500K | 920 | $219.15 | Nov 21, 2022 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 5K | $213.80 | Nov 21, 2022 |
| Oroschakoff Michelle | Managing Director | EXERCISE | $500K+ | 8K | $77.53 | Nov 21, 2022 |
| Glavin William Francis Jr | Director | BUY | $50K–$100K | 458 | $217.74 | Nov 21, 2022 |
| Audette Matthew J | CFO | SELL | $1M+ | 20K | $257.09 | Nov 2, 2022 |
| Audette Matthew J | CFO | EXERCISE | $100K–$500K | 20K | $19.85 | Nov 2, 2022 |
| Arnold Dan H. | President & CEO | EXERCISE | $500K+ | 20K | $39.48 | Oct 7, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 20K | $240.27 | Oct 7, 2022 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 13K | $227.57 | Aug 19, 2022 |
| Oroschakoff Michelle | Managing Director | EXERCISE | $500K+ | 9K | $65.50 | Aug 19, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 11K | $230.63 | Aug 19, 2022 |
| Arnold Dan H. | President & CEO | EXERCISE | $100K–$500K | 11K | $39.48 | Aug 19, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 14K | $226.78 | Aug 17, 2022 |
| Arnold Dan H. | President & CEO | EXERCISE | $500K+ | 14K | $39.48 | Aug 17, 2022 |
| Steinmeier Richard | Managing Director | EXERCISE | $500K+ | 7K | $77.53 | Aug 8, 2022 |
| Steinmeier Richard | Managing Director | SELL | $1M+ | 7K | $216.64 | Aug 8, 2022 |
| Arnold Dan H. | President & CEO | EXERCISE | $500K+ | 39K | $19.85 | Aug 3, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 39K | $210.33 | Aug 3, 2022 |
| Arnold Dan H. | President & CEO | EXERCISE | $500K+ | 39K | $19.85 | May 31, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 39K | $197.29 | May 31, 2022 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 16K | $172.23 | May 18, 2022 |
| Oroschakoff Michelle | Managing Director | EXERCISE | $500K+ | 20K | $32.42 | May 18, 2022 |
| Enyedi Matthew | Managing Director | EXERCISE | $50K–$100K | 2K | $45.55 | Mar 16, 2022 |
| Enyedi Matthew | Managing Director | SELL | $100K–$500K | 2K | $159.25 | Mar 16, 2022 |
| Glavin William Francis Jr | Director | BUY | $100K–$500K | 2K | $141.59 | Mar 10, 2022 |
| Larsen Sallie R. | Managing Director | GRANT | N/A | 7K | — | Mar 1, 2022 |
| Larsen Sallie R. | Managing Director | SELL | $500K+ | 5K | $177.77 | Mar 1, 2022 |
| Fandrey Edward | Managing Director | SELL | $100K–$500K | 1K | $180.85 | Mar 1, 2022 |
| Audette Matthew J | CFO | GRANT | N/A | 14K | — | Mar 1, 2022 |
| Audette Matthew J | CFO | SELL | $1M+ | 6K | $180.76 | Mar 1, 2022 |
| Arnold Dan H. | President & CEO | SELL | $1M+ | 23K | $180.77 | Mar 1, 2022 |
| Arnold Dan H. | President & CEO | GRANT | N/A | 58K | — | Mar 1, 2022 |
| Oroschakoff Michelle | Managing Director | SELL | $1M+ | 15K | $185.59 | Feb 18, 2022 |
| Oroschakoff Michelle | Managing Director | EXERCISE | $100K–$500K | 20K | $19.85 | Feb 18, 2022 |
| White George Burton | Managing Director | SELL | $1M+ | 80K | $181.18 | Feb 9, 2022 |
| White George Burton | Managing Director | EXERCISE | $1M+ | 80K | $29.48 | Feb 9, 2022 |
| Audette Matthew J | CFO | SELL | $1M+ | 20K | $181.20 | Feb 9, 2022 |
| Audette Matthew J | CFO | EXERCISE | $100K–$500K | 20K | $19.85 | Feb 9, 2022 |
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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