LPL Financial Holdings, Inc. (LPLA): Ownership & Insider Activity
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
28
13F filers
Aggregate Value
$3.0B
Across holders
Last Price
$364.18
2026-08-24
Sector
Financials
GICS
Quarterly fund activity18 increased7 reduced1 exited
Full exits: First Eagle Investment Management, LLC
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX CIK 0000200217 | Institutional Manager | 4.58M | $1.3B | 42.9% | 0.7% | Added | +$121.7M | Q2 2026 |
| LONE PINE CAPITAL LLC CIK 0001061165 | Hedge Fund | 1.22M | $343.4M | 11.4% | 2.1% | Reduced | $-234.0M | Q2 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 976K | $274.8M | 9.1% | 0.2% | Added | — | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 643K | $181.1M | 6.0% | 0.0% | Reduced | +$167.6M | Q2 2026 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 560K | $157.7M | 5.2% | 1.2% | Unchanged | $-156.4M | Q2 2026 |
| Point72 Asset Management, L.P. CIK 0001603466 | Hedge Fund | 507K | $142.9M | 4.8% | 0.2% | Added | +$142.7M | Q2 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 462K | $130.3M | 4.3% | 0.3% | Added | +$12.6M | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 345K | $97.0M | 3.2% | 0.1% | Added | — | Q2 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 289K | $81.4M | 2.7% | 0.1% | Added | +$63.4M | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 206K | $58.1M | 1.9% | 0.0% | Reduced | $-192.7M | Q2 2026 |
Added
Institutional Manager
$1.3B· 42.9% of total· 0.7% port· 4.58M sh· +$121.7M QoQ· Q2 2026
Reduced
Hedge Fund
$343.4M· 11.4% of total· 2.1% port· 1.22M sh· $-234.0M QoQ· Q2 2026
Added
Hedge Fund
$274.8M· 9.1% of total· 0.2% port· 976K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$181.1M· 6.0% of total· 0.0% port· 643K sh· +$167.6M QoQ· Q2 2026
Unchanged
Hedge Fund
$157.7M· 5.2% of total· 1.2% port· 560K sh· $-156.4M QoQ· Q2 2026
Added
Hedge Fund
$142.9M· 4.8% of total· 0.2% port· 507K sh· +$142.7M QoQ· Q2 2026
Added
Hedge Fund
$130.3M· 4.3% of total· 0.3% port· 462K sh· +$12.6M QoQ· Q2 2026
Added
Hedge Fund
$97.0M· 3.2% of total· 0.1% port· 345K sh· — QoQ· Q2 2026
Added
Hedge Fund
$81.4M· 2.7% of total· 0.1% port· 289K sh· +$63.4M QoQ· Q2 2026
Reduced
Hedge Fund
$58.1M· 1.9% of total· 0.0% port· 206K sh· $-192.7M QoQ· Q2 2026
Added
Hedge Fund
$45.5M· 1.5% of total· 0.1% port· 162K sh· — QoQ· Q2 2026
Added
Hedge Fund
$42.7M· 1.4% of total· 0.1% port· 152K sh· +$8.8M QoQ· Q2 2026
Added
Hedge Fund
$38.9M· 1.3% of total· 0.1% port· 138K sh· $-37.3M QoQ· Q2 2026
Added
Hedge Fund
$30.7M· 1.0% of total· 0.1% port· 109K sh· +$5.4M QoQ· Q2 2026
Added
Hedge Fund
$15.7M· 0.5% of total· 0.2% port· 56K sh· — QoQ· Q2 2026
Added
Hedge Fund
$12.1M· 0.4% of total· 0.0% port· 43K sh· +$11.2M QoQ· Q2 2026
Added
Hedge Fund
$9.9M· 0.3% of total· 0.0% port· 35K sh· +$9.7M QoQ· Q2 2026
Added
Hedge Fund
$9.7M· 0.3% of total· 0.0% port· 35K sh· $-43.4M QoQ· Q2 2026
Added
Hedge Fund
$8.3M· 0.3% of total· 0.2% port· 29K sh· +$4.3M QoQ· Q2 2026
Unchanged
Hedge Fund
$8.1M· 0.3% of total· 0.3% port· 29K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$6.1M· 0.2% of total· 0.0% port· 22K sh· +$4.0M QoQ· Q2 2026
Added
Hedge Fund
$5.4M· 0.2% of total· 0.0% port· 19K sh· +$3.7M QoQ· Q2 2026
Unchanged
Institutional Manager
$4.5M· 0.1% of total· 0.0% port· 16K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$3.6M· 0.1% of total· 0.0% port· 13K sh· $-9.0M QoQ· Q2 2026
Added
Hedge Fund
$2.7M· 0.1% of total· 0.0% port· 10K sh· +$2.3M QoQ· Q2 2026
Added
Hedge Fund
$1.9M· 0.1% of total· 0.0% port· 7K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$1.8M· 0.1% of total· 0.0% port· 6K sh· $-1.0M QoQ· Q2 2026
Reduced
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 5K sh· $-7.3M QoQ· Q2 2026
1–10 of 28
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