LPLA LPL Financial Holdings Inc. - Common Stock

NASDAQ · Financial Services · SEC EDGAR'da Görüntüle ↗
$371,39
Fiyat · Ağu 19, 2026
Temel veriler itibarıyla Ağu 3, 2026
52 Haftlık Aralık
$260–$400
79% of range
Analist Derecelendirmesi
BUY
23 analysts
Fiyat Hedefi
$431
+16% upside
P/E (TTM)
32.7
ROE
16.6%
Net Kâr Marjı
5.1%

LPLA Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$371.38
Piyasa Değeri
—
P/E (TTM)
32.7
EPS (TTM)
$10.92
Gelir (TTM)
$16.99B
Temettü Verimi
—
ROE
16.6%
D/E Borç/Özsermaye
—
52 Haftlık Aralık
$260 – $400

LPLA Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $16.99B
10-point trend, +319.6%
2016-12-31 → 2025-12-31
Hisse Başına Kâr $10.92
10-point trend, +412.7%
2016-12-31 → 2025-12-31
Serbest Nakit Akışı $-982M
10-point trend, -767.0%
2016-12-31 → 2025-12-31
Marjlar 5.1%

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması
P/E (TTM)
5-point trend, +15.0%
32.7
18.4

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması
Net Profit Margin (Net Kâr Marjı)
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%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +120.0%
37.2%
—
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +120.0%
25.5%
—
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +120.0%
23.7%
—
EPS YoY (EPS YB)
5-point trend, +94.0%
-22.2%
—
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, +87.7%
-18.5%
—

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +94.0%
$10.92
—

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
LPLA
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, -37.2%
10.9%
—

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Temettü Verimi
—
Temettü Ödeme Oranı
10.9%
5 Yıllık Temettü CAGR
—
Ex-tarihiMiktar
14 Ağustos 2026$0,3000
21 Mayıs 2026$0,3000
10 Mart 2026$0,3000
13 Kasım 2025$0,3000
15 Ağustos 2025$0,3000
30 Mayıs 2025$0,3000
11 Mart 2025$0,3000
14 Kasım 2024$0,3000
09 Ağustos 2024$0,3000
20 Mayıs 2024$0,3000
11 Mart 2024$0,3000
08 Kasım 2023$0,3000
10 Ağustos 2023$0,3000
17 Mayıs 2023$0,3000
13 Mart 2023$0,3000
09 Kasım 2022$0,2500
16 Ağustos 2022$0,2500
08 Haziran 2022$0,2500
14 Mart 2022$0,2500
09 Kasım 2021$0,2500

LPLA Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

AL 23 analist
  • Güçlü Al 7 30,4%
  • Al 12 52,2%
  • Tut 4 17,4%
  • Sat 0 0,0%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

14 analist · 2026-08-15
Medyan hedef $401.50 +8,1%
Ortalama hedef $430.86 +16,0%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
0.35%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $5.84 $5.51 0.33%
31 Mart 2026 $5.60 $5.60 0.00%
31 Aralık 2025 $5.60 $5.03 0.57%
30 Eylül 2025 $5.20 $4.57 0.63%
30 Haziran 2025 $4.51 $4.31 0.20%
31 Mart 2025 $5.15 $4.76 0.39%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
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% —

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 11
LPLA için Yıllık Gelir Tablosu verileri
Metrik Eğilim 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
Bilanço 18
LPLA için Yıllık Bilanço verileri
Metrik Eğilim 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
Nakit Akışı 17
LPLA için Yıllık Nakit Akışı verileri
Metrik Eğilim 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
Kârlılık 5
LPLA için Yıllık Kârlılık verileri
Metrik Eğilim 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%
Likidite ve Solventlik 2
LPLA için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Debt / Equity · · · · · · · · · · · 1.7
LT Debt / Equity · · · · · · · · · · · 1.6
Verimlilik 1
LPLA için Yıllık Verimlilik verileri
Metrik Eğilim 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
Hisse Başına 4
LPLA için Yıllık Hisse Başına verileri
Metrik Eğilim 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
Büyüme Oranları 10
LPLA için Yıllık Büyüme Oranları verileri
Metrik Eğilim 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% · · · · · · · · · · ·
Değerleme (TTM) 6
LPLA için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 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

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-12-312024-12-312023-12-312022-12-312021-12-31
Gelir $16.99B$12.39B$10.05B$8.60B$7.72B
Net Gelir $863M$1.06B$1.07B$846M$460M
Seyreltilmiş Hisse Başı Kâr $10.92$14.03$13.69$10.40$5.63
Nakit Akışı
2025-12-312024-12-312023-12-312022-12-312021-12-31
Serbest Nakit Akışı $-982M$-285M$109M$1.64B$237M

Son Haberler Bu şirketten bahseden son manşetler

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 841 dosya · $14.6B toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
106 (+3 önceki Ç'ye göre) 83 (-46 önceki Ç'ye göre) 248 (-19 önceki Ç'ye göre) 287 (+17 önceki Ç'ye göre) +13.6M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
Dodge & Cox $1.289.722.301 4.578.679 8,81% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $1.079.399.168 3.832.005 7,38% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $1.017.885.608 3.613.624 6,96% Hisse senetleri
Capital World Investors $660.051.167 2.343.266 4,51% Hisse senetleri
STATE STREET CORP $544.836.442 1.934.239 3,72% Hisse senetleri
WCM INVESTMENT MANAGEMENT, LLC $487.340.050 1.810.058 3,33% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $416.877.880 1.385.759 2,85% Hisse senetleri
GOLDMAN SACHS GROUP INC $362.995.156 1.288.679 2,48% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $362.526.178 1.291.279 2,48% Hisse senetleri
LONE PINE CAPITAL LLC $343.395.806 1.219.099 2,35% Hisse senetleri
SurgoCap Partners LP $299.487.246 1.063.218 2,05% Hisse senetleri
NORGES BANK $297.038.039 1.054.523 2,03% Hisse senetleri
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $279.709.930 993.006 1,91% Hisse senetleri
VAN ECK ASSOCIATES CORP $267.796.274 950.711 1,83% Hisse senetleri
SAMLYN CAPITAL, LLC $249.100.328 884.338 1,70% Hisse senetleri
FMR LLC $243.398.378 864.096 1,66% Hisse senetleri
WESTFIELD CAPITAL MANAGEMENT CO LP $223.389.290 793.061 1,53% Hisse senetleri
Assenagon Asset Management S.A. $210.439.184 747.086 1,44% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $190.101.823 674.886 1,30% Hisse senetleri
Boston Partners $157.376.020 558.705 1,08% Hisse senetleri
CITADEL ADVISORS LLC $155.800.870 553.113 1,06% Hisse senetleri
Azora Capital LP $148.126.217 525.867 1,01% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $143.675.673 510.067 0,98% Hisse senetleri
Point72 Asset Management, L.P. $142.908.940 507.345 0,98% Hisse senetleri
Holocene Advisors, LP $130.271.085 462.479 0,89% Hisse senetleri
TD Asset Management Inc $129.959.828 461.374 0,89% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $126.294.326 448.361 0,86% Hisse senetleri
Epoch Investment Partners, Inc. $124.469.040 441.881 0,85% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $119.392.603 423.859 0,82% Hisse senetleri
Castle Hook Partners LP $114.620.099 406.916 0,78% Hisse senetleri
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $107.872.615 382.961 0,74% Hisse senetleri
APG Asset Management N.V. $107.719.133 437.217 0,74% Hisse senetleri
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $98.376.177 349.248 0,67% Hisse senetleri
Qube Research & Technologies Ltd $97.038.760 344.500 0,66% Hisse senetleri
First Pacific Advisors, LP $90.488.010 321.244 0,62% Hisse senetleri
Prana Capital Management, LP $89.826.625 318.896 0,61% Hisse senetleri
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $87.161.369 309.434 0,60% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $81.722.262 290.125 0,56% Hisse senetleri
ADAGE CAPITAL PARTNERS GP, L.L.C. $81.405.520 289.000 0,56% Hisse senetleri
AMERICAN CENTURY COMPANIES INC $79.613.473 282.638 0,54% Hisse senetleri
JANE STREET GROUP, LLC $78.492.385 278.658 0,54% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $71.255.181 252.965 0,49% Hisse senetleri
Heron Bay Capital Management $66.267.683 235.259 0,45% Hisse senetleri
Caisse de depot et placement du Quebec $65.312.297 231.867 0,45% Hisse senetleri
SCS Capital Management LLC $60.141.883 213.511 0,41% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $58.070.867 206.159 0,40% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $55.469.839 196.925 0,38% Hisse senetleri
Capricorn Fund Managers Ltd $54.874.644 194.812 0,37% Hisse senetleri
GILDER GAGNON HOWE & CO LLC $54.374.662 193.037 0,37% Hisse senetleri
Longaeva Partners L.P. $52.575.572 186.650 0,36% Hisse senetleri
BANK OF AMERICA CORP /DE/ $50.284.669 178.517 0,34% Hisse senetleri
Freestone Grove Partners LP $50.173.687 178.123 0,34% Hisse senetleri
Sumitomo Mitsui Trust Group, Inc. $47.222.807 167.647 0,32% Hisse senetleri
Balyasny Asset Management L.P. $45.531.037 161.641 0,31% Hisse senetleri
National Pension Service $45.437.519 161.309 0,31% Hisse senetleri
GOLDENTREE ASSET MANAGEMENT LP $43.727.466 155.495 0,30% Hisse senetleri
Alyeska Investment Group, L.P. $43.666.879 155.023 0,30% Hisse senetleri
VANGUARD ASSET MANAGEMENT, Ltd $43.246.612 153.531 0,30% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $42.719.589 151.660 0,29% Hisse senetleri
LPL Financial LLC $41.183.870 146.208 0,28% Hisse senetleri
Solel Partners LP $38.590.160 137.000 0,26% Hisse senetleri
Hudson Bay Capital Management LP $38.458.897 136.534 0,26% Hisse senetleri
BlackRock, Inc. $38.404.533 136.341 0,26% Hisse senetleri
BROWN BROTHERS HARRIMAN & CO $36.978.387 131.278 0,25% Hisse senetleri
Diamond Hill Capital Management, LLC (Investment Advisor) $36.453.054 129.413 0,25% Hisse senetleri
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $35.310.222 117.376 0,24% Hisse senetleri
Perpetual Ltd $34.091.730 121.030 0,23% Hisse senetleri
HMI Capital Management, L.P. $33.407.248 118.600 0,23% Hisse senetleri
UBS Group AG $32.421.650 115.101 0,22% Hisse senetleri
BAMCO INC /NY/ $32.174.616 114.224 0,22% Hisse senetleri
TORONTO DOMINION BANK $31.352.392 111.305 0,21% Hisse senetleri
BARCLAYS PLC $31.300.281 111.120 0,21% Hisse senetleri
Schonfeld Strategic Advisors LLC $30.723.681 109.073 0,21% Hisse senetleri
Interval Partners, LP $30.598.335 108.628 0,21% Hisse senetleri
California Public Employees Retirement System $30.247.643 107.383 0,21% Hisse senetleri
WELLS FARGO & COMPANY/MN $27.812.750 98.739 0,19% Hisse senetleri
Mitsubishi UFJ Asset Management Co., Ltd. $26.860.160 95.357 0,18% Hisse senetleri
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $26.337.080 93.500 0,18% Hisse senetleri
RHUMBLINE ADVISERS $26.054.484 92.497 0,18% Hisse senetleri
SummitTX Capital, L.P. $25.298.244 89.812 0,17% Hisse senetleri
Cander Asset Management LP $24.798.262 88.037 0,17% Hisse senetleri
Champlain Investment Partners, LLC $24.256.873 86.115 0,17% Hisse senetleri
Ensign Peak Advisors, Inc $24.236.592 86.043 0,17% Hisse senetleri
MARSHALL WACE, LLP $23.773.511 84.399 0,16% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $23.407.608 83.100 0,16% Alım opsiyonu
WELLINGTON MANAGEMENT GROUP LLP $21.876.677 77.665 0,15% Hisse senetleri
Clarkston Capital Partners, LLC $21.548.238 76.499 0,15% Hisse senetleri
FAMILY WEALTH PARTNERS, LLC $21.518.653 71.531 0,15% Hisse senetleri
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $21.136.617 70.261 0,14% Hisse senetleri
TRILLIUM ASSET MANAGEMENT, LLC $20.215.719 71.767 0,14% Hisse senetleri
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $20.042.000 71.153 0,14% Hisse senetleri
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $19.797.597 70.284 0,14% Hisse senetleri
AVIVA PLC $19.525.776 69.319 0,13% Hisse senetleri
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $18.590.880 66.000 0,13% Hisse senetleri
Focus Partners Advisor Solutions, LLC $18.152.569 64.443 0,12% Hisse senetleri
Mawer Investment Management Ltd. $18.095.968 64.243 0,12% Hisse senetleri
ROYAL LONDON ASSET MANAGEMENT LTD $17.945.832 63.710 0,12% Hisse senetleri
BARROW HANLEY MEWHINNEY & STRAUSS LLC $17.221.915 61.140 0,12% Hisse senetleri
Hiddenite Capital Partners LP $16.900.800 60.000 0,12% Hisse senetleri
Foster Victor Wealth Advisors, LLC $16.853.795 52.447 0,12% Hisse senetleri

Şirket yöneticileri 64 içeriden öğrenenler · 15 yöneticiler · 9 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Becky S Shulman MD & Deputy CFO 28 Eylül 2011 P — 0 0 $0
William E Dwyer III President, Nat'l Sales 22 Şubat 2013 A 772.977 0 0 $0
Esther M Stearns President & COO 22 Şubat 2012 M 616.926 0 0 $0
Matthew Enyedi Group Managing Director 31 Temmuz 2026 S 13.121 0 5 $-352.718
Aneri Jambusaria Group Managing Director 17 Haziran 2026 S 6.415 0 2 $-123.148
Marc Eliot Cohen Group Managing Director 12 Haziran 2026 F 4.356 0 0 $0
Greg Gates Group Managing Director 12 Haziran 2026 F 20.532 0 18 $-507.310
John J. Mcdermott MD, Chief Risk Ofc. 22 Şubat 2013 A 1.780 0 0 $0
Stephanie L Brown MD & General Counsel 22 Şubat 2013 A 545.788 0 0 $0
Christopher Feeney MD, Chief Information Officer 06 Aralık 2012 M 0 0 0 $0
Jonathan Eaton MD, Custom Clearing Services 30 Nisan 2012 S 199.109 0 0 $0
Denise M. Abood MD, Human Capital 22 Aralık 2010 P 39.134 0 0 $0
Steven M. Black Mng Dir., Chief Risk Officer 31 Aralık 2008 J — 0 0 $0
Bill Maher Managing Director 28 Aralık 2008 M 100 0 0 $0
Joseph P Tuorto Mng Dir, Head of Compliance 05 Şubat 2008 A — 0 0 $0
James S Putnam Yönetim kurulu üyesi 03 Ağustos 2026 G 135.290 0 0 $0
Corey E. Thomas Yönetim kurulu üyesi 04 Haziran 2026 A 14.908 0 0 $0
Allison Mnookin Yönetim kurulu üyesi 04 Haziran 2026 A 11.761 0 0 $0
William Francis Glavin Jr Yönetim kurulu üyesi 04 Haziran 2026 A 24.064 0 0 $0
Richard P Schifter Yönetim kurulu üyesi 04 Haziran 2026 A 39.178 0 0 $0
Edward C Bernard Yönetim kurulu üyesi 04 Haziran 2026 A 16.259 0 0 $0
Paulett Eberhart Yönetim kurulu üyesi 04 Haziran 2026 A 17.760 0 0 $0
Jeffrey A Goldstein Yönetim kurulu üyesi 22 Şubat 2013 A 1.582 0 0 $0
Erik D. Ragatz Yönetim kurulu üyesi 01 Aralık 2011 A 3.180 0 0 $0
Katharine Reeping — 09 Eylül 2025 F 1.972 0 0 $0
Emily Field — 05 Eylül 2025 A 817 0 0 $0
Albert J Ko — 23 Mayıs 2025 A 2.566 0 0 $0
Anne M Mulcahy — 23 Mayıs 2025 A 36.371 0 0 $0
Matthew J Audette — 26 Şubat 2025 S 16.538 0 0 $0
Sara Dadyar — 25 Şubat 2025 A 1.797 0 0 $0
Althea Brown — 25 Şubat 2025 A 6.711 0 0 $0
Richard Steinmeier — 25 Şubat 2025 A 31.439 0 0 $0
Dan H. Arnold — 14 Haziran 2024 M 142.608 0 0 $0
Kabir Sethi — 26 Şubat 2024 S 10.245 0 0 $0
Sallie R. Larsen — 10 Kasım 2023 M 25.196 0 0 $0
Michelle Oroschakoff — 27 Şubat 2023 S 23.852 0 0 $0
Brent Simonich — 25 Şubat 2023 A 6.773 0 0 $0
Dayton Semerjian — 25 Şubat 2023 F 19.118 0 0 $0
Edward Fandrey — 28 Şubat 2022 S 15.289 0 0 $0
George Burton White — 25 Şubat 2022 F 49.578 0 0 $0
Scott Seese — 14 Haziran 2021 M 24.179 0 0 $0
John Andrew Kalbaugh — 26 Şubat 2021 S 27.523 0 0 $0
James S Riepe — 31 Mart 2020 A 95.258 0 0 $0
Tracy Calder — 25 Kasım 2019 M 8.089 0 0 $0
Thomas Gooley — 14 Mart 2019 M 17.293 0 0 $0
Viet D Dinh — 23 Ağustos 2018 A 17.364 0 0 $0
William P. Morrissey Jr. — 13 Mart 2018 F 18.091 0 0 $0
Marco W. Hellman — 06 Mart 2018 S 492.390 0 0 $0
John Joseph Brennan — 24 Mart 2017 A 45.883 0 0 $0
David P. Bergers — 13 Mart 2017 A 43.382 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

Aktivistler ve %5+ sahipler 1 pozisyon

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
MARCATO CAPITAL MANAGEMENT LP, RICHARD T. MCGUIRE III, MARCATO, L.P., MARCATO II, L.P., MARCATO INTERNATIONAL MASTER FUND, LTD. ×3 başvurular 14 Ocak 2016 — İlk başvuru — 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.

ETF sahipliği 126 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
KBWR · Invesco Exchange-Traded Fund Trust … 3,86% 7.208 NS 31 Mayıs 2026 N-PORT
KMID · Virtus ETF Trust II 2,94% 3.870 NS 30 Nisan 2026 N-PORT
GRW · TCW ETF Trust 2,72% 5.836 NS 30 Nisan 2026 N-PORT
AMID · EA Series Trust 2,61% 10.010 NS 29 Mayıs 2026 N-PORT
IAI · iShares Trust 2,57% 97.058 SH 08 Ağustos 2026 Günlük
EQRR · ProShares Trust 1,60% 3.630 NS 31 Mayıs 2026 N-PORT
SOVF · Elevation Series Trust 1,10% 3.090 NS 30 Nisan 2026 N-PORT
ABCS · EA Series Trust 1,00% 415 NS 29 Mayıs 2026 N-PORT
MFSV · MFS Active Exchange Traded Funds Tr… 0,87% 15.145 NS 31 Mayıs 2026 N-PORT
FFND · Northern Lights Fund Trust II 0,72% 2.702 NS 31 Mayıs 2026 N-PORT
LCLG · Advisors Series Trust 0,71% 2.149 NS 30 Nisan 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,71% 71.972 NS 31 Mayıs 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,56% 12.671 NS 31 Mayıs 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 0,53% 665 NS 31 Mayıs 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,49% 612.719 SH 08 Ağustos 2026 Günlük
IYF · iShares Trust 0,43% 52.810 SH 08 Ağustos 2026 Günlük
IYG · iShares Trust 0,39% 24.033 SH 08 Ağustos 2026 Günlük
IMCG · iShares Trust 0,37% 41.861 SH 08 Ağustos 2026 Günlük
BSCU · Invesco Exchange-Traded Self-Indexe… 0,34% 8.945.000 08 Ağustos 2026 Günlük
FXO · First Trust Exchange-Traded AlphaDE… 0,33% 10.592 NS 30 Nisan 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,32% 20.991 NS 30 Nisan 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0,30% 10.344.000 08 Ağustos 2026 Günlük
IWP · iShares Trust 0,29% 164.604 SH 08 Ağustos 2026 Günlük
AVLV · AMERICAN CENTURY ETF TRUST 0,28% 131.984 NS 31 Mayıs 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,26% 3.918 NS 31 Mayıs 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,26% 130.637 SH 08 Ağustos 2026 Günlük
VXF · VANGUARD INDEX FUNDS 0,25% 917.868 SH 08 Ağustos 2026 Günlük
AVUQ · AMERICAN CENTURY ETF TRUST 0,24% 2.216 NS 31 Mayıs 2026 N-PORT
SIZE · iShares Trust 0,23% 2.797 SH 08 Ağustos 2026 Günlük
DFVE · DoubleLine ETF Trust 0,23% 208 NS 31 Mart 2026 N-PORT
GARP · iShares Trust 0,22% 17.617 SH 08 Ağustos 2026 Günlük
EUSA · iShares, Inc. 0,22% 11.842 SH 08 Ağustos 2026 Günlük
WINN · Harbor ETF Trust 0,22% 7.242 NS 30 Nisan 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,22% 1.733.256 SH 08 Ağustos 2026 Günlük
IWR · iShares Trust 0,21% 325.942 SH 08 Ağustos 2026 Günlük
IMCB · iShares Trust 0,19% 8.841 SH 08 Ağustos 2026 Günlük
FTA · First Trust Exchange-Traded AlphaDE… 0,19% 7.304 NS 30 Nisan 2026 N-PORT
IWS · iShares Trust 0,18% 77.911 SH 08 Ağustos 2026 Günlük
AOTG · EA Series Trust 0,17% 660 NS 29 Mayıs 2026 N-PORT
DFSU · Dimensional ETF Trust 0,17% 10.468 NS 30 Nisan 2026 N-PORT
DFVX · Dimensional ETF Trust 0,17% 2.408 NS 30 Nisan 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,16% 10.638 NS 31 Mayıs 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5.148.000 08 Ağustos 2026 Günlük
USXF · iShares Trust 0,11% 4.678 SH 08 Ağustos 2026 Günlük
DFAC · Dimensional ETF Trust 0,11% 147.511 NS 30 Nisan 2026 N-PORT
DEUS · DBX ETF Trust 0,11% 1.069 NS 29 Mayıs 2026 N-PORT
DXUV · Dimensional ETF Trust 0,11% 1.271 NS 30 Nisan 2026 N-PORT
DUHP · Dimensional ETF Trust 0,10% 34.476 NS 30 Nisan 2026 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0,10% 4.482 NS 31 Mayıs 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,10% 110.000 08 Ağustos 2026 Günlük