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Lpl Financial Holdings Inc. (LPLA)

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Sector: Security & Commodity Brokers, Dealers, Exchanges & Services

Insider Roster

S James Putnam, Director, 2026-08-04
Matthew Enyedi, Group Managing Director, 2026-08-04
Aneri Jambusaria, Group Managing Director, 2026-06-22

S James Putnam, Director, 2026-08-04
Matthew Enyedi, Group Managing Director, 2026-08-04
Aneri Jambusaria, Group Managing Director, 2026-06-22
Greg Gates, Group Managing Director, 2026-06-15
Eliot Marc Cohen, Group Managing Director, 2026-06-15
E. Corey Thomas, Director, 2026-06-08
P Richard Schifter, Director, 2026-06-08
Allison Mnookin, Director, 2026-06-08
Jr Francis William Glavin, Director, 2026-06-08
Paulett Eberhart, Director, 2026-06-08
C Edward Bernard, Director, 2026-06-08
M Anne Mulcahy, Director, 2026-05-19
J Albert Ko, Director, 2026-05-19
Somesh Khanna, Director, 2026-05-19
J Matthew Audette, President and Cfo, 2026-04-16
Richard Steinmeier, Chief Executive Officer, 2026-02-27
Katharine Reeping, Principal Accounting Officer, 2026-02-27
Matthew Morningstar, Group Managing Director, 2026-02-27
Emily Field, Group Managing Director, 2026-02-27
Sara Dadyar, Managing Director, 2025-02-27
Althea Brown, Managing Director, 2025-02-27
H. Dan Arnold, President & Ceo, 2024-06-18
Kabir Sethi, Managing Director, 2024-02-28
Brent Simonich, Principal Accounting Officer, 2023-02-28
Dayton Semerjian, Managing Director, 2023-02-28
Michelle Oroschakoff, Managing Director, 2023-02-28
R. Sallie Larsen, Managing Director, 2023-02-28
Burton George White, Managing Director, 2022-03-01
Edward Fandrey, Managing Director, 2022-03-01
Scott Seese, Managing Director, 2021-06-16
Andrew John Kalbaugh, Managing Director, 2021-03-02
S James Riepe, Director, 2020-04-02
Tracy Calder, Managing Director, 2019-11-26
Thomas Gooley, Managing Director, 2019-03-16
D Viet Dinh, Director, 2018-08-27
Jr. P. William Morrissey, Managing Director, 2018-03-16
Marco Hellman, Director, 2018-03-09
Joseph John Brennan, Director, 2017-03-29
P. David Bergers, Managing Director, 2017-03-16
Victor Fetter, Managing Director, 2017-03-09
S Mark Casady, Director, 2017-03-06
Ryan Parker, Md, Invstmt & Planning Solutns, 2016-03-09
R. Jeffrey Buchheister, Evp, Chief Accounting Officer, 2016-03-08
David Bonderman, Other, 2015-12-15
G James Coulter, Other, 2015-12-15
Tpg Group Holdings (Sbs) Advisors, Inc., Other, 2015-12-15
Sharyn Handelsman, Md, Chief Compliance Officer, 2015-06-04
Lux Thomas, Acting Chief Financial Officer, 2015-05-20
W Richard Boyce, Director, 2015-05-20
Frances Mary Schott, Md, Client Expernce & Training, 2015-03-11
Mark Helliker, Md, Client Support Services, 2015-03-11
J. Robert Moore, President, 2015-02-27
D Joan Khoury, Md, Chief Marketing Officer, 2014-02-26
Derek Bruton, Md, Independent Advisor Svcs, 2014-02-26
E Jeffrey Stiefler, Director, 2013-11-21
Hellman & Friedman Llc, Large Shareholder, Director, 2013-08-19
Hellman & Friedman Investors V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V (Parallel), L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Associates V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V, L.p., Large Shareholder, Director, 2013-08-19
R Allen Thorpe, Director, 2013-08-19
Hellman & Friedman Gp Llc, Large Shareholder, Director, 2013-02-27
Hellman & Friedman Lp, Large Shareholder, Director, 2013-02-27
J. John Mcdermott, Md, Chief Risk Ofc., 2013-02-26
A Jeffrey Goldstein, Director, 2013-02-26
Iii E William Dwyer, President, Nat'l Sales, 2013-02-26
L Stephanie Brown, Md & General Counsel, 2013-02-26
Christopher Feeney, Md, Chief Information Officer, 2012-12-10
Jonathan Eaton, Md, Custom Clearing Services, 2012-05-02
M Esther Stearns, President & Coo, 2012-02-24
D. Erik Ragatz, Director, 2011-12-05
S Becky Shulman, Md & Deputy Cfo, 2011-09-30
M. Denise Abood, Md, Human Capital, 2010-12-27
Bill Maher, Officer, 2009-03-23

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Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on August 12, 2026, 4:55pm based on SEC 13F filings Last update: August 12, 2026, 4:55pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Markel Gayner Asset Management Tom Gayner	559,951	$157,726,999		1.2%
2.	Diamond Hill Capital Ric Dillon	129,413	$36,453,054	-6%	0.29%
3.	Iridian Asset Management David Cohen And Harold Levy	27,247	$7,674,935	+40%	2.64%
4.	Winton Capital Management David Harding	21,878	$6,162,595	+2012%	0.2%
5.	Walleye Capital Will England	21,524	$6,062,880	-22%	0.02%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Glavin Director	$180.23	557	$100,388.11	2,775	2023-05-04	Filing
Simonich Officer	$219.15	920	$201,618.00	6,042	2022-11-18	Filing
Glavin Director	$217.74	458	$99,724.92	2,218	2022-11-18	Filing
Glavin Director	$142.02	260	$36,925.20	1,760	2022-03-08	Filing
Glavin Director	$141.51	1,500	$212,265.00	1,500	2022-03-08	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Enyedi Officer	$355.51	1	$355.51	13,121	2026-07-31	Filing
Enyedi Officer	$354.52	51	$18,080.52	13,122	2026-07-31	Filing
Enyedi Officer	$353.37	296	$104,597.52	13,173	2026-07-31	Filing
Enyedi Officer	$352.77	463	$163,332.51	13,469	2026-07-31	Filing
Enyedi Officer	$351.06	189	$66,350.34	13,932	2026-07-31	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Blackrock, Inc.	4,732,991	$1,333,189,048	0.02%
2.	Boston Partners	4,250,828	$1,202,536,760	1.07%
3.	Principal Financial Group Inc	2,684,964	$756,310,423	0.37%
4.	Capital World Investors	2,343,266	$660,051,167	0.08%
5.	State Street Corp	1,934,239	$544,836,442	0.02%

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