LPL Financial Holdings

World Rank (Jan-05-2024)

1,018

Market Cap (Jan-05-2024)

17.603 Billion USD

World Rank (Jul-30-2023)

1,024

Market Cap (Jul-30-2023)

17.771 Billion USD

World Rank (Jan-07-2022)

1,417

Market Cap (Jan-07-2022)

14.219 Billion USD

World Rank (Jan-01-2021)

1,957

Market Cap (Jan-01-2021)

8.263 Billion USD

Company Rank in Country in 2023

Rank in USA in July-2023 is 416

Headquarters Country

USA

Nasdaq / NYSE Code

LPLA

Market Cap (Mar-08-2026)

25.11

CEO

Dan Arnold

Employee Count

6,900

Employee Count as of Date

As on 2022

Headquarters City/State

Massachusetts

World Region

Americas

World Subregion

Northern America

Annual Revenue in USD

3,063 Million USD

Annual Operating Income in USD

1,111 Million USD

Annual Net Income in USD

845 Million USD

Annual Results for Period Ending

Dec-2022 ending year

Total Assets in USD

9,482 Million USD

Total Liabilities in USD

7,314 Million USD

Total Equity in USD

2,167 Million USD

Balance Sheet for Period Ending

Dec-2022 ending year

Business Sector

Financial Services

Investments

Stock Markets, Trading, Capital Markets

Brokerage Services

Technology

Company Website

LPL FINANCIAL HOLDINGS INC

Wikipedia

Yahoo

Yahoo @ Nasdaq

Company Profile

LPL Financial Holdings is a Investment and Financial Service company.

As independent broker-dealer*, they offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions. The headquarters is in USA.

As on 2022, LPL Financial Holdings has 6,900 employees.

LPL Financial Holdings annual revenue generated for period ending Dec-2022 was 3,063 million USD.

LPL Financial Holdings annual net income generated for period ending Dec-2022 was 845 million USD.

Annual Results Summary

LPL FINANCIAL HOLDINGS - Annual Results Summary - in Million USD

Year Ending:	Total Revenue	Net Income
Dec-2022	3,063	845
Dec-2021	2,350	459
Dec-2020	1,997	473
Dec-2019	2,042	560

Balance Sheet Summary

Total Assets as on Dec-2022 was 9,482 Million USD.

Total Liabilities as on Dec-2022 was 7,314 Million USD.

Total Equity as on Dec-2022 was 2,167 Million USD.

Founded Year

1989

Institutional Investors

Top 30 Institutional Holder Names in LPL FINANCIAL HOLDINGS as on Jun-30-2022

RANK	INSTITUTIONAL HOLDER NAME	DATE	SHARES HELD	CHANGE (SHARES)	CHANGE (%)	VALUE (IN 1,000S)
1	JANUS HENDERSON GROUP PLC	06/30/2022	71,55,151	-6,18,036	-7.95%	$1,658,707
2	VANGUARD GROUP INC	06/30/2022	70,16,915	5,550	0.08%	$1,626,661
3	BLACKROCK INC.	06/30/2022	44,97,920	9,48,626	26.73%	$1,042,708
4	WELLINGTON MANAGEMENT GROUP LLP	06/30/2022	31,15,503	-4,58,632	-12.83%	$722,236
5	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	06/30/2022	26,99,829	14,585	0.54%	$625,874
6	LONE PINE CAPITAL LLC	06/30/2022	22,89,151	22,89,151	New	$530,671
7	FMR LLC	06/30/2022	22,85,308	67,323	3.04%	$529,780
8	INVESCO LTD.	06/30/2022	21,29,209	-2,35,673	-9.97%	$493,593
9	SAMLYN CAPITAL, LLC	06/30/2022	20,81,698	-1,34,776	-6.08%	$482,579
10	CLARKSTON CAPITAL PARTNERS, LLC	06/30/2022	20,31,833	-72,235	-3.43%	$471,020
11	CAPITAL RESEARCH GLOBAL INVESTORS	06/30/2022	19,87,051	13,45,584	209.77%	$460,638
12	ALLIANCEBERNSTEIN L.P.	06/30/2022	18,47,984	18,331	1.00%	$428,400
13	EAGLE ASSET MANAGEMENT INC	06/30/2022	17,09,195	-2,77,080	-13.95%	$396,226
14	STATE STREET CORP	06/30/2022	16,09,827	3,62,953	29.11%	$373,190
15	WCM INVESTMENT MANAGEMENT, LLC	06/30/2022	15,33,549	15,33,549	New	$355,507
16	JPMORGAN CHASE & CO	06/30/2022	14,10,580	-72,420	-4.88%	$327,001
17	SOUTHPOINT CAPITAL ADVISORS LP	06/30/2022	12,25,000	-1,75,000	-12.50%	$283,980
18	NUVEEN ASSET MANAGEMENT, LLC	06/30/2022	11,97,235	56,855	4.99%	$277,543
19	ARTISAN PARTNERS LIMITED PARTNERSHIP	06/30/2022	11,86,703	-3,34,125	-21.97%	$275,101
20	BANK OF NEW YORK MELLON CORP	06/30/2022	11,47,969	4,12,192	56.02%	$266,122
21	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	06/30/2022	11,40,087	-2,97,745	-20.71%	$264,295
22	EGERTON CAPITAL (UK) LLP	06/30/2022	11,11,310	3,11,849	39.01%	$257,624
23	GEODE CAPITAL MANAGEMENT, LLC	06/30/2022	10,76,786	15,708	1.48%	$249,621
24	VOYA INVESTMENT MANAGEMENT LLC	06/30/2022	9,65,992	-61,286	-5.97%	$223,936
25	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	06/30/2022	9,03,866	-3,813	-0.42%	$209,534
26	DIMENSIONAL FUND ADVISORS LP	06/30/2022	9,01,963	-73,325	-7.52%	$209,093
27	FRONTIER CAPITAL MANAGEMENT CO LLC	06/30/2022	8,25,413	-2,90,177	-26.01%	$191,347
28	AMERICAN CENTURY COMPANIES INC	06/30/2022	8,16,690	-77,157	-8.63%	$189,325
29	WESTFIELD CAPITAL MANAGEMENT CO LP	06/30/2022	8,14,686	-48,954	-5.67%	$188,861
30	ABRDN PLC	06/30/2022	7,39,237	-28,253	-3.68%	$171,370