What is the 13F Pro Quality Score for LPLA?

13F Pro ranks LPL Financial Holdings Inc. (LPLA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LPLA's current score at https://13fpro.ai/research/LPLA (free sign-up required for the full ranking).

Which hedge funds own the most LPLA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of LPLA include BlackRock,, DODGE & COX, Boston Partners. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/LPLA as soon as new 13F filings post.

Where does 13F Pro source LPLA data?

All LPL Financial Holdings Inc. fundamentals and ownership data come directly from SEC EDGAR. LPL Financial Holdings Inc. files with the SEC under CIK 1397911. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LPLA in?

LPL Financial Holdings Inc. (LPLA) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is LPLA research updated on 13F Pro?

LPLA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LPL Financial Holdings Inc.(LPLA)Stock Analysis

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13F Pro Quality Score

61.8/100

Rank #781 of 2,879 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

86.8/100

Profitability

43.8/100

Balance Sheet

70.2/100

Earnings Quality

26.6/100

Free Cash Flow

20.0/100

Institutional Flow

64.5/100

Revenue Scale

91.6/100

Dilution Risk

76.3/100

LPLA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LPL Financial Holdings Inc. (LPLA), a Financials sector company. 13F Pro's AI-powered ranking engine scores LPLA at 61.8/100 on a 32-signal composite quality model, placing it at rank #781 of 2,879 stocks — the top half of the AI-ranked universe. LPLA scores in the top quartile across revenue scale (91.6), revenue growth (86.8). Areas of concern include free cash flow (20.0) and earnings quality (26.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), LPL Financial Holdings Inc. reports quarterly revenue of $4.9B, net income of $356.4M, an operating margin of 9.8%. Top institutional holders of LPLA by reported 13-F value include BlackRock,, DODGE & COX, Boston Partners, based on the most recent SEC filings. LPLA trades on the Nasdaq exchange and files with the SEC under CIK 1397911. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LPLA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LPL Financial Holdings Inc. directly from SEC EDGAR. LPL Financial Holdings Inc.'s 13F Pro composite quality score has ranged between 8 and 77 since 2021, currently 61.8 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Revenue

Q1 2026

$4.9B

Net Income

Q1 2026

$356.4M

Free Cash Flow

Q1 2026

$124.6M

Operating Margin

Q1 2026

9.8%

ROIC

Q1 2026

3.8%

D/E Ratio

Q1 2026

1.26

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+23.2% YoY

$12.39BFY 2024

FY21 $7.72BFY22 $8.60BFY23 $10.05BFY24 $12.39B

Net Income

-0.7% YoY

$1.06BFY 2024

FY21 $459.9MFY22 $845.7MFY23 $1.07BFY24 $1.06B

EPS (Diluted)

+2.5% YoY

$14.03FY 2024

FY21 $5.63FY22 $10.40FY23 $13.69FY24 $14.03

Total Assets

+28.2% YoY

$13.32BFY 2024

FY21 $7.99BFY22 $9.48BFY23 $10.39BFY24 $13.32B

Total Debt

+47.1% YoY

$5.49BFY 2024

FY21 $2.81BFY22 $2.72BFY23 $3.73BFY24 $5.49B

Op. Cash Flow

-45.8% YoY

$277.6MFY 2024

FY21 $453.1MFY22 $1.95BFY23 $512.6MFY24 $277.6M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019	FY 2018
Revenue	$12.39B +23.2%	$10.05B +16.9%	$8.60B +11.4%	$7.72B +37.3%	$5.62B +8.4%	$5.19B
Net Income	$1.06B -0.7%	$1.07B +26.1%	$845.7M +83.9%	$459.9M -17.9%	$559.9M +27.4%	$439.5M
EPS (Diluted)	$14.03 +2.5%	$13.69 +31.6%	$10.40 +84.7%	$5.63 -15.0%	$6.62 +36.5%	$4.85
Total Assets	$13.32B +28.2%	$10.39B +9.5%	$9.48B +18.7%	$7.99B +35.9%	$5.88B +7.4%	$5.48B
Total Debt	$5.49B +47.1%	$3.73B +37.4%	$2.72B -3.4%	$2.81B +17.3%	$2.40B +1.1%	$2.37B
Operating Cash Flow	$277.6M -45.8%	$512.6M -73.7%	$1.95B +329.4%	$453.1M -27.4%	$623.9M +7.3%	$581.6M

AI Insight: LPLA Financial Trends

Revenue surged 68% from Q2 2024 to Q1 2026, but Q3 2025 net loss and debt spike to $7.5B signal integration strain from major acquisition.

• Revenue grew 68% from $2,932M (Q2 2024) to $4,938M (Q1 2026), with Q1 2026 sustaining $4.9B run rate.

• Net income recovered to $356M in Q1 2026 after Q3 2025 loss of $30M, suggesting stabilization post-disruption.

• Total debt jumped 62% from $4.4B (Q2 2024) to $7.3B (Q4 2025), likely acquisition-funded; equity grew 126% to $5.7B.

⚠ Q3 2025 operating cash flow plunged to -$1,730M and net income turned negative—steepest quarterly deterioration in dataset.

⚠ Operating cash flow remains volatile; Q1 2026 improved to $290M but inconsistent recovery suggests integration headwinds persist.

AI Insight: LPLA Ratio Trends

Q3 2025 loss dragged TTM profitability well below recent quarterly run-rates, but Q1 2026 shows a meaningful sequential recovery across every margin metric.

• Operating margin swung from -0.8% in Q3 2025 to 9.8% in Q1 2026, recovering close to the 11%+ levels seen in 2024.

• ROIC rebounded from -1.1% in Q3 2025 to 15.1% in Q1 2026, though still below the 19.3% peak in Q3 2024.

• Leverage (D/E) has declined steadily from 1.87 in Q4 2024 to 1.26 in Q1 2026, the lowest level in the dataset.

• TTM metrics — 6.7% OpMargin, 4.8% ROA — are depressed by the Q3 2025 loss and do not reflect current quarterly trajectory.

⚠ Q3 2025 produced negative operating margin (-0.8%) and ROE (-2.3%) — the nature and recurrence risk of that one-off warrants scrutiny.

⚠ ROE at 25.1% in Q1 2026 remains well below the 38–41% range seen in Q2 2024–Q1 2025; full recovery is not yet confirmed.

⚠ Continued D/E compression toward 1.26 could signal deleveraging tailwind if sustained through upcoming quarters.

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Available Research

13F Pro tracks comprehensive data for LPL Financial Holdings Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LPLA

BlackRock, Inc.
$1.5B4,974,255 sh
DODGE & COX
$1.2B4,146,547 sh
Boston Partners
$1.2B4,131,498 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$1.2B3,869,359 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B3,851,978 sh
JANUS HENDERSON GROUP PLC
$1.1B3,666,780 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.1B3,596,968 sh
PRINCIPAL FINANCIAL GROUP INC
$793.2M2,636,544 sh
SAMLYN CAPITAL, LLC
$698.9M2,323,360 sh
Capital World Investors
$695.7M2,312,446 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	4,974,255
DODGE & COX	$1.2B	4,146,547
Boston Partners	$1.2B	4,131,498
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	3,869,359
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	3,851,978
JANUS HENDERSON GROUP PLC	$1.1B	3,666,780
VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	3,596,968
PRINCIPAL FINANCIAL GROUP INC	$793.2M	2,636,544
SAMLYN CAPITAL, LLC	$698.9M	2,323,360
Capital World Investors	$695.7M	2,312,446

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Is LPLA a good stock to buy?

13F Pro's AI-powered analysis of LPL Financial Holdings Inc. (LPLA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LPLA are available on the LPLA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LPLA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LPLA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LPL Financial Holdings Inc.'s investment landscape.