LPLA - LPL Financial Holdings, Inc.
This page shows which of the focused investors we track hold LPLA and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 4 managers with an aggregate reported value of $1.88B, which is 0.16% of the combined portfolio.
As of Q2 2026, 4 tracked institutional managers held LPLA (LPL Financial Holdings, Inc.) with an aggregate reported value of $1.88B — 0.16% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- LPLA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 0.68% | Add +10.4% | 4,578,679 | $1.29B |
| 2 | Stephen Mandel - Lone Pine Capital | 2.10% | Reduce -40.5% | 1,219,099 | $343.4M |
| 3 | Thomas Gayner - Markel Asset Management | 1.20% | - | 559,951 | $157.73M |
| 4 | First Pacific Advisors - First Pacific Advisors | 1.12% | Add +0.2% | 321,244 | $90.49M |
Loading holder history for LPLA…