FilingsTodayLPL Financial Holdings
At a glance
LPL Financial Holdings reported 2025 revenue of $16.99B, up 37.2% from $12.39B in 2024. Over 4 years since 2021 ($7.72B), that is growth of about 21.8% a year. 2025 was the highest revenue year in this period.
In the last 12 months 7 insiders reported 0 open-market purchases and 14 sales ($7.7M). 11 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $1.9M by Chief Executive Officer Richard Steinmeier on Dec 9, 2025.
LPL Financial Holdings filed 6 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), bylaws or fiscal year change (1), shareholder vote results (1) and officer or director change (1). The latest officer or director change was reported on Jan 8, 2026.
4 of the 20 investors tracked here held LPL Financial Holdings at the last quarter end, worth $433.5M combined. It is the largest weight for Lone Pine Capital (2.1% of its portfolio), followed by Renaissance Technologies (0.1%). New this quarter: Bridgewater Associates. Added: Renaissance Technologies and National Pension Service (Korea). Reduced: Lone Pine Capital.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $459.9M | $845.7M | $1.07B | $1.06B | $863M |
| Diluted EPS | $5.63 | $10.40 | $13.69 | $14.03 | $10.92 |
| Dividend per share | $1.00 | $1.00 | $1.20 | $1.20 | $1.20 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined