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LPL Financial Holdings Inc.

corporate_fare Company Profile

LPL Financial Holdings Inc.

LPLA·NASDAQ·Crypto Assets·CIK 0001397911

LPL Financial Holdings Inc. operates as the nation's largest independent broker-dealer, a leading investment advisory firm, and a top custodian, serving the financial advisor-mediated marketplace. The company supports more than 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions. It services and custodies approximately $2.4 trillion in brokerage and advisory assets. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services. The company offers an integrated technology platform, comprehensive self-clearing services, and access to a wide range of curated products. LPL Financial Holdings Inc. was incorporated in Delaware in 2005. Its significant wholly owned subsidiaries include LPL Holdings, Inc., an intermediate holding company; LPL Financial LLC, a clearing broker-dealer and investment adviser; LPL Enterprise, LLC, a limited product shelf introducing broker-dealer and registered investment adviser supporting institutional services clients; and LPL Insurance Associates, Inc., an insurance brokerage general agency offering life and disability insurance products and services.

LPL Financial Holdings Inc. (NASDAQ:LPLA) is a publicly traded company in the Crypto Assets sector. Wiseek has independently scored 16 items for LPLA at importance 7 or higher on its 1–10 market-impact scale. Its most recent item scored 7 or higher is dated 2026-08-03, rated 8/10. Across its 16 most recent items scored 7 or higher, the top rating is 9/10, with 12 rated 8 or above. Recent SEC coverage for LPLA spans 10-Q, 8-K, DEFA14A, DEF 14A.

Recent high-impact activity:

  • LPL Financial Q2 Earnings: $4.74 EPS, $2.6T Assets, $2.5B Buyback
  • LPL Financial Q2 EPS Beats by 8%, Raises Buyback by $2.5B
  • LPL Financial Beats Q2 Estimates, Resumes Buybacks, Raises Commonwealth Synergy Target
  • Client Assets at LPL Financial Reach $2.55T in May, Up 3.1% MoM; Adds $1.5B Spectrum Team
  • LPL Financial Secures 4-Year PGA Partnership, Boosts Platform & Tech

Financial Snapshot

Fiscal year ended December 31, 2025
Revenue
$16.99B
Net Income
$863.02M
Diluted EPS
$10.92
Op. Cash Flow
-$411.4M
Free Cash Flow
-$981.78M
Cash & Equivalents
$1.04B
Total Debt
$7.26B
Debt / Equity
1.36×
Net Margin
5.1%
Shares Outstanding
78.68M sh
Source: 10-K · filed 2026-02-23 · accession 0001628280-26-010705

Short Interest & Short Volume

2.98 days to cover

FINRA reported short interest of 1,768,918 shares in LPLA as of the September 15, 2026 settlement, a 7.3% decrease from the prior period — about 3.0 days to cover at its recent average daily volume. On October 2, 2026, 51.4% of LPLA volume reported to FINRA trade-reporting facilities was marked short.

Short interest (bi-monthly positions)1,768,918 shares as of September 15, 2026
Change vs prior period▼ 7.3%
Days to cover2.98 at avg daily volume of 594,529
Daily short volume (FINRA facilities)51.4% of 404,725 shares on October 2, 2026
5-day average short volume46.1%

Daily short sale volume covers trades reported to FINRA trade-reporting facilities and is not the same as short interest (bi-monthly reported positions). Source: FINRA — FINRA is the owner and source of this short interest and short sale volume data; it may not be redistributed.

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$316.44
52-week range · as of 2026-08-03 $260.15 – $403.57
Market cap
$24.92B
Volume
982.9K (1.3× avg)
3-mo avg 749.2K
Live data · 2026-10-05 02:50 UTC · Market closed

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feed LPLA - Latest Insights

LPLA
Aug 03, 2026, 8:10 AM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $351.31
Real-time Price: $316.44 info
Change: -$34.87 (-10%) info
Market Cap: $24.917B info
LPLA
Jul 30, 2026, 4:29 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $355.00
Real-time Price: $316.44 info
Change: -$38.56 (-11%) info
Market Cap: $24.917B info
LPLA
Jul 30, 2026, 4:07 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $355.00
Real-time Price: $316.44 info
Change: -$38.56 (-11%) info
Market Cap: $24.917B info
LPLA
Jun 17, 2026, 3:13 AM EDT
Source: Wiseek News
Importance Score:
8
Price at Filing: $303.30
Real-time Price: $316.44 info
Change: +$13.14 (+4%) info
Market Cap: $24.917B info
LPLA
Jun 04, 2026, 3:14 AM EDT
Source: Wiseek News
Importance Score:
7
Price at Filing: $282.67
Real-time Price: $316.44 info
Change: +$33.77 (+12%) info
Market Cap: $24.917B info
LPLA
May 22, 2026, 3:15 AM EDT
Source: Wiseek News
Importance Score:
8
Price at Filing: $287.82
Real-time Price: $316.44 info
Change: +$28.62 (+10%) info
Market Cap: $24.917B info
LPLA
May 15, 2026, 4:11 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $299.80
Real-time Price: $316.44 info
Change: +$16.64 (+6%) info
Market Cap: $24.917B info
LPLA
May 04, 2026, 8:38 AM EDT
Filing Type: 10-Q
Importance Score:
7
Price at Filing: $318.50
Real-time Price: $316.44 info
Change: -$2.06 (-0.65%) info
Market Cap: $24.917B info
LPLA
Apr 30, 2026, 4:22 PM EDT
Source: Dow Jones Newswires
Importance Score:
9
Price at Filing: $334.13
Real-time Price: $316.44 info
Change: -$17.69 (-5%) info
Market Cap: $24.917B info
LPLA
Apr 14, 2026, 9:00 AM EDT
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $322.00
Real-time Price: $316.44 info
Change: -$5.56 (-2%) info
Market Cap: $24.917B info
LPLA
Apr 02, 2026, 4:09 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $293.67
Real-time Price: $316.44 info
Change: +$22.77 (+8%) info
Market Cap: $24.917B info
LPLA
Apr 02, 2026, 4:06 PM EDT
Filing Type: DEF 14A
Importance Score:
8
Price at Filing: $293.67
Real-time Price: $316.44 info
Change: +$22.77 (+8%) info
Market Cap: $24.917B info
LPLA
Mar 19, 2026, 5:19 PM EDT
Filing Type: PRE 14A
Importance Score:
8
Price at Filing: $285.50
Real-time Price: $316.44 info
Change: +$30.94 (+11%) info
Market Cap: $24.917B info
LPLA
Feb 23, 2026, 4:48 PM EST
Filing Type: 10-K
Importance Score:
8
Price at Filing: $303.88
Real-time Price: $316.44 info
Change: +$12.56 (+4%) info
Market Cap: $24.917B info
LPLA
Jan 29, 2026, 4:07 PM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $362.71
Real-time Price: $316.44 info
Change: -$46.27 (-13%) info
Market Cap: $24.917B info
LPLA
Jan 08, 2026, 9:08 AM EST
Filing Type: 8-K
Importance Score:
7
Price at Filing: $358.38
Real-time Price: $316.44 info
Change: -$41.94 (-12%) info
Market Cap: $24.917B info
Research tools: Filing Impact Index Dilution Tracker Split Calendar Open Datasets