LPLA · Nasdaq · CIK 0001397911

LPL Financial Holdings Inc.

LPL Financial Holdings Inc.’s most recent SEC filing in our snapshot is a Form 8-K filed on Oct 27, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $17.0B and net income of $863.0M, according to its XBRL data on EDGAR. Its EDGAR record lists 67 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$17.0B
Net income, FY2025
$863.0M
Form 4 filings on record, past 12 months
67

Company overview

Legal name (as filed)
LPL Financial Holdings Inc.
Ticker
LPLA
SEC Central Index Key (CIK)
0001397911
Business address
SAN DIEGO, CA
State or country of incorporation
DE
Fiscal year ends
December 31
SEC filer category
Large accelerated filer
Position in SEC ticker list
#519 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from LPL Financial Holdings Inc.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$7.7BFY2021$8.6BFY2022$10.1BFY2023$12.4BFY2024$17.0BFY2025
Net income
$459.9MFY2021$845.7MFY2022$1.1BFY2023$1.1BFY2024$863.0MFY2025
LPLA annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$7.7B$8.6B$10.1B$12.4B$17.0B
Net income$459.9M$845.7M$1.1B$1.1B$863.0M
Diluted EPS$5.63$10.40$13.69$14.03$10.92
Total assets$8.0B$9.5B$10.4B$13.3B$18.5B
Cash and equivalents$495.2M$847.5M$465.7M$967.1M$1.0B

XBRL tags used: revenue = Revenues; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

LPLA latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Feb 23, 202610-KAnnual report· period Dec 31, 2025Document · Index
Aug 3, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Oct 27, 20268-KResults of operations· period Oct 27, 2026Document · Index
Apr 2, 2026DEF 14ADefinitive proxy statement· period May 14, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about LPL Financial Holdings Inc., by form type:

4 ×30144 ×58-K ×2SCHEDULE 13G ×210-Q ×1
LPLA recent filings
FiledFormWhat it isOriginal
Oct 27, 20268-KResults of operations· period Oct 27, 2026Document · Index
Sep 14, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026Document · Index
Sep 11, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 8, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 5, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Sep 1, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 28, 2026Document · Index
Aug 31, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 27, 2026Document · Index
Aug 27, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 21, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 20, 2026Document · Index
Aug 20, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 13, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
Aug 4, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 3, 2026Document · Index
Aug 4, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 31, 2026Document · Index
Aug 4, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
Aug 3, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Jul 31, 2026144Notice of proposed sale of securitiesDocument · Index
Jul 30, 20268-KResults of operations· period Jul 30, 2026Document · Index
Jun 22, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026Document · Index
Jun 17, 2026144Notice of proposed sale of securitiesDocument · Index
Jun 15, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 12, 2026Document · Index
Jun 15, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 12, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
Jun 8, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 4, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index

Insider filing activity

67 Form 4 filings appear in LPL Financial Holdings Inc.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

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Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001397911 and XBRL company facts. LPL Financial Holdings Inc. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.