LPL Financial Holdings Inc.
LPLANasdaqCIK 1397911FinancialsFiscal year ends Dec 31
Latest reported revenue, Q3 FY2026$5.34bnRevenue, Q3 FY2026, three months to 2026-09-30$5.34bn. XBRL concept
us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figureThree months to Sep 30, 2026, from the 10-Q filed Oct 29, 2026.Latest quarter: Q3 FY2026
Three months to Sep 30, 2026, against the same quarter a year earlier.
- Revenue$5.34bnRevenue, Q3 FY2026, three months to 2026-09-30$5.34bn. XBRL concept
us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure+17.4% on a year earlier - Gross marginnot reported (Gross profit not reported)No year-earlier figure to compare
- Operating marginnot reported (Operating income not reported)No year-earlier figure to compare
- Net margin6.7%Net margin, Q3 FY2026, three months to 2026-09-30. net income / revenueNet income: $356.6m. XBRL concept
us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Revenue: $5.34bn. XBRL conceptus-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure+7.3 pts on a year earlier - Diluted EPS$4.52Diluted EPS, Q3 FY2026, three months to 2026-09-30$4.52 per share. XBRL concept
us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figureSign changed from a year earlier - Free cash flow$67.5mFree cash flow, Q3 FY2026, three months to 2026-09-30. operating cash flow − capital expenditureOperating cash flow: $297.1m. XBRL concept
us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Capital expenditure: $229.7m. XBRL conceptus-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Report this figureSign changed from a year earlier
Last eight quarters
Full statements| Line item | Unit | Q4 FY20242024-12-31 | Q1 FY20252025-03-31 | Q2 FY20252025-06-30 | Q3 FY20252025-09-30 | Q4 FY20252025-12-31 | Q1 FY20262026-03-31 | Q2 FY20262026-06-30 | Q3 FY20262026-09-30 | Shape over the periods |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $m | 3,512Revenue, Q4 FY2024, three months to 2024-12-31$3.51bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 3,670Revenue, Q1 FY2025, three months to 2025-03-31$3.67bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 3,835Revenue, Q2 FY2025, three months to 2025-06-30$3.84bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | 4,552Revenue, Q3 FY2025, three months to 2025-09-30$4.55bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | 4,932Revenue, Q4 FY2025, three months to 2025-12-31$4.93bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 4,938Revenue, Q1 FY2026, three months to 2026-03-31$4.94bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 5,187Revenue, Q2 FY2026, three months to 2026-06-30$5.19bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | 5,344Revenue, Q3 FY2026, three months to 2026-09-30$5.34bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | |
| Gross margin | % | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | |
| Operating margin | % | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | |
| Net margin | % | 7.7%Net margin, Q4 FY2024, three months to 2024-12-31. net income / revenueNet income: $270.7m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Revenue: $3.51bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 8.7%Net margin, Q1 FY2025, three months to 2025-03-31. net income / revenueNet income: $318.6m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Revenue: $3.67bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 7.1%Net margin, Q2 FY2025, three months to 2025-06-30. net income / revenueNet income: $273.2m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Revenue: $3.84bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | (0.6%)Net margin, Q3 FY2025, three months to 2025-09-30. net income / revenueNet income: −$29.5m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Revenue: $4.55bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | 6.1%Net margin, Q4 FY2025, three months to 2025-12-31. net income / revenueNet income: $300.7m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Revenue: $4.93bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 7.2%Net margin, Q1 FY2026, three months to 2026-03-31. net income / revenueNet income: $356.4m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Revenue: $4.94bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 7.3%Net margin, Q2 FY2026, three months to 2026-06-30. net income / revenueNet income: $379.3m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Revenue: $5.19bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | 6.7%Net margin, Q3 FY2026, three months to 2026-09-30. net income / revenueNet income: $356.6m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Revenue: $5.34bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | |
| Diluted EPS | $ per share | not reported (Diluted EPS not reported) | 4.24Diluted EPS, Q1 FY2025, three months to 2025-03-31$4.24 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 3.40Diluted EPS, Q2 FY2025, three months to 2025-06-30$3.40 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | (0.37)Diluted EPS, Q3 FY2025, three months to 2025-09-30−$0.37 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | not reported (Diluted EPS not reported) | 4.43Diluted EPS, Q1 FY2026, three months to 2026-03-31$4.43 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 4.74Diluted EPS, Q2 FY2026, three months to 2026-06-30$4.74 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-08-03, accession 0001628280-26-051542.Report this figure | 4.52Diluted EPS, Q3 FY2026, three months to 2026-09-30$4.52 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001628280-26-068226.Report this figure | |
| Free cash flow | $m | (344)Free cash flow, Q4 FY2024, three months to 2024-12-31. operating cash flow − capital expenditureOperating cash flow: −$178.8m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Capital expenditure: $165.5m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 220Free cash flow, Q1 FY2025, three months to 2025-03-31. operating cash flow − capital expenditureOperating cash flow: $339.8m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Capital expenditure: $119.5m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 56.3Free cash flow, Q2 FY2025, three months to 2025-06-30. operating cash flow − capital expenditureOperating cash flow: $193.3m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-08-03, accession 0001628280-26-051542. Derived: 6-month figure less the 3-month figure.Capital expenditure: $137.0m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-08-03, accession 0001628280-26-051542. Derived: 6-month figure less the 3-month figure.Report this figure | (1,872)Free cash flow, Q3 FY2025, three months to 2025-09-30. operating cash flow − capital expenditureOperating cash flow: −$1.73bn. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Capital expenditure: $142.2m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Report this figure | 613Free cash flow, Q4 FY2025, three months to 2025-12-31. operating cash flow − capital expenditureOperating cash flow: $785.0m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Capital expenditure: $171.7m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-02-23, accession 0001628280-26-010705. Derived: 12-month figure less the 9-month figure.Report this figure | 125Free cash flow, Q1 FY2026, three months to 2026-03-31. operating cash flow − capital expenditureOperating cash flow: $290.4m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Capital expenditure: $165.8m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-05-04, accession 0001628280-26-029530.Report this figure | 203Free cash flow, Q2 FY2026, three months to 2026-06-30. operating cash flow − capital expenditureOperating cash flow: $401.9m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-08-03, accession 0001628280-26-051542. Derived: 6-month figure less the 3-month figure.Capital expenditure: $199.4m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-08-03, accession 0001628280-26-051542. Derived: 6-month figure less the 3-month figure.Report this figure | 67.5Free cash flow, Q3 FY2026, three months to 2026-09-30. operating cash flow − capital expenditureOperating cash flow: $297.1m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Capital expenditure: $229.7m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-10-29, accession 0001628280-26-068226. Derived: 9-month figure less the 6-month figure.Report this figure |
Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.
Last five fiscal years
| Line item | Unit | FY20212021-12-31 | FY20222022-12-31 | FY20232023-12-31 | FY20242024-12-31 | FY20252025-12-31 | Shape over the periods |
|---|---|---|---|---|---|---|---|
| Revenue | $bn | 7.7Revenue, FY2021, twelve months to 2021-12-31$7.72bn. XBRL concept us-gaap:Revenues. 10-K filed 2024-02-21, accession 0001397911-24-000011.Report this figure | 8.6Revenue, FY2022, twelve months to 2022-12-31$8.60bn. XBRL concept us-gaap:Revenues. 10-K filed 2025-02-20, accession 0001397911-25-000018.Report this figure | 10.1Revenue, FY2023, twelve months to 2023-12-31$10.05bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 12.4Revenue, FY2024, twelve months to 2024-12-31$12.39bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 17.0Revenue, FY2025, twelve months to 2025-12-31$16.99bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | |
| Gross margin | % | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | not reported (Gross profit not reported) | |
| Operating margin | % | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | not reported (Operating income not reported) | |
| Net margin | % | 6.0%Net margin, FY2021, twelve months to 2021-12-31. net income / revenueNet income: $459.9m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2024-02-21, accession 0001397911-24-000011.Revenue: $7.72bn. XBRL concept us-gaap:Revenues. 10-K filed 2024-02-21, accession 0001397911-24-000011.Report this figure | 9.8%Net margin, FY2022, twelve months to 2022-12-31. net income / revenueNet income: $845.7m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2025-02-20, accession 0001397911-25-000018.Revenue: $8.60bn. XBRL concept us-gaap:Revenues. 10-K filed 2025-02-20, accession 0001397911-25-000018.Report this figure | 10.6%Net margin, FY2023, twelve months to 2023-12-31. net income / revenueNet income: $1.07bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-23, accession 0001628280-26-010705.Revenue: $10.05bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 8.5%Net margin, FY2024, twelve months to 2024-12-31. net income / revenueNet income: $1.06bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-23, accession 0001628280-26-010705.Revenue: $12.39bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 5.1%Net margin, FY2025, twelve months to 2025-12-31. net income / revenueNet income: $863.0m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-23, accession 0001628280-26-010705.Revenue: $16.99bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | |
| Diluted EPS | $ per share | 5.63Diluted EPS, FY2021, twelve months to 2021-12-31$5.63 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2024-02-21, accession 0001397911-24-000011.Report this figure | 10.40Diluted EPS, FY2022, twelve months to 2022-12-31$10.40 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2025-02-20, accession 0001397911-25-000018.Report this figure | 13.69Diluted EPS, FY2023, twelve months to 2023-12-31$13.69 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 14.03Diluted EPS, FY2024, twelve months to 2024-12-31$14.03 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | 10.92Diluted EPS, FY2025, twelve months to 2025-12-31$10.92 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | |
| Free cash flow | $bn | 0.2Free cash flow, FY2021, twelve months to 2021-12-31. operating cash flow − capital expenditureOperating cash flow: $453.1m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2024-02-21, accession 0001397911-24-000011.Capital expenditure: $216.0m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2024-02-21, accession 0001397911-24-000011.Report this figure | 1.6Free cash flow, FY2022, twelve months to 2022-12-31. operating cash flow − capital expenditureOperating cash flow: $1.95bn. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2025-02-20, accession 0001397911-25-000018.Capital expenditure: $306.6m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2025-02-20, accession 0001397911-25-000018.Report this figure | 0.1Free cash flow, FY2023, twelve months to 2023-12-31. operating cash flow − capital expenditureOperating cash flow: $512.6m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-02-23, accession 0001628280-26-010705.Capital expenditure: $403.3m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | (0.3)Free cash flow, FY2024, twelve months to 2024-12-31. operating cash flow − capital expenditureOperating cash flow: $277.6m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-02-23, accession 0001628280-26-010705.Capital expenditure: $562.5m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure | (1.0)Free cash flow, FY2025, twelve months to 2025-12-31. operating cash flow − capital expenditureOperating cash flow: −$411.4m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-02-23, accession 0001628280-26-010705.Capital expenditure: $570.4m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-02-23, accession 0001628280-26-010705.Report this figure |
Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.
Insider purchases and sales
All insider transactionsThe last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.
No open-market purchases or sales by insiders are in coverage from Dec 2024 to Nov 2026.
No open-market purchases or sales by insiders are in coverage for this company.
Funds that report holding it
All fundsFrom each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.
| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2026-06-30 | $1.33bn | 4,732,991 | Reduced−241,264 | |
| Dodge & Cox | 2026-06-30 | $1.29bn | 4,578,679 | Added+432,132 | |
| Boston Partners | 2026-06-30 | $1.20bn | 4,250,828 | Added+119,330 | |
| Jupiter Topco LLC | 2026-06-30 | $1.18bn | 4,198,356 | Not compared | |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | $1.10bn | 3,666,780 | Not compared | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2026-06-30 | $1.08bn | 3,832,005 | Reduced−19,973 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2026-06-30 | $1.02bn | 3,613,624 | Added+16,656 | |
| PRINCIPAL FINANCIAL GROUP INC | 2026-06-30 | $756.3m | 2,684,964 | Added+48,420 | |
| SAMLYN CAPITAL, LLC | 2026-06-30 | $677.6m | 2,405,639 | Added+82,279 | |
| Capital World Investors | 2026-06-30 | $660.1m | 2,343,266 | Added+30,820 |
Recent filings
All 1,717 filingsReports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.
| Filed | Form | What it is | Accession number |
|---|---|---|---|
| 2026-10-2916:08 ET | 10-Q | Quarterly reportPeriod 2026-09-30 | 0001628280-26-068226 |
| 2026-10-2716:16 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-067590 |
| 2026-08-0308:10 ET | 10-Q | Quarterly reportPeriod 2026-06-30 | 0001628280-26-051542 |
| 2026-07-3016:07 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-051046 |
| 2026-05-1516:11 ET | 8-K | 5.03 Amendment to articles or bylaws; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001628280-26-035566 |
| 2026-05-0408:38 ET | 10-Q | Quarterly reportPeriod 2026-03-31 | 0001628280-26-029530 |
| 2026-04-3016:10 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-028890 |
| 2026-04-0216:06 ET | DEF 14A | Proxy statementPeriod 2026-05-14 | 0001193125-26-140066 |
| 2026-02-2316:48 ET | 10-K | Annual reportPeriod 2025-12-31 | 0001628280-26-010705 |
| 2026-01-2916:07 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-004112 |
Latest annual report
Form 10-K for the fiscal year ended Dec 31, 2025Filed Feb 23, 2026. Its page lists the documents and the extracted sections, such as Business and Risk factors.
Forecast league
Q3 FY2026, the quarter ended 2026-09-30, has been scored from the reported figures.See the target
About the filer
- CIK
- 1397911
- Tickers
- LPLA
- Exchange
- Nasdaq
- SIC code
- 6200 Security & Commodity Brokers, Dealers, Exchanges & Services
- Sector
- Financials
- Fiscal year ends
- Dec 31
- Incorporated in
- DE
- Filer category
- Large accelerated filer
- Former names
- LPL Investment Holdings Inc. (to 2012-06-05)
Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 17:28 ET. Listed shows no prices and gives no investment advice.