13F
中

LPLA LPL FINANCIAL HOLDINGS INC

2026Q1 · CUSIP 50212V100 · Sector: Financials

Danger · Dual-confirm: breadth + price
Holders
762
Δ holders QoQ
-62
Breadth percentile
Top 98%
Whale holders
257
Δ whales
-9
Inst. holding value
$24.6B
New positions
94
Closed positions
156
Price momentum (1Q)
-8.2%
Put / Call
15/11

Breadth history (34 quarters)

2018Q1: Δ+47 · h=285 2018Q2: Δ+3 · h=288 2018Q3: Δ+2 · h=290 2018Q4: Δ-20 · h=270 2019Q1: Δ+46 · h=316 2019Q2: Δ+0 · h=316 2019Q3: Δ-4 · h=312 2019Q4: Δ+25 · h=337 2020Q1: Δ-43 · h=294 2020Q2: Δ+41 · h=335 2020Q3: Δ-13 · h=322 2020Q4: Δ+45 · h=367 2021Q1: Δ+25 · h=392 2021Q2: Δ+16 · h=408 2021Q3: Δ+5 · h=413 2021Q4: Δ+18 · h=431 2022Q1: Δ+48 · h=479 2022Q2: Δ+48 · h=527 2022Q3: Δ+53 · h=580 2022Q4: Δ+50 · h=630 2023Q1: Δ-17 · h=613 2023Q2: Δ-27 · h=586 2023Q3: Δ+11 · h=597 2023Q4: Δ+24 · h=621 2024Q1: Δ+27 · h=648 2024Q2: Δ+30 · h=678 2024Q3: Δ-36 · h=642 2024Q4: Δ+82 · h=724 2025Q1: Δ+64 · h=788 2025Q2: Δ+15 · h=803 2025Q3: Δ-43 · h=760 2025Q4: Δ+64 · h=824 2026Q1: Δ-62 · h=762 2018Q1: holders=285 2018Q2: holders=288 2018Q3: holders=290 2018Q4: holders=270 2019Q1: holders=316 2019Q2: holders=316 2019Q3: holders=312 2019Q4: holders=337 2020Q1: holders=294 2020Q2: holders=335 2020Q3: holders=322 2020Q4: holders=367 2021Q1: holders=392 2021Q2: holders=408 2021Q3: holders=413 2021Q4: holders=431 2022Q1: holders=479 2022Q2: holders=527 2022Q3: holders=580 2022Q4: holders=630 2023Q1: holders=613 2023Q2: holders=586 2023Q3: holders=597 2023Q4: holders=621 2024Q1: holders=648 2024Q2: holders=678 2024Q3: holders=642 2024Q4: holders=724 2025Q1: holders=788 2025Q2: holders=803 2025Q3: holders=760 2025Q4: holders=824 2026Q1: holders=762 -82 -41 +0 +41 +82 243555866 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 17 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 7% -8.2% —
2025Q1 Top 1% -8.7% -6.0%
2024Q4 Top 5% +1.5% -7.3%
2024Q2 Top 7% +42.8% +74.0%
2024Q1 Top 10% -17.1% +17.7%
2023Q3 Top 17% +15.8% +22.2%
2022Q4 Top 7% -20.5% -8.9%
2022Q3 Top 1% +14.5% -9.1%

Options Sentiment

Put holders
15
QoQ: +7
Call holders
11
QoQ: -1

See methodology →

Fundamentals

PE (TTM)
28.8
EPS (TTM)
$11.11
EPS YoY
-23.1%
Revenue (TTM)
$18.3B
Revenue YoY
+38.1%
Quarterly Revenue & EPS (4Y)
2022-06-30: $2.0B 2022-09-30: $2.2B 2022-12-31: $2.3B 2023-03-31: $2.4B 2023-06-30: $2.5B 2023-09-30: $2.5B 2023-12-31: $2.6B 2024-03-31: $2.8B 2024-06-30: $2.9B 2024-09-30: $3.1B 2024-12-31: $3.5B 2025-03-31: $3.7B 2025-06-30: $3.8B 2025-09-30: $4.6B 2025-12-31: $4.9B 2026-03-31: $4.9B 2022-06-30: EPS 1.97 2022-09-30: EPS 2.86 2022-12-31: EPS 3.93 2023-03-31: EPS 4.24 2023-06-30: EPS 3.65 2023-09-30: EPS 2.91 2023-12-31: EPS 2.89 2024-03-31: EPS 3.83 2024-06-30: EPS 3.23 2024-09-30: EPS 3.39 2024-12-31: EPS 3.58 2025-03-31: EPS 4.24 2025-06-30: EPS 3.40 2025-09-30: EPS -0.37 2025-12-31: EPS 3.65 2026-03-31: EPS 4.43 0B 2.5B 4.9B $B -0.41 2.23 4.87 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 2023-03-31: PE 14.92023-06-30: PE 14.92023-09-30: PE 14.92023-12-31: PE 18.62024-03-31: PE 202024-06-30: PE 172024-09-30: PE 23.42024-12-31: PE 26.52025-03-31: PE 26.52025-06-30: PE 242025-09-30: PE 34.12025-12-31: PE 30.62026-03-31: PE 26.9 13 25 36 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)