LPLA - LPL FINL HLDGS 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 Q1 2025 it was held by 8 managers with an aggregate reported value of $2.04B, which is 0.19% of the combined portfolio.
As of Q1 2025, 8 tracked institutional managers held LPLA (LPL FINL HLDGS INC) with an aggregate reported value of $2.04B — 0.19% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2025
- Ticker
- LPLA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Stephen Mandel - Lone Pine Capital | 5.06% | Reduce -8.3% | 1,764,015 | $577.08M |
| 2 | Dodge & Cox - Dodge & Cox | 0.28% | Add +224.1% | 1,523,460 | $498.38M |
| 3 | John Armitage - Egerton Capital | 3.29% | Add +238.1% | 871,265 | $285.03M |
| 4 | Daniel Loeb - Third Point | 3.21% | Reduce -4.6% | 625,000 | $204.46M |
| 5 | Thomas Gayner - Markel Asset Management | 1.57% | Add +1.3% | 539,104 | $176.36M |
| 6 | First Pacific Advisors - First Pacific Advisors | 2.40% | Reduce -0.1% | 457,941 | $149.81M |
| 7 | Lee Ainslie - Maverick Capital | 1.89% | Reduce -45.4% | 320,780 | $104.94M |
| 8 | Bill Nygren - Oakmark Funds | 0.07% | Reduce -30.7% | 135,474 | $44.32M |
Loading holder history for LPLA…