Glück Conviction Score™ ⓘ
LPLA
LPL Financial Holdings Inc.
ⓘ
Eingeschränkte Aussagekraft — erst 61 % der Signal-Gewichte sind mit Daten unterlegt.
Effektiv: Neutral
Hoch
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
39,4
85 neu, 277 erhöht, -5635148K $ netto
Aktivist
23,8
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 303.02 | -2.4 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 334.09 | -11.5 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 288.65 | EMA50: 298.64 | |
| MACD-Histogramm | Bullisch | 10 % | 2.596 | Bullisch | |
| RSI(14) | Neutral | 10 % | 53.2 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 89.6 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 21.7 | +DI: 21.6 / −DI: 20.0 | |
| Z-Score(60) | Neutral | 5 % | -0.36 | In Range | |
| 52W-Position | Neutral | 5 % | 22.4 % | Hoch 399.00 / Tief 265.86 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 82.9 % | Upper 301.54 / Mid 284.32 / Lower 267.11 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.4422 | R²=0.19 / annualisiert -36.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -189 | 328,34 | -62.056,26 | -67,3% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -106 | 332,27 | -35.220,62 | -38,2% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -595 | 331,09 | -196.998,55 | -213,6% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -220 | 327,45 | -72.039,00 | -78,1% | |
| 2026-04-14 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -330 | 325,00 | -107.250,00 | -116,3% | |
| 2026-04-14 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -139 | 326,16 | -45.336,24 | -49,2% | |
| 2026-03-10 | Cohen Marc Eliot | Officer, Group Managing Director | Open Market Sale | -1.088 | 309,72 | -337.040,83 | -365,5% | |
| 2026-03-09 | Cohen Marc Eliot | Officer, Group Managing Director | Open Market Sale | -2.212 | 308,75 | -682.955,00 | -740,6% | |
| 2026-03-02 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -308 | 306,00 | -94.248,00 | -102,2% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -169 | 321,74 | -54.374,06 | -59,0% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -506 | 321,04 | -162.446,24 | -176,2% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -453 | 322,15 | -145.933,95 | -158,2% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -274 | 319,32 | -87.493,68 | -94,9% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -348 | 318,51 | -110.841,48 | -120,2% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -666 | 320,99 | -213.779,34 | -231,8% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -628 | 319,38 | -200.570,64 | -217,5% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -463 | 318,38 | -147.409,94 | -159,8% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -183 | 322,72 | -59.057,76 | -64,0% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -183 | 368,63 | -67.459,29 | -73,2% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -410 | 371,20 | -152.192,00 | -165,0% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -136 | 370,44 | -50.379,84 | -54,6% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -85 | 372,32 | -31.647,20 | -34,3% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -46 | 367,95 | -16.925,70 | -18,4% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -39 | 373,09 | -14.550,51 | -15,8% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -34 | 368,70 | -12.535,80 | -13,6% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -2.450 | 371,23 | -909.513,50 | -986,3% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -1.040 | 370,62 | -385.444,80 | -418,0% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -779 | 372,20 | -289.943,80 | -314,4% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -332 | 367,06 | -121.863,92 | -132,1% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -274 | 373,20 | -102.256,80 | -110,9% | |
| 2025-12-01 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -80 | 352,48 | -28.198,40 | -30,6% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -39 | 380,12 | -14.824,68 | -16,1% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -293 | 377,01 | -110.463,93 | -119,8% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -267 | 375,80 | -100.338,60 | -108,8% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -234 | 378,24 | -88.508,16 | -96,0% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -230 | 374,86 | -86.217,80 | -93,5% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -169 | 379,58 | -64.149,02 | -69,6% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -205 | 374,00 | -76.670,00 | -83,1% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -63 | 372,62 | -23.475,06 | -25,5% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -141 | 312,15 | -44.013,15 | -47,7% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -102 | 320,27 | -32.667,54 | -35,4% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -109 | 314,04 | -34.230,36 | -37,1% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -132 | 315,09 | -41.591,88 | -45,1% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -266 | 313,20 | -83.311,20 | -90,3% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -1 | 345,44 | -345,44 | -0,4% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -326 | 332,90 | -108.525,40 | -117,7% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -190 | 340,83 | -64.757,70 | -70,2% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -150 | 343,98 | -51.597,00 | -56,0% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -128 | 337,13 | -43.152,64 | -46,8% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -121 | 340,01 | -41.141,21 | -44,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -106 | 347,46 | -36.830,76 | -39,9% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -91 | 329,17 | -29.954,47 | -32,5% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -79 | 341,89 | -27.009,31 | -29,3% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -79 | 331,83 | -26.214,57 | -28,4% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -72 | 335,84 | -24.180,48 | -26,2% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -47 | 342,88 | -16.115,36 | -17,5% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -32 | 349,60 | -11.187,20 | -12,1% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -28 | 334,53 | -9.366,84 | -10,2% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -25 | 337,58 | -8.439,50 | -9,2% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -11 | 348,04 | -3.828,44 | -4,2% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -11 | 330,12 | -3.631,32 | -3,9% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -3 | 344,67 | -1.034,01 | -1,1% | |
| 2025-09-02 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -80 | 361,25 | -28.900,00 | -31,3% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -9 | 380,46 | -3.424,14 | -3,7% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -620 | 374,22 | -232.016,40 | -251,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -352 | 373,49 | -131.468,48 | -142,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -161 | 372,43 | -59.961,23 | -65,0% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -131 | 371,55 | -48.673,05 | -52,8% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -106 | 376,30 | -39.887,80 | -43,3% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -45 | 375,37 | -16.891,65 | -18,3% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -42 | 377,79 | -15.867,18 | -17,2% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -30 | 378,47 | -11.354,10 | -12,3% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -4 | 381,34 | -1.525,36 | -1,7% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -48 | 380,85 | -18.280,80 | -19,8% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -363 | 383,75 | -139.301,25 | -151,1% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -351 | 382,58 | -134.285,58 | -145,6% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -315 | 384,61 | -121.152,15 | -131,4% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -159 | 381,69 | -60.688,71 | -65,8% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -133 | 379,35 | -50.453,55 | -54,7% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -96 | 378,17 | -36.304,32 | -39,4% | |
| 2025-07-03 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -35 | 385,29 | -13.485,15 | -14,6% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.148.558 | 0 | 8.148.558 | 2.910.420.461 | Neu | +100,0% | |
| BlackRock, Inc. | 4.974.255 | 4.989.024 | -14.769 | 1.496.405.070 | Reduziert | -0,3% | |
| DODGE & COX | 4.146.547 | 3.948.970 | 197.577 | 1.247.405.734 | Aufgestockt | +5,0% | |
| Boston Partners | 4.131.498 | 3.550.318 | 581.180 | 1.242.012.124 | Aufgestockt | +16,4% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.869.359 | 3.719.447 | 149.912 | 1.171.265.025 | Aufgestockt | +4,0% | |
| JANUS HENDERSON GROUP PLC | 3.666.780 | 3.377.553 | 289.227 | 1.103.078.994 | Aufgestockt | +8,6% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.596.968 | 0 | 3.596.968 | 1.082.075.883 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 2.636.544 | 1.934.483 | 702.061 | 793.163.161 | Aufgestockt | +36,3% | |
| SAMLYN CAPITAL, LLC | 2.323.360 | 1.579.259 | 744.101 | 698.936.389 | Aufgestockt | +47,1% | |
| Capital World Investors | 2.312.446 | 3.625.357 | -1.312.911 | 695.653.130 | Reduziert | -36,2% | |
| LONE PINE CAPITAL LLC | 2.049.967 | 2.074.948 | -24.981 | 616.691.573 | Reduziert | -1,2% | |
| ALLIANCEBERNSTEIN L.P. | 1.571.998 | 1.199.344 | 372.654 | 561.470.526 | Aufgestockt | +31,1% | |
| STATE STREET CORP | 1.863.266 | 1.843.135 | 20.131 | 560.526.311 | Aufgestockt | +1,1% | |
| WCM INVESTMENT MANAGEMENT, LLC | 1.734.395 | 1.721.473 | 12.922 | 520.630.729 | Aufgestockt | +0,8% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.680.090 | 2.298.547 | -618.457 | 505.421.594 | Reduziert | -26,9% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.594.750 | 1.554.814 | 39.936 | 478.507.372 | Aufgestockt | +2,6% | |
| JPMORGAN CHASE & CO | 1.197.366 | 0 | 1.197.366 | 427.663.500 | Neu | +100,0% | |
| FMR LLC | 1.297.690 | 664.979 | 632.711 | 390.384.059 | Aufgestockt | +95,1% | |
| MORGAN STANLEY | 1.283.665 | 1.763.263 | -479.598 | 386.166.170 | Reduziert | -27,2% | |
| NORGES BANK | 1.040.445 | 0 | 1.040.445 | 371.615.741 | Neu | +100,0% | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.093.406 | 1.261.285 | -167.879 | 328.929.327 | Reduziert | -13,3% | |
| SurgoCap Partners LP | 1.020.839 | 995.000 | 25.839 | 307.098.996 | Aufgestockt | +2,6% | |
| CITADEL ADVISORS LLC | 974.171 | 423.346 | 550.825 | 293.059.862 | Aufgestockt | +130,1% | |
| MILLENNIUM MANAGEMENT LLC | 904.053 | 313.510 | 590.543 | 271.966.264 | Aufgestockt | +188,4% | |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 893.006 | 783.006 | 110.000 | 268.642.995 | Aufgestockt | +14,0% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 881.506 | 625.562 | 255.944 | 265.183.525 | Aufgestockt | +40,9% | |
| DIMENSIONAL FUND ADVISORS LP | 816.367 | 788.342 | 28.025 | 245.600.489 | Aufgestockt | +3,6% | |
| BANK OF AMERICA CORP /DE/ | 803.428 | 796.171 | 7.257 | 241.695.269 | Aufgestockt | +0,9% | |
| APG Asset Management N.V. | 772.692 | 743.717 | 28.975 | 201.743.564 | Aufgestockt | +3,9% | |
| RAYMOND JAMES FINANCIAL INC | 666.069 | 729.567 | -63.498 | 200.114.617 | Reduziert | -8,7% | |
| UBS Group AG | 653.883 | 428.755 | 225.128 | 196.707.622 | Aufgestockt | +52,5% | |
| Third Point LLC | 510.000 | 0 | 510.000 | 182.156.700 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 591.666 | 581.924 | 9.742 | 177.990.884 | Aufgestockt | +1,7% | |
| MARKEL GROUP INC. | 559.951 | 559.951 | 0 | 168.450.059 | Unverändert | 0,0% | |
| TD ASSET MANAGEMENT INC | 554.133 | 633.192 | -79.059 | 166.699.830 | Reduziert | -12,5% | |
| Railway Pension Investments Ltd | 445.280 | 0 | 445.280 | 159.040.658 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 525.446 | 515.460 | 9.986 | 158.069.920 | Aufgestockt | +1,9% | |
| EMINENCE CAPITAL, LP | 441.845 | 0 | 441.845 | 157.813.779 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 487.789 | 455.761 | 32.028 | 146.741.566 | Aufgestockt | +7,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 440.464 | 418.574 | 21.890 | 132.504.785 | Aufgestockt | +5,2% | |
| Azora Capital LP | 427.338 | 448.189 | -20.851 | 128.556.091 | Reduziert | -4,7% | |
| WELLS FARGO & COMPANY/MN | 420.689 | 486.928 | -66.239 | 126.555.909 | Reduziert | -13,6% | |
| Holocene Advisors, LP | 417.647 | 362.364 | 55.283 | 125.640.747 | Aufgestockt | +15,3% | |
| Epoch Investment Partners, Inc. | 408.301 | 462.450 | -54.149 | 122.829.190 | Reduziert | -11,7% | |
| VICTORY CAPITAL MANAGEMENT INC | 405.812 | 104.453 | 301.359 | 122.080.424 | Aufgestockt | +288,5% | |
| FRANKLIN RESOURCES INC | 402.014 | 161.772 | 240.242 | 120.937.872 | Aufgestockt | +148,5% | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 391.686 | 413.744 | -22.058 | 117.831.168 | Reduziert | -5,3% | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 364.760 | 363.462 | 1.298 | 109.730.751 | Aufgestockt | +0,4% | |
| GOLDMAN SACHS GROUP INC | 360.806 | 279.485 | 81.321 | 108.541.082 | Aufgestockt | +29,1% | |
| Invesco Ltd. | 349.011 | 514.687 | -165.676 | 104.993.098 | Reduziert | -32,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.974.255 | 4.989.024 | -0,3% | 1.496.405.070 | 6,54 |
| DODGE & COX | 4.146.547 | 3.948.970 | +5,0% | 1.247.405.734 | 5,45 |
| Boston Partners | 4.131.498 | 3.550.318 | +16,4% | 1.242.012.124 | 5,43 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.869.359 | 3.719.447 | +4,0% | 1.171.265.025 | 5,12 |
| JANUS HENDERSON GROUP PLC | 3.666.780 | 3.377.553 | +8,6% | 1.103.078.994 | 4,82 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.596.968 | 0 | +100,0% | 1.082.075.883 | 4,73 |
| PRINCIPAL FINANCIAL GROUP INC | 2.636.544 | 1.934.483 | +36,3% | 793.163.161 | 3,47 |
| SAMLYN CAPITAL, LLC | 2.323.360 | 1.579.259 | +47,1% | 698.936.389 | 3,05 |
| Capital World Investors | 2.312.446 | 3.625.357 | -36,2% | 695.653.130 | 3,04 |
| LONE PINE CAPITAL LLC | 2.049.967 | 2.074.948 | -1,2% | 616.691.573 | 2,69 |
| ALLIANCEBERNSTEIN L.P. | 1.571.998 | 1.199.344 | +31,1% | 561.470.526 | 2,45 |
| STATE STREET CORP | 1.863.266 | 1.843.135 | +1,1% | 560.526.311 | 2,45 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.734.395 | 1.721.473 | +0,8% | 520.630.729 | 2,28 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.680.090 | 2.298.547 | -26,9% | 505.421.594 | 2,21 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.594.750 | 1.554.814 | +2,6% | 478.507.372 | 2,09 |
| FMR LLC | 1.297.690 | 664.979 | +95,1% | 390.384.059 | 1,71 |
| MORGAN STANLEY | 1.283.665 | 1.763.263 | -27,2% | 386.166.170 | 1,69 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.093.406 | 1.261.285 | -13,3% | 328.929.327 | 1,44 |
| SurgoCap Partners LP | 1.020.839 | 995.000 | +2,6% | 307.098.996 | 1,34 |
| CITADEL ADVISORS LLC | 974.171 | 423.346 | +130,1% | 293.059.862 | 1,28 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 751 | 89,7 | 26.499 |
| 31.12.2025 | ✓ | 802 | 85,0 | 29.465 |
| 30.09.2025 | ✓ | 752 | 82,3 | 27.009 |
| 30.06.2025 | ✓ | 787 | 83,7 | 30.799 |
| 31.03.2025 | ✓ | 770 | 80,0 | 48.730 |
| 31.12.2024 | ✓ | 700 | 79,9 | 25.750 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.261.285 | 450.493.163 |
| NORGES BANK | 1.040.445 | 371.615.741 |
| CANTILLON CAPITAL MANAGEMENT LLC | 369.068 | 131.820.017 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 328.926 | 117.482.000 |
| Egerton Capital (UK) LLP | 254.813 | 91.011.559 |
| TREMBLANT CAPITAL GROUP | 222.165 | 79.350.673 |
| PFA Pension, Forsikringsaktieselskab | 114.846 | 41.315.983 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 104.000 | 37.145.680 |
| Perpetual Ltd | 101.433 | 36.228.825 |
| Senator Investment Group LP | 100.000 | 35.717.000 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Capital World Investors | 3.625.357 | 996.806 | +37.9 % | 1.294.868.760 |
| ALLIANCEBERNSTEIN L.P. | 1.199.344 | 635.129 | +112.6 % | 428.369.696 |
| DODGE & COX | 3.948.970 | 619.715 | +18.6 % | 1.410.453.615 |
| VAN ECK ASSOCIATES CORP | 493.788 | 486.453 | +6631.9 % | 176.366 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.719.447 | 477.094 | +14.7 % | 1.328.474.885 |
| MORGAN STANLEY | 1.763.263 | 283.612 | +19.2 % | 629.785.563 |
| JANUS HENDERSON GROUP PLC | 3.377.553 | 280.202 | +9.0 % | 1.206.370.531 |
| JPMORGAN CHASE & CO | 1.197.366 | 258.611 | +27.5 % | 427.663.500 |
| SAMLYN CAPITAL, LLC | 1.579.259 | 232.765 | +17.3 % | 564.063.937 |
| Jain Global LLC | 131.527 | 129.739 | +7256.1 % | 46.977.499 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 111.667 | -993.283 | -89.9 % | 39.884.235 |
| MILLENNIUM MANAGEMENT LLC | 313.510 | -770.758 | -71.1 % | 111.976.367 |
| FMR LLC | 664.979 | -456.944 | -40.7 % | 237.510.705 |
| MACQUARIE GROUP LTD | 2.404 | -331.220 | -99.3 % | 858.637 |
| Junto Capital Management LP | 133.828 | -217.382 | -61.9 % | 47.799.347 |
| Clarkston Capital Partners, LLC | 301.484 | -197.149 | -39.5 % | 107.681.040 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.298.547 | -184.068 | -7.4 % | 820.972.101 |
| LONE PINE CAPITAL LLC | 2.074.948 | -180.766 | -8.0 % | 741.109.177 |
| JANE STREET GROUP, LLC | 54.320 | -168.449 | -75.6 % | 19.401.474 |
| VANGUARD GROUP INC | 8.148.558 | -155.210 | -1.9 % | 2.910.420.461 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 14.05.2026 | Dodge & Cox | Passiv (13G) | 5,20 % | 4.146.547 | Neu | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,36 % | 4.300.570 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,05 pp | |
| 07.08.2025 | The Vanguard Group | Passiv (13G/A) | 10,05 % | 8.043.631 | +0,61 pp | |
| 12.11.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 4.754.611 | 0,00 pp | |
| 22.10.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 4.754.611 | -1,50 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,44 % | 7.141.049 | -0,65 pp | |
| 12.02.2024 | . BlackRock, Inc. | Passiv (13G/A) | 7,90 % | 5.961.389 | 0,00 pp | |
| 10.04.2023 | The Vanguard Group | Passiv (13G/A) | 10,09 % | 7.938.028 | +0,58 pp | |
| 09.02.2023 | Janus Henderson Group plc | Passiv (13G/A) | 4,40 % | 3.462.824 | -0,10 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,51 % | 7.568.439 | +0,88 pp | |
| 03.02.2023 | . BlackRock, Inc. | Passiv (13G) | 7,90 % | 6.292.224 | Neu | |
| 09.12.2022 | Janus Henderson Group plc | Passiv (13G/A) | 4,50 % | 3.581.721 | -5,50 pp | |
| 09.12.2022 | Janus Henderson Enterprise Fund | Passiv (13G/A) | 2,10 % | 1.672.814 | -3,00 pp | |
| 11.02.2022 | Janus Henderson Enterprise Fund | Passiv (13G/A) | 5,10 % | 4.111.220 | -0,10 pp | |
| 11.02.2022 | Janus Henderson Group plc | Passiv (13G/A) | 10,00 % | 8.049.630 | -0,20 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,63 % | 6.918.082 | -1,07 pp | |
| 04.02.2022 | Wellington Group Holdings LLP | Passiv (13G/A) | 4,15 % | 3.325.880 | -3,10 pp | |
| 04.02.2022 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 4,15 % | 3.325.880 | -3,10 pp | |
| 04.02.2022 | Wellington Management Group LLP | Passiv (13G/A) | 4,15 % | 3.325.880 | -3,10 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 19.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 14.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 12.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 07.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 01.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 06.04.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 27.03.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 10.12.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 13.05.2025 | Markwayne Mullin | – | Senate | Kauf | $15,001 – $50,000 |
| 02.04.2025 | Valerie Hoyle | – | House | Verkauf | $1,001 – $15,000 |
| 03.03.2025 | Valerie Hoyle | – | House | Kauf | $1,001 – $15,000 |
| 13.02.2025 | Markwayne Mullin | – | Senate | Kauf | $50,001 – $100,000 |
| 18.07.2024 | John James | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
LPL Financial Holdings Inc., zusammen mit ihren Tochtergesellschaften, bietet eine integrierte Plattform von Maklerdiensten und Anlageberatungsdienstleistungen für unabhängige Finanzberater und Finanzberater bei Finanzinstitutionen in den USA. Ihre Maklerdienste umfassen variable und feste Annuitäten, Investmentfonds, Aktien, Altersvorsorge und Bildungssparpläne, festverzinsliche Wertpapiere und Versicherungen sowie alternative Investitionen wie nicht börsennotierte Immobilieninvestmentfonds und Auktionsratenpapiere. Das Unternehmen bietet auch Beratungsplattformen, die Zugang zu Investmentfonds, börsengehandelten Fonds, Aktien, Anleihen, bestimmten Optionsstrategien, Anteiltreuepapieren und institutionellen Vermögensverwaltern sowie unbezahlten Multi-Manager-Variablenannuitäten bieten. Darüber hinaus bietet das Unternehmen Geldmarktprogramme und Rentenlösungen für provisionsgestützte und gebührengestützte Dienstleistungen, die es Finanzberatern ermöglichen, Maklerdienste, Konsultation und Beratung für Rentenpläne bereitzustellen. Ferner bietet das Unternehmen weitere Dienstleistungen, einschließlich Tools und Dienstleistungen, die es Finanzberatern ermöglichen, ihre Geschäftstätigkeit zu erhalten und auszubauen; Trust-, Anlageüberwachungs- und Verwahrstellen-Services für Trusts für Nachlässe und Familien sowie Versicherungsmakler-Generalagenturdienste; und Technologieprodukte wie Angebotsgenerierung, Anlageanalytik und Portfoliomodellierung. Das Unternehmen war früher als LPL Investment Holdings Inc. bekannt und änderte seinen Namen im Juni 2012 in LPL Financial Holdings Inc. LPL Financial Holdings Inc. wurde 1989 gegründet und hat seinen Sitz in San Diego, Kalifornien.
Unternehmen & Branche
| Name | LPL Financial Holdings Inc. |
|---|---|
| Ticker | LPLA |
| CIK | 0001397911 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6200 · Security & Commodity Brokers, Dealers, Exchanges & Services |
Wertpapier & Kennzahlen
| CUSIP | 50212V100 |
|---|---|
| ISIN | US50212V1008 |
| Typ | Common Stock |
| Marktkapitalisierung | 22,86 Mrd. USD |
| KGV (P/E) | 26,48 |
| Beta | 0,57 |
| Dividendenrendite | 0,00 % |
Bewertung
| KBV (P/B) | 4,28 vs. 7,83 (2021) ▼ |
|---|---|
| KUV (P/S) | 1,35 vs. 1,69 (2021) ▼ |
| FCF-Rendite | -4,3 % vs. 1,8 % (2021) ▼ |
| Buyback-Rendite | 0,4 % vs. 0,7 % (2021) ▼ |
| Ausschüttungsquote | 10,9 % vs. 17,4 % (2021) ▼ |
Qualität & Bilanz
| Nettomarge | 5,1 % vs. 6,0 % (2021) ▼ |
|---|---|
| ROIC | 16,1 % vs. 27,5 % (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 7,83 | 8,11 | 8,52 | 8,40 | 5,28 | |
| KUV (P/S) | 1,69 | 2,04 | 1,76 | 1,99 | 1,66 | |
| FCF-Rendite | 1,8 % | 9,3 % | 0,6 % | -1,2 % | -3,5 % | |
| Buyback-Rendite | 0,7 % | 1,8 % | 6,2 % | 0,7 % | 0,4 % | |
| Ausschüttungsquote | 17,4 % | 9,4 % | 8,6 % | 8,5 % | 10,9 % | |
| Qualität & Bilanz | ||||||
| Nettomarge | 6,0 % | 9,8 % | 10,6 % | 8,5 % | 5,1 % | |
| ROIC | 27,5 % | 39,0 % | 51,3 % | 36,1 % | 16,1 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 4.938.434.000 | 356.404.000 | 4,43 | 18.835.241.000 | 5.685.702.000 |
| 2025-12-31 | 10-K | 16.989.479.000 | 863.024.000 | 10,92 | 18.492.753.000 | 5.344.485.000 |
| 2025-09-30 | 10-Q | 4.551.977.000 | -29.517.000 | -0,37 | 18.032.214.000 | 5.042.938.000 |
| 2025-06-30 | 10-Q | 3.835.025.000 | 273.249.000 | 3,40 | 17.473.676.000 | 5.074.416.000 |
| 2025-03-31 | 10-Q | 3.670.007.000 | 318.573.000 | 4,24 | 13.963.222.000 | 3.123.783.000 |
| 2024-12-31 | 10-K | 12.385.107.000 | 1.058.616.000 | 14,03 | 13.317.404.000 | 2.930.602.000 |
| 2024-09-30 | 10-Q | 3.108.394.000 | 255.303.000 | 3,39 | 11.941.875.000 | 2.771.751.000 |
| 2024-06-30 | 10-Q | 2.931.769.000 | 243.800.000 | 3,23 | 11.503.727.000 | 2.515.347.000 |
| 2024-03-31 | 10-Q | 2.832.593.000 | 288.764.000 | 3,83 | 11.017.539.000 | 2.269.881.000 |
| 2023-12-31 | 10-K | 10.052.848.000 | 1.066.250.000 | 13,69 | 10.385.480.000 | 2.078.979.000 |
| 2023-09-30 | 10-Q | 2.522.383.000 | 224.291.000 | 2,91 | 9.487.329.000 | 2.090.588.000 |
| 2023-06-30 | 10-Q | 2.468.804.000 | 285.520.000 | 3,65 | 9.392.196.000 | 2.122.066.000 |
| 2023-03-31 | 10-Q | 2.417.832.000 | 338.884.000 | 4,24 | 9.167.805.000 | 2.192.933.000 |
| 2022-12-31 | 10-K | 8.600.825.000 | 845.702.000 | 10,40 | 9.482.226.000 | 2.167.552.000 |
| 2022-09-30 | 10-Q | 2.163.058.000 | 232.331.000 | 2,86 | 9.695.783.000 | 1.999.512.000 |
| 2022-06-30 | 10-Q | 2.038.887.000 | 160.545.000 | 1,97 | 7.736.486.000 | 1.844.060.000 |
| 2022-03-31 | 10-Q | 2.065.693.000 | 133.744.000 | 1,64 | 7.773.331.000 | 1.735.006.000 |
| 2021-12-31 | 10-K | 7.720.830.000 | 459.866.000 | 5,63 | 7.991.600.000 | 1.670.533.000 |
| 2021-09-30 | 10-Q | 2.020.763.000 | 103.064.000 | 1,26 | 7.555.806.000 | 1.616.389.000 |
| 2021-06-30 | 10-Q | 1.898.258.000 | 119.101.000 | 1,46 | 7.220.016.000 | 1.554.912.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 04.05.2026 | 4,9 Mrd. USD | 4,43 |
| Q3 2025 | 30.09.2025 | 04.05.2026 | 4,6 Mrd. USD | -0,37 |
| Q2 2025 | 30.06.2025 | 03.11.2025 | 3,8 Mrd. USD | 3,40 |
| Q1 2025 | 31.03.2025 | 04.05.2026 | 3,7 Mrd. USD | 4,24 |
| Q3 2024 | 30.09.2024 | 04.05.2026 | 3,1 Mrd. USD | 3,39 |
| Q2 2024 | 30.06.2024 | 03.11.2025 | 2,9 Mrd. USD | 3,23 |
| Q1 2024 | 31.03.2024 | 03.11.2025 | 2,8 Mrd. USD | 3,83 |
| Q3 2023 | 30.09.2023 | 04.11.2024 | 2,5 Mrd. USD | 2,91 |
| Q2 2023 | 30.06.2023 | 04.11.2024 | 2,5 Mrd. USD | 3,65 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 04.05.2026 | 10-Q | 31.03.2026 | 34 Tage | SEC » |
| 23.02.2026 | 10-K | 31.12.2025 | 54 Tage | SEC » |
| 03.11.2025 | 10-Q | 30.09.2025 | 34 Tage | SEC » |
| 04.08.2025 | 10-Q | 30.06.2025 | 35 Tage | SEC » |
| 09.05.2025 | 10-Q | 31.03.2025 | 39 Tage | SEC » |
| 20.02.2025 | 10-K | 31.12.2024 | 51 Tage | SEC » |
| 04.11.2024 | 10-Q | 30.09.2024 | 35 Tage | SEC » |
| 30.07.2024 | 10-Q | 30.06.2024 | 30 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 21.02.2024 | 10-K | 31.12.2023 | 52 Tage | SEC » |
| 31.10.2023 | 10-Q | 30.09.2023 | 31 Tage | SEC » |
| 01.08.2023 | 10-Q | 30.06.2023 | 32 Tage | SEC » |
| 02.05.2023 | 10-Q | 31.03.2023 | 32 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 01.11.2022 | 10-Q | 30.09.2022 | 32 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 03.05.2022 | 10-Q | 31.03.2022 | 33 Tage | SEC » |
| 22.02.2022 | 10-K | 31.12.2021 | 53 Tage | SEC » |
| 02.11.2021 | 10-Q | 30.09.2021 | 33 Tage | SEC » |
| 03.08.2021 | 10-Q | 30.06.2021 | 34 Tage | SEC » |
| 04.05.2021 | 10-Q | 31.03.2021 | 34 Tage | SEC » |
| 23.02.2021 | 10-K | 31.12.2020 | 54 Tage | SEC » |
| 03.11.2020 | 10-Q | 30.09.2020 | 34 Tage | SEC » |
| 04.08.2020 | 10-Q | 30.06.2020 | 35 Tage | SEC » |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-07 | 101 | 324,73 | 32.798 |
| 2026-05-06 | 15 | 327,58 | 4.914 |
| 2026-05-05 | 9 | 320,85 | 2.888 |
| 2026-05-04 | 1.101 | 318,63 | 350.812 |
| 2026-05-01 | 47.418 | 334,13 | 15.843.776 |
| 2026-04-21 | 5.684 | 323,46 | 1.838.547 |
| 2026-04-20 | 733 | 317,41 | 232.662 |
| 2026-04-16 | 51 | 331,41 | 16.902 |
| 2026-04-15 | 531 | 322,45 | 171.221 |
| 2026-04-14 | 538 | 321,89 | 173.177 |
| 2026-04-10 | 3 | 314,57 | 944 |
| 2026-04-02 | 1 | 289,27 | 289 |
| 2026-03-25 | 8 | 300,17 | 2.401 |
| 2026-03-23 | 28.594 | 293,08 | 8.380.330 |
| 2026-03-13 | 4 | 289,62 | 1.158 |
| 2026-03-10 | 161 | 312,80 | 50.361 |
| 2026-03-06 | 6 | 316,92 | 1.902 |
| 2026-03-04 | 7.200 | 306,22 | 2.204.784 |
| 2026-03-03 | 793 | 306,00 | 242.658 |
| 2026-02-25 | 224 | 308,70 | 69.149 |
| 2026-02-24 | 2 | 303,88 | 608 |
| 2026-02-20 | 17.055 | 327,92 | 5.592.676 |
| 2026-02-12 | 183 | 338,67 | 61.977 |
| 2026-02-05 | 14.963 | 388,96 | 5.820.008 |
| 2026-02-03 | 20.131 | 376,33 | 7.575.899 |
| 2026-01-23 | 382 | 378,24 | 144.488 |
| 2026-01-22 | 963 | 370,95 | 357.225 |
| 2026-01-07 | 82 | 376,56 | 30.878 |
| 2025-12-30 | 19 | 366,25 | 6.959 |
| 2025-12-29 | 19 | 372,16 | 7.071 |
| 2025-12-26 | 79 | 373,38 | 29.497 |
| 2025-12-17 | 33.700 | 367,97 | 12.400.589 |