LPLA LPL Financial Holdings Inc. - Common Stock

NASDAQ · Financial Services · Lihat di SEC EDGAR ↗
$358,62
Harga · Agu 21, 2026
Fundamental per Agu 3, 2026
Rentang 52M
$260–$400
70% of range
Peringkat Analis
BUY
23 analysts
Target Harga
$432
+20% upside
P/E (TTM)
32.7
ROE
16.6%
Margin Laba Bersih
5.1%

LPLA Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$358.62
Kapitalisasi Pasar
—
P/E (TTM)
32.7
EPS (TTM)
$10.92
Pendapatan (TTM)
$16.99B
Imbal Hasil Dividen
—
ROE
16.6%
D/E Utang/Ekuitas
—
Rentang 52M
$260 – $400

LPLA Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $16.99B
10-point trend, +319.6%
2016-12-31 → 2025-12-31
EPS $10.92
10-point trend, +412.7%
2016-12-31 → 2025-12-31
Arus Kas Bebas $-982M
10-point trend, -767.0%
2016-12-31 → 2025-12-31
Margin 5.1%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
LPLA
Median Rekan
P/E (TTM)
5-point trend, +15.0%
32.7
18.4

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
LPLA
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -14.8%
5.1%
10.8%
ROA
5-point trend, -13.8%
5.4%
2.4%
ROE
5-point trend, -40.8%
16.6%
18.5%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
LPLA
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
LPLA
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +120.0%
37.2%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +120.0%
25.5%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +120.0%
23.7%
—
EPS YoY
5-point trend, +94.0%
-22.2%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, +87.7%
-18.5%
—

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
LPLA
Median Rekan
EPS (Diluted)
5-point trend, +94.0%
$10.92
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
LPLA
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, -37.2%
10.9%
—

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
—
Rasio Pembayaran Dividen
10.9%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
14 Agu 2026$0,3000
21 Mei 2026$0,3000
10 Maret 2026$0,3000
13 Nov. 2025$0,3000
15 Agu 2025$0,3000
30 Mei 2025$0,3000
11 Maret 2025$0,3000
14 Nov. 2024$0,3000
9 Agu 2024$0,3000
20 Mei 2024$0,3000
11 Maret 2024$0,3000
8 Nov. 2023$0,3000
10 Agu 2023$0,3000
17 Mei 2023$0,3000
13 Maret 2023$0,3000
9 Nov. 2022$0,2500
16 Agu 2022$0,2500
8 Juni 2022$0,2500
14 Maret 2022$0,2500
9 Nov. 2021$0,2500

LPLA Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 23 analis
  • Beli Kuat 7 30,4%
  • Beli 12 52,2%
  • Tahan 4 17,4%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

14 analis · 2026-08-22
Target median $401.50 +12,0%
Target rata-rata $431.86 +20,4%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.35%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $5.84 $5.51 0.33%
31 Maret 2026 $5.60 $5.60 0.00%
31 Des. 2025 $5.60 $5.03 0.57%
30 Sep. 2025 $5.20 $4.57 0.63%
30 Juni 2025 $4.51 $4.31 0.20%
31 Maret 2025 $5.15 $4.76 0.39%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
LPLA — 32.7 37.2% 5.1% 16.6% —
GS $260.60B 17.1 8.9% 29.5% 13.9% —
SCHW $207.21B 21.5 22.0% 37.0% 17.9% —
IBKR — 29.0 23.4% — — —
HOOD $101.94B 55.2 51.6% 42.1% 21.9% —
RJF $34.20B 16.8 6.6% 13.4% 17.7% —
SF — 14.2 6.7% 10.8% 11.7% —
JEF — 20.3 2.9% 6.3% 6.6% —
EVR — 24.2 29.5% 15.3% 31.7% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —
VIRT — 6.5 26.2% 12.9% 58.4% —

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 11
Data Laporan Laba Rugi Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +288.4% $16.99B $12.39B $10.05B $8.60B $7.72B $5.87B $5.62B $5.19B $4.28B $4.05B $4.28B $4.37B
Operating Expenses 12-point trend, +293.7% $15.84B $10.99B $8.61B $7.49B $7.12B $5.25B $4.88B $4.47B $3.79B $3.66B $3.93B $4.02B
Interest Income 7-point trend, +398.0% $232M $188M $159M $77M $29M $29M $47M · · · · ·
Pretax Income 12-point trend, +290.1% $1.15B $1.39B $1.44B $1.11B $601M $626M $742M $593M $365M $298M $283M $295M
Income Tax 12-point trend, +145.6% $286M $334M $379M $266M $141M $153M $182M $153M $126M $106M $114M $117M
Net Income 12-point trend, +384.7% $863M $1.06B $1.07B $846M $460M $473M $560M $439M $239M $192M $169M $178M
EPS (Basic) 12-point trend, +516.3% $10.97 $14.17 $13.88 $10.60 $5.75 $5.96 $6.78 $4.99 $2.65 $2.15 $1.77 $1.78
EPS (Diluted) 12-point trend, +524.0% $10.92 $14.03 $13.69 $10.40 $5.63 $5.86 $6.62 $4.85 $2.59 $2.13 $1.74 $1.75
Shares (Basic) 12-point trend, -21.2% 78,681,000 74,713,000 76,807,000 79,801,000 80,002,000 79,244,000 82,552,000 88,119,000 90,002,000 89,072,000 95,273,000 99,847,000
Shares (Diluted) 12-point trend, -22.2% 79,061,000 75,427,000 77,861,000 81,285,000 81,742,000 80,702,000 84,624,000 90,619,000 92,115,000 90,013,000 96,786,000 101,651,000
EBITDA 12-point trend, +578.3% $393M $308M $247M $200M $151M $110M $96M $88M $84M $76M $73M $58M
Neraca 18
Data Neraca Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +151.6% $1.04B $967M $466M $848M $495M $809M $590M $511M $811M $748M $725M $412M
Short-term Investments 6-point trend, +115.4% $92M $57M $91M $53M $49M $42M · · · · · ·
PP&E (Net) 12-point trend, +558.1% $1.41B $1.21B $933M $780M $659M $583M $533M $461M $413M $387M $275M $214M
PP&E (Gross) 12-point trend, +531.2% $3.18B $2.59B $1.99B $1.60B $1.28B $1.07B $921M $770M $840M $743M $604M $503M
Accum. Depreciation 12-point trend, +511.3% $1.77B $1.38B $1.06B $817M $624M $490M $388M $308M $427M $356M $329M $289M
Goodwill 12-point trend, +93.6% $2.64B $2.17B $1.86B $1.64B $1.64B $1.51B $1.50B $1.49B $1.43B $1.37B $1.37B $1.37B
Intangibles 12-point trend, +673.3% $3.33B $1.48B $672M $428M $455M $397M $440M $484M $414M $354M $392M $431M
Total Assets 12-point trend, +357.5% $18.49B $13.32B $10.39B $9.48B $7.99B $6.60B $5.88B $5.48B $5.36B $4.83B $4.52B $4.04B
Deferred Tax 7-point trend, -100.0% · · · · · $0 $2M $18M $16M $26M $36M $66M
Total Liabilities 12-point trend, +328.2% $13.15B $10.39B $8.31B $7.31B $6.32B $5.28B $4.86B $4.50B $4.39B $4.01B $3.81B $3.07B
Long-term Debt 12-point trend, +346.6% $7.26B $5.49B $3.73B $2.72B $2.81B $2.35B $2.40B $2.37B $2.39B $2.18B $2.19B $1.63B
Total Debt · · · · · · · · · · · $1.63B
Common Stock 12-point trend, +15.3% $136.0K $131.0K $130.0K $130.0K $129.0K $127.0K $126.0K $125.0K $123.0K $120.0K $119.0K $118.0K
Retained Earnings 12-point trend, +1373.0% $5.84B $5.07B $4.09B $3.10B $2.33B $1.94B $1.55B $1.07B $718M $570M $469M $396M
Treasury Stock 12-point trend, +455.1% $4.33B $4.20B $3.99B $2.85B $2.50B $2.39B $2.23B $1.73B $1.31B $1.19B $1.17B $781M
AOCI 4-point trend, -100.0% · · · · · · · · $0 $315.0K $553.0K $937.0K
Stockholders' Equity 12-point trend, +450.1% $5.34B $2.93B $2.08B $2.17B $1.67B $1.31B $1.02B $974M $965M $821M $716M $972M
Liabilities + Equity 12-point trend, +357.5% $18.49B $13.32B $10.39B $9.48B $7.99B $6.60B $5.88B $5.48B $5.36B $4.83B $4.52B $4.04B
Arus Kas 17
Data Arus Kas Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +578.5% $393M $308M $247M $200M $151M $110M $96M $88M $84M $76M $73M $58M
Stock-based Comp 12-point trend, +187.8% $79M $92M $69M $53M $44M $34M $33M $29M $29M $25M $29M $28M
Deferred Tax 12-point trend, +319.6% $53M $-76M $-68M $-93M $18M $-24M $-19M $-2M $-9M $-12M $-30M $-24M
Amort. of Intangibles 12-point trend, +508.2% $237M $135M $107M $88M $79M $67M $65M $60M $38M $38M $38M $39M
Restructuring 4-point trend, -100.0% · · · · · · · · $0 $0 $12M $35M
Other Non-cash 12-point trend, -24627.0% $-1.80B $-1.11B $-801M $941M $-221M $197M $-46M $27M $102M $-6M $38M $-7M
Operating Cash Flow 12-point trend, -277.1% $-411M $278M $513M $1.95B $453M $790M $624M $582M $453M $389M $279M $232M
CapEx 12-point trend, +536.2% $570M $563M $403M $307M $216M $156M $156M $133M $112M $128M $73M $90M
Investing Cash Flow 12-point trend, -2462.6% $-2.39B $-1.59B $-860M $-376M $-459M $-187M $-181M $-162M $-438M $-127M $-75M $-93M
Net Debt Issued · · · · · $-11M · · · · · ·
Stock Issued 3-point trend, +1725000000.00 $1.73B $0 $0 · · · · · · · · ·
Stock Repurchased 12-point trend, -63.6% $100M $170M $1.10B $325M $90M $150M $500M $418M $114M $25M $391M $275M
Net Stock Activity 12-point trend, +690.7% $1.62B $-170M $-1.10B $-325M $-90M $-150M $-500M $-418M $-114M $-25M $-391M $-275M
Dividends Paid 12-point trend, -1.3% $94M $90M $92M $80M $80M $79M $83M $88M $90M $89M $96M $96M
Financing Cash Flow 12-point trend, +1402.0% $3.17B $1.42B $-209M $-504M $279M $-275M $-533M $-483M $51M $-127M $108M $-243M
Net Change in Cash 12-point trend, +455.6% $371M $103M $-556M $1.06B $273M $327M $-90M $-64M $67M $135M $312M $-104M
Free Cash Flow 12-point trend, -788.5% $-982M $-285M $109M $1.64B $237M $634M $467M $449M $332M $147M $207M $143M
Profitabilitas 5
Data Profitabilitas Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +24.8% 5.1% 8.6% 10.6% 9.8% 6.0% 8.1% 10.0% 8.5% 5.6% 4.7% 4.0% 4.1%
Pretax Margin 12-point trend, +0.4% 6.8% 11.2% 14.4% 12.9% 7.8% 10.7% 13.2% 11.4% 8.5% 7.3% 6.6% 6.7%
EBITDA Margin 12-point trend, +74.4% 2.3% 2.5% 2.5% 2.3% 2.0% 1.9% 1.7% 1.7% 2.0% 1.9% 1.7% 1.3%
ROA 12-point trend, +23.4% 5.4% 8.9% 10.7% 9.7% 6.3% 7.6% 9.9% 8.1% 4.7% 4.1% 3.9% 4.4%
ROE 12-point trend, -5.3% 16.6% 37.1% 51.1% 40.6% 28.0% 37.5% 54.8% 45.0% 25.1% 23.8% 20.3% 17.5%
Likuiditas & Solvabilitas 2
Data Likuiditas & Solvabilitas Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity · · · · · · · · · · · 1.7
LT Debt / Equity · · · · · · · · · · · 1.6
Efisiensi 1
Data Efisiensi Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -1.2% 1.1 1.0 1.0 1.0 1.1 0.9 1.0 1.0 0.8 0.9 1.0 1.1
Per Saham 4
Data Per Saham Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +399.4% $214.89 $164.20 $129.11 $105.81 $94.45 $72.76 $66.47 $57.26 $46.48 $44.99 $44.17 $43.03
Cash Flow / Share 12-point trend, -327.8% $-5.20 $3.68 $6.58 $23.94 $5.54 $9.79 $7.37 $6.42 $4.82 $3.05 $2.89 $2.28
Dividend Paid / Share 7-point trend, +20.0% $1 $1 $1 $1 $1 $1 $1 · · · · ·
EPS (TTM) 12-point trend, +524.0% $10.92 $14.03 $13.69 $10.40 $5.63 $5.86 $6.62 $4.85 $2.59 $2.13 $1.74 $1.75
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +18.1% 37.2% 23.2% 16.9% 11.4% 31.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +29.8% 25.5% 17.1% 19.6% · · · · · · · · ·
Revenue CAGR 5Y 23.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -465.6% -22.2% 2.5% 31.6% 84.7% -3.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, -95.0% 1.6% 35.6% 32.7% · · · · · · · · ·
EPS CAGR 5Y 13.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -584.4% -18.5% -0.72% 26.1% 83.9% -2.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -97.8% 0.68% 32.0% 31.1% · · · · · · · · ·
Net Income CAGR 5Y 12.8% · · · · · · · · · · ·
Dividend CAGR 5Y 3.6% · · · · · · · · · · ·
Valuasi (TTM) 6
Data Valuasi (TTM) Tahunan untuk LPLA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +288.4% $16.99B $12.39B $10.05B $8.60B $7.72B $5.87B $5.62B $5.19B $4.28B $4.05B $4.28B $4.37B
Net Income TTM 12-point trend, +384.7% $863M $1.06B $1.07B $846M $460M $473M $560M $439M $239M $192M $169M $178M
P/E 12-point trend, +28.5% 32.7 23.3 16.6 20.8 28.4 17.8 13.9 12.6 22.1 16.5 24.5 25.5
Earnings Yield 12-point trend, -22.1% 3.1% 4.3% 6.0% 4.8% 3.5% 5.6% 7.2% 7.9% 4.5% 6.0% 4.1% 3.9%
Payout Ratio 12-point trend, -79.6% 10.9% 8.5% 8.6% 9.4% 17.4% 16.7% 14.8% 20.1% 37.8% 46.4% 56.8% 53.7%
Annual Payout 12-point trend, -1.3% $94M $90M $92M $80M $80M $79M $83M $88M $90M $89M $96M $96M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $16.99B$12.39B$10.05B$8.60B$7.72B
Laba Bersih $863M$1.06B$1.07B$846M$460M
EPS Dilusian $10.92$14.03$13.69$10.40$5.63
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-982M$-285M$109M$1.64B$237M

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Pemilik institusional (13F) 840 pengaju · $14.6B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
99 (-9 vs Kuartal sebelumnya) 84 (-45 vs Kuartal sebelumnya) 253 (-15 vs Kuartal sebelumnya) 291 (+20 vs Kuartal sebelumnya) +5.4M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
Dodge & Cox $1.289.722.301 4.578.679 8,82% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $1.079.399.168 3.832.005 7,38% Saham
VANGUARD CAPITAL MANAGEMENT LLC $1.017.885.608 3.613.624 6,96% Saham
Capital World Investors $660.051.167 2.343.266 4,51% Saham
STATE STREET CORP $544.836.442 1.934.239 3,72% Saham
WCM INVESTMENT MANAGEMENT, LLC $487.340.050 1.810.058 3,33% Saham
ALLIANCEBERNSTEIN L.P. $416.877.880 1.385.759 2,85% Saham
GOLDMAN SACHS GROUP INC $362.995.156 1.288.679 2,48% Saham
GEODE CAPITAL MANAGEMENT, LLC $362.526.178 1.291.279 2,48% Saham
LONE PINE CAPITAL LLC $343.395.806 1.219.099 2,35% Saham
SurgoCap Partners LP $299.487.246 1.063.218 2,05% Saham
NORGES BANK $297.038.039 1.054.523 2,03% Saham
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $279.709.930 993.006 1,91% Saham
VAN ECK ASSOCIATES CORP $267.796.274 950.711 1,83% Saham
SAMLYN CAPITAL, LLC $249.100.328 884.338 1,70% Saham
FMR LLC $243.398.378 864.096 1,66% Saham
WESTFIELD CAPITAL MANAGEMENT CO LP $223.389.290 793.061 1,53% Saham
Assenagon Asset Management S.A. $210.439.184 747.086 1,44% Saham
DIMENSIONAL FUND ADVISORS LP $190.101.823 674.886 1,30% Saham
Boston Partners $157.376.020 558.705 1,08% Saham
CITADEL ADVISORS LLC $155.800.870 553.113 1,06% Saham
Azora Capital LP $148.126.217 525.867 1,01% Saham
VANGUARD FIDUCIARY TRUST CO $143.675.673 510.067 0,98% Saham
Point72 Asset Management, L.P. $142.908.940 507.345 0,98% Saham
Holocene Advisors, LP $130.271.085 462.479 0,89% Saham
TD Asset Management Inc $129.959.828 461.374 0,89% Saham
BNP PARIBAS FINANCIAL MARKETS $126.294.326 448.361 0,86% Saham
Epoch Investment Partners, Inc. $124.469.040 441.881 0,85% Saham
VICTORY CAPITAL MANAGEMENT INC $119.392.603 423.859 0,82% Saham
Castle Hook Partners LP $114.620.099 406.916 0,78% Saham
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $107.872.615 382.961 0,74% Saham
APG Asset Management N.V. $107.719.133 437.217 0,74% Saham
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $98.376.177 349.248 0,67% Saham
Qube Research & Technologies Ltd $97.038.760 344.500 0,66% Saham
First Pacific Advisors, LP $90.488.010 321.244 0,62% Saham
Prana Capital Management, LP $89.826.625 318.896 0,61% Saham
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $87.161.369 309.434 0,60% Saham
ENVESTNET ASSET MANAGEMENT INC $81.722.262 290.125 0,56% Saham
ADAGE CAPITAL PARTNERS GP, L.L.C. $81.405.520 289.000 0,56% Saham
AMERICAN CENTURY COMPANIES INC $79.613.473 282.638 0,54% Saham
JANE STREET GROUP, LLC $78.492.385 278.658 0,54% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $71.255.181 252.965 0,49% Saham
Heron Bay Capital Management $66.267.683 235.259 0,45% Saham
Caisse de depot et placement du Quebec $65.312.297 231.867 0,45% Saham
SCS Capital Management LLC $60.141.883 213.511 0,41% Saham
MILLENNIUM MANAGEMENT LLC $58.070.867 206.159 0,40% Saham
RAYMOND JAMES FINANCIAL INC $55.469.839 196.925 0,38% Saham
Capricorn Fund Managers Ltd $54.874.644 194.812 0,38% Saham
GILDER GAGNON HOWE & CO LLC $54.374.662 193.037 0,37% Saham
Longaeva Partners L.P. $52.575.572 186.650 0,36% Saham
BANK OF AMERICA CORP /DE/ $50.284.669 178.517 0,34% Saham
Freestone Grove Partners LP $50.173.687 178.123 0,34% Saham
Sumitomo Mitsui Trust Group, Inc. $47.222.807 167.647 0,32% Saham
Balyasny Asset Management L.P. $45.531.037 161.641 0,31% Saham
National Pension Service $45.437.519 161.309 0,31% Saham
GOLDENTREE ASSET MANAGEMENT LP $43.727.466 155.495 0,30% Saham
Alyeska Investment Group, L.P. $43.666.879 155.023 0,30% Saham
VANGUARD ASSET MANAGEMENT, Ltd $43.246.612 153.531 0,30% Saham
RENAISSANCE TECHNOLOGIES LLC $42.719.589 151.660 0,29% Saham
LPL Financial LLC $41.183.870 146.208 0,28% Saham
Solel Partners LP $38.590.160 137.000 0,26% Saham
Hudson Bay Capital Management LP $38.458.897 136.534 0,26% Saham
BlackRock, Inc. $38.404.533 136.341 0,26% Saham
BROWN BROTHERS HARRIMAN & CO $36.978.387 131.278 0,25% Saham
Diamond Hill Capital Management, LLC (Investment Advisor) $36.453.054 129.413 0,25% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $35.310.222 117.376 0,24% Saham
Perpetual Ltd $34.091.730 121.030 0,23% Saham
HMI Capital Management, L.P. $33.407.248 118.600 0,23% Saham
UBS Group AG $32.421.650 115.101 0,22% Saham
BAMCO INC /NY/ $32.174.616 114.224 0,22% Saham
TORONTO DOMINION BANK $31.352.392 111.305 0,21% Saham
BARCLAYS PLC $31.300.281 111.120 0,21% Saham
Schonfeld Strategic Advisors LLC $30.723.681 109.073 0,21% Saham
Interval Partners, LP $30.598.335 108.628 0,21% Saham
California Public Employees Retirement System $30.247.643 107.383 0,21% Saham
WELLS FARGO & COMPANY/MN $27.812.750 98.739 0,19% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $26.860.160 95.357 0,18% Saham
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $26.337.080 93.500 0,18% Saham
RHUMBLINE ADVISERS $26.054.484 92.497 0,18% Saham
SummitTX Capital, L.P. $25.298.244 89.812 0,17% Saham
Cander Asset Management LP $24.798.262 88.037 0,17% Saham
Champlain Investment Partners, LLC $24.256.873 86.115 0,17% Saham
Ensign Peak Advisors, Inc $24.236.592 86.043 0,17% Saham
MARSHALL WACE, LLP $23.773.511 84.399 0,16% Saham
MILLENNIUM MANAGEMENT LLC $23.407.608 83.100 0,16% Opsi beli
WELLINGTON MANAGEMENT GROUP LLP $21.876.677 77.665 0,15% Saham
Clarkston Capital Partners, LLC $21.548.238 76.499 0,15% Saham
FAMILY WEALTH PARTNERS, LLC $21.518.653 71.531 0,15% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $21.136.617 70.261 0,14% Saham
TRILLIUM ASSET MANAGEMENT, LLC $20.215.719 71.767 0,14% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $20.042.000 71.153 0,14% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $19.797.597 70.284 0,14% Saham
AVIVA PLC $19.525.776 69.319 0,13% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $18.590.880 66.000 0,13% Saham
Focus Partners Advisor Solutions, LLC $18.152.569 64.443 0,12% Saham
Mawer Investment Management Ltd. $18.095.968 64.243 0,12% Saham
ROYAL LONDON ASSET MANAGEMENT LTD $17.945.832 63.710 0,12% Saham
BARROW HANLEY MEWHINNEY & STRAUSS LLC $17.221.915 61.140 0,12% Saham
Hiddenite Capital Partners LP $16.900.800 60.000 0,12% Saham
Foster Victor Wealth Advisors, LLC $16.853.795 52.447 0,12% Saham

Orang dalam perusahaan 64 orang dalam · 15 pejabat · 9 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Becky S Shulman MD & Deputy CFO 28 Sep. 2011 P — 0 0 $0
William E Dwyer III President, Nat'l Sales 22 Feb. 2013 A 772.977 0 0 $0
Esther M Stearns President & COO 22 Feb. 2012 M 616.926 0 0 $0
Greg Gates Group Managing Director 20 Agu 2026 M 23.602 0 19 $-1.971.120
Matthew Enyedi Group Managing Director 31 Juli 2026 S 13.121 0 5 $-352.718
Aneri Jambusaria Group Managing Director 17 Juni 2026 S 6.415 0 2 $-123.148
Marc Eliot Cohen Group Managing Director 12 Juni 2026 F 4.356 0 0 $0
John J. Mcdermott MD, Chief Risk Ofc. 22 Feb. 2013 A 1.780 0 0 $0
Stephanie L Brown MD & General Counsel 22 Feb. 2013 A 545.788 0 0 $0
Christopher Feeney MD, Chief Information Officer 6 Des. 2012 M 0 0 0 $0
Jonathan Eaton MD, Custom Clearing Services 30 April 2012 S 199.109 0 0 $0
Denise M. Abood MD, Human Capital 22 Des. 2010 P 39.134 0 0 $0
Steven M. Black Mng Dir., Chief Risk Officer 31 Des. 2008 J — 0 0 $0
Bill Maher Managing Director 28 Des. 2008 M 100 0 0 $0
Joseph P Tuorto Mng Dir, Head of Compliance 5 Feb. 2008 A — 0 0 $0
James S Putnam Direktur 3 Agu 2026 G 135.290 0 0 $0
Corey E. Thomas Direktur 4 Juni 2026 A 14.908 0 0 $0
Allison Mnookin Direktur 4 Juni 2026 A 11.761 0 0 $0
William Francis Glavin Jr Direktur 4 Juni 2026 A 24.064 0 0 $0
Richard P Schifter Direktur 4 Juni 2026 A 39.178 0 0 $0
Edward C Bernard Direktur 4 Juni 2026 A 16.259 0 0 $0
Paulett Eberhart Direktur 4 Juni 2026 A 17.760 0 0 $0
Jeffrey A Goldstein Direktur 22 Feb. 2013 A 1.582 0 0 $0
Erik D. Ragatz Direktur 1 Des. 2011 A 3.180 0 0 $0
Katharine Reeping — 9 Sep. 2025 F 1.972 0 0 $0
Emily Field — 5 Sep. 2025 A 817 0 0 $0
Albert J Ko — 23 Mei 2025 A 2.566 0 0 $0
Anne M Mulcahy — 23 Mei 2025 A 36.371 0 0 $0
Matthew J Audette — 26 Feb. 2025 S 16.538 0 0 $0
Sara Dadyar — 25 Feb. 2025 A 1.797 0 0 $0
Althea Brown — 25 Feb. 2025 A 6.711 0 0 $0
Richard Steinmeier — 25 Feb. 2025 A 31.439 0 0 $0
Dan H. Arnold — 14 Juni 2024 M 142.608 0 0 $0
Kabir Sethi — 26 Feb. 2024 S 10.245 0 0 $0
Sallie R. Larsen — 10 Nov. 2023 M 25.196 0 0 $0
Michelle Oroschakoff — 27 Feb. 2023 S 23.852 0 0 $0
Brent Simonich — 25 Feb. 2023 A 6.773 0 0 $0
Dayton Semerjian — 25 Feb. 2023 F 19.118 0 0 $0
Edward Fandrey — 28 Feb. 2022 S 15.289 0 0 $0
George Burton White — 25 Feb. 2022 F 49.578 0 0 $0
Scott Seese — 14 Juni 2021 M 24.179 0 0 $0
John Andrew Kalbaugh — 26 Feb. 2021 S 27.523 0 0 $0
James S Riepe — 31 Maret 2020 A 95.258 0 0 $0
Tracy Calder — 25 Nov. 2019 M 8.089 0 0 $0
Thomas Gooley — 14 Maret 2019 M 17.293 0 0 $0
Viet D Dinh — 23 Agu 2018 A 17.364 0 0 $0
William P. Morrissey Jr. — 13 Maret 2018 F 18.091 0 0 $0
Marco W. Hellman — 6 Maret 2018 S 492.390 0 0 $0
John Joseph Brennan — 24 Maret 2017 A 45.883 0 0 $0
David P. Bergers — 13 Maret 2017 A 43.382 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 1 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
MARCATO CAPITAL MANAGEMENT LP, RICHARD T. MCGUIRE III, MARCATO, L.P., MARCATO II, L.P., MARCATO INTERNATIONAL MASTER FUND, LTD. ×3 pengajuan 14 Jan. 2016 — Pengajuan awal — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Kepemilikan ETF Dimiliki oleh 126 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
KBWR · Invesco Exchange-Traded Fund Trust … 3,86% 7.208 NS 31 Mei 2026 N-PORT
KMID · Virtus ETF Trust II 2,94% 3.870 NS 30 April 2026 N-PORT
GRW · TCW ETF Trust 2,72% 5.836 NS 30 April 2026 N-PORT
AMID · EA Series Trust 2,61% 10.010 NS 29 Mei 2026 N-PORT
EQRR · ProShares Trust 1,60% 3.630 NS 31 Mei 2026 N-PORT
SOVF · Elevation Series Trust 1,10% 3.090 NS 30 April 2026 N-PORT
ABCS · EA Series Trust 1,00% 415 NS 29 Mei 2026 N-PORT
MFSV · MFS Active Exchange Traded Funds Tr… 0,87% 15.145 NS 31 Mei 2026 N-PORT
FFND · Northern Lights Fund Trust II 0,72% 2.702 NS 31 Mei 2026 N-PORT
LCLG · Advisors Series Trust 0,71% 2.149 NS 30 April 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,71% 71.972 NS 31 Mei 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,56% 12.671 NS 31 Mei 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 0,53% 665 NS 31 Mei 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,49% 612.719 SH 19 Agu 2026 Harian
IYF · iShares Trust 0,43% 51.652 SH 20 Agu 2026 Harian
IYG · iShares Trust 0,39% 24.207 SH 20 Agu 2026 Harian
IMCG · iShares Trust 0,37% 42.311 SH 20 Agu 2026 Harian
BSCU · Invesco Exchange-Traded Self-Indexe… 0,34% 9.045.000 20 Agu 2026 Harian
FXO · First Trust Exchange-Traded AlphaDE… 0,33% 10.592 NS 30 April 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,32% 20.991 NS 30 April 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0,30% 10.144.000 20 Agu 2026 Harian
IWP · iShares Trust 0,29% 164.205 SH 20 Agu 2026 Harian
AVLV · AMERICAN CENTURY ETF TRUST 0,28% 131.984 NS 31 Mei 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,26% 3.918 NS 31 Mei 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,26% 130.637 SH 19 Agu 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,25% 917.868 SH 19 Agu 2026 Harian
AVUQ · AMERICAN CENTURY ETF TRUST 0,24% 2.216 NS 31 Mei 2026 N-PORT
SIZE · iShares Trust 0,23% 2.797 SH 20 Agu 2026 Harian
GARP · iShares Trust 0,22% 18.423 SH 20 Agu 2026 Harian
WINN · Harbor ETF Trust 0,22% 7.242 NS 30 April 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,22% 1.733.256 SH 19 Agu 2026 Harian
EUSA · iShares, Inc. 0,22% 11.950 SH 20 Agu 2026 Harian
DFVE · DoubleLine ETF Trust 0,22% 251 NS 30 Juni 2026 N-PORT
IWR · iShares Trust 0,20% 325.942 SH 20 Agu 2026 Harian
FTA · First Trust Exchange-Traded AlphaDE… 0,19% 7.304 NS 30 April 2026 N-PORT
IMCB · iShares Trust 0,19% 8.893 SH 20 Agu 2026 Harian
IWS · iShares Trust 0,17% 77.491 SH 20 Agu 2026 Harian
AOTG · EA Series Trust 0,17% 660 NS 29 Mei 2026 N-PORT
DFSU · Dimensional ETF Trust 0,17% 10.468 NS 30 April 2026 N-PORT
DFVX · Dimensional ETF Trust 0,17% 2.408 NS 30 April 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,16% 10.638 NS 31 Mei 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5.158.000 19 Agu 2026 Harian
USXF · iShares Trust 0,11% 4.689 SH 20 Agu 2026 Harian
DFAC · Dimensional ETF Trust 0,11% 147.511 NS 30 April 2026 N-PORT
DEUS · DBX ETF Trust 0,11% 1.069 NS 29 Mei 2026 N-PORT
DXUV · Dimensional ETF Trust 0,11% 1.271 NS 30 April 2026 N-PORT
DUHP · Dimensional ETF Trust 0,10% 34.476 NS 30 April 2026 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0,10% 4.482 NS 31 Mei 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,10% 110.000 20 Agu 2026 Harian
QARP · DBX ETF Trust 0,10% 261 NS 29 Mei 2026 N-PORT