LPL Financial Holdings Inc.
LPL Financial Holdings Inc. (Nasdaq: LPLA) provides brokerage, investment advisory, custody and technology services to independent financial advisors and financial institutions in the United States. Its platform supports advisors’ client relationships through clearing and custody, compliance, investment research,… From the company’s description.
In fiscal 2025, LPL Financial Holdings Inc. reported revenue of $16.99B, up 37.2% from fiscal 2024, and net income of $863.02M. Its pre-tax margin was 9.1%. Over the twelve months to Jun 30, 2026, revenue was $19.61B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What LPL Financial Holdings Inc. does
In the company’s own words
LPL Financial Holdings Inc. (Nasdaq: LPLA) provides brokerage, investment advisory, custody and technology services to independent financial advisors and financial institutions in the United States. Its platform supports advisors’ client relationships through clearing and custody, compliance, investment research, practice management, planning services and access to fee-based, commission-based, cash and money-market investment products; the company does not manufacture financial products. Advisors serve individual investors, while institutional clients include banks, credit unions and insurance companies. LPL offers independent contractor, employee-advisor, independent RIA and enterprise affiliation models. At December 31, 2025, it supported more than 32,000 financial advisors and approximately 1,200 institutions, and serviced and held in custody about $2.4 trillion in brokerage and advisory assets. It had approximately 10,000 employees at that date. Its subsidiaries include LPL Financial LLC, a clearing broker-dealer and investment adviser, and LPL Enterprise, which serves institutional clients. The parent company was incorporated in Delaware in 2005. Its website is https://www.lpl.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- SAN DIEGO, CA
- Fiscal year end
- December
- CIK
- 1397911
- SIC
- 6200
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns LPL Financial Holdings Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in LPL Financial Holdings Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · LPL Financial Holdings Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
LPL Financial Holdings Inc.’s bonds, as funds hold them
Funds report holding 11 issues of LPL Financial Holdings Inc.’s debt, $2.50B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.30%, maturing 2027 to 2035.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do LPL Financial Holdings Inc. and its peers compare on margins and cash generation over ten years?”
- “Where did five years of LPL Financial Holdings Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in LPL Financial Holdings Inc.'s last four quarterly filings that the numbers alone won't show?”