LPL FINL HLDGS INC (LPLA): Institutional Ownership
Hedge funds and institutional managers reporting a position in LPLA · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
30
13F filers
Aggregate Value
$2.7B
Across holders
Last Price
$268.75
2026-06-26
Sector
Financials
GICS
Holder activity12 new10 added7 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX CIK 0000200217 | Institutional Manager | 4.15M | $1.2B | 45.6% | 0.7% | Added | +$59.4M | Q1 2026 |
| LONE PINE CAPITAL LLC CIK 0001061165 | Hedge Fund | 2.05M | $616.7M | 22.5% | 4.9% | Reduced | $-7.5M | Q1 2026 |
| Third Point LLC CIK 0001040273 | Hedge Fund | 510K | $182.2M | 6.7% | 2.5% | New | — | Q4 2025 |
| EMINENCE CAPITAL LLC CIK 0001107310 | Hedge Fund | 442K | $157.8M | 5.8% | 2.5% | New | — | Q4 2025 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 418K | $125.6M | 4.6% | 0.3% | Added | +$16.6M | Q1 2026 |
| Egerton Capital (UK) LLP CIK 0001581811 | Hedge Fund | 255K | $91.0M | 3.3% | 1.0% | New | — | Q4 2025 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 118K | $42.3M | 1.5% | 0.2% | Reduced | $-32.3M | Q4 2025 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 135K | $40.7M | 1.5% | 0.1% | Added | +$16.6M | Q1 2026 |
| MAVERICK CAPITAL LTD CIK 0000934639 | Hedge Fund | 100K | $37.3M | 1.4% | 0.6% | New | — | Q2 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 121K | $36.3M | 1.3% | 0.1% | Added | +$1.9M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 90K | $27.0M | 1.0% | 0.2% | Added | +$22.5M | Q1 2026 |
| TYBOURNE CAPITAL MANAGEMENT HK LTD CIK 0001553936 | Hedge Fund | 77K | $25.2M | 0.9% | 6.3% | New | — | Q4 2024 |
| MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | Hedge Fund | 67K | $23.9M | 0.9% | 0.3% | New | — | Q4 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 64K | $19.3M | 0.7% | 0.0% | Added | +$7.2M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 43K | $16.0M | 0.6% | 0.0% | New | — | Q2 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 44K | $15.8M | 0.6% | 0.1% | New | — | Q4 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 27K | $8.2M | 0.3% | 0.0% | Added | +$6.9M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 27K | $8.1M | 0.3% | 0.0% | Reduced | $-4.8M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 16K | $4.8M | 0.2% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 12K | $3.5M | 0.1% | 0.0% | Added | +$3.4M | Q1 2026 |
Added
Institutional Manager
$1.2B· 45.6% of total· 0.7% port· 4.15M sh· +$59.4M QoQ· Q1 2026
Reduced
Hedge Fund
$616.7M· 22.5% of total· 4.9% port· 2.05M sh· $-7.5M QoQ· Q1 2026
New
Hedge Fund
$182.2M· 6.7% of total· 2.5% port· 510K sh· — QoQ· Q4 2025
New
Hedge Fund
$157.8M· 5.8% of total· 2.5% port· 442K sh· — QoQ· Q4 2025
Added
Hedge Fund
$125.6M· 4.6% of total· 0.3% port· 418K sh· +$16.6M QoQ· Q1 2026
New
Hedge Fund
$91.0M· 3.3% of total· 1.0% port· 255K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$42.3M· 1.5% of total· 0.2% port· 118K sh· $-32.3M QoQ· Q4 2025
Added
Hedge Fund
$40.7M· 1.5% of total· 0.1% port· 135K sh· +$16.6M QoQ· Q1 2026
New
Hedge Fund
$37.3M· 1.4% of total· 0.6% port· 100K sh· — QoQ· Q2 2025
Added
Hedge Fund
$36.3M· 1.3% of total· 0.1% port· 121K sh· +$1.9M QoQ· Q1 2026
Added
Hedge Fund
$27.0M· 1.0% of total· 0.2% port· 90K sh· +$22.5M QoQ· Q1 2026
New
Hedge Fund
$25.2M· 0.9% of total· 6.3% port· 77K sh· — QoQ· Q4 2024
New
Hedge Fund
$23.9M· 0.9% of total· 0.3% port· 67K sh· — QoQ· Q4 2025
Added
Hedge Fund
$19.3M· 0.7% of total· 0.0% port· 64K sh· +$7.2M QoQ· Q1 2026
New
Hedge Fund
$16.0M· 0.6% of total· 0.0% port· 43K sh· — QoQ· Q2 2025
New
Hedge Fund
$15.8M· 0.6% of total· 0.1% port· 44K sh· — QoQ· Q4 2025
Added
Hedge Fund
$8.2M· 0.3% of total· 0.0% port· 27K sh· +$6.9M QoQ· Q1 2026
Reduced
Hedge Fund
$8.1M· 0.3% of total· 0.0% port· 27K sh· $-4.8M QoQ· Q1 2026
Unchanged
Institutional Manager
$4.8M· 0.2% of total· 0.0% port· 16K sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$3.5M· 0.1% of total· 0.0% port· 12K sh· +$3.4M QoQ· Q1 2026
New
Hedge Fund
$2.1M· 0.1% of total· 0.0% port· 6K sh· — QoQ· Q4 2025
Added
Hedge Fund
$1.9M· 0.1% of total· 0.0% port· 6K sh· +$1.7M QoQ· Q1 2026
New
Institutional Manager
$1.3M· 0.0% of total· 0.0% port· 4K sh· — QoQ· Q4 2025
New
Hedge Fund
$893K· 0.0% of total· 0.0% port· 3K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$689K· 0.0% of total· 0.0% port· 2K sh· $-167.1M QoQ· Q1 2026
New
Hedge Fund
$560K· 0.0% of total· 0.0% port· 2K sh· — QoQ· Q1 2025
Reduced
Hedge Fund
$451K· 0.0% of total· 0.0% port· 2K sh· $-30K QoQ· Q1 2026
Added
Hedge Fund
$391K· 0.0% of total· 0.0% port· 1K sh· +$90K QoQ· Q1 2026
Reduced
Hedge Fund
$43K· 0.0% of total· 0.0% port· 142 sh· $-6.5M QoQ· Q1 2026
Reduced
Institutional Manager
$2K· 0.0% of total· 0.0% port· 6 sh· $-1K QoQ· Q1 2026
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