LPL Financial Holdings Inc
Held by 15 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 50212V100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 15 of the investors we track own this stock. In the latest quarter, 7 of them bought more of it and 7 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
15
0 vs last quarter (like-for-like)
Total value held
$4.18B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.5%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$501.66M
-11.4% vs last quarter
Net shares bought
-810.2K
Est. net flow -$228.07M
Quarter activity
7 bought · 7 sold
1 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns LPLA?
🔒 The 'who added and who trimmed' chart is a Plus feature
You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.
Who owns LPLA? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | Dodge & Cox | 4.58M | $1.29B | 0.7% | Added | +432.1K | +10.4% | +$121.72M |
| 2 | Boston Partners | Boston Partners Global Investors | 4.25M | $1.20B | 1.1% | Added | +119.3K | +2.9% | +$33.76M |
| 3 | Stephen Mandel | Lone Pine Capital | 1.22M | $343.40M | 2.1% | Reduced | -830.9K | -40.5% | -$234.04M |
| 4 | Norges Bank | Norges Bank Investment Management | 1.05M | $297.04M | 0.0% | — | — | — | — |
| 5 | Barrow Hanley | Barrow Hanley Mewhinney & Strauss | 1.03M | $290.48M | 0.9% | Reduced | -62.2K | -5.7% | -$17.51M |
| 6 | Ken Griffin | Citadel Advisors | 642.76K | $181.05M | 0.1% | Reduced | -280.7K | -30.4% | -$79.07M |
| 7 | Tom Gayner | Markel Group | 559.95K | $157.73M | 1.2% | Held | 0 | 0.0% | $0 |
| 8 | Steve Cohen | Point72 Asset Management | 507.35K | $142.91M | 0.2% | Added | +456.7K | +901.8% | +$128.64M |
| 9 | First Pacific Advisors | First Pacific Advisors, LP | 321.24K | $90.49M | 1.1% | Added | +620 | +0.2% | +$174.64K |
| 10 | Israel Englander | Millennium Management | 206.16K | $58.07M | 0.0% | Reduced | -684.1K | -76.8% | -$192.70M |
| 11 | Jim Simons | Renaissance Technologies | 151.66K | $42.72M | 0.1% | Added | +31.1K | +25.8% | +$8.77M |
| 12 | Diamond Hill | Diamond Hill Capital Management | 129.41K | $36.45M | 0.3% | Reduced | -7.1K | -5.2% | -$2.01M |
| 13 | Ron Baron | Baron Capital (BAMCO) | 114.22K | $32.17M | 0.0% | Reduced | -7.6K | -6.2% | -$2.13M |
| 14 | Mawer | Mawer Investment Management | 64.24K | $18.10M | 0.1% | Added | +15.5K | +31.9% | +$4.37M |
| 15 | Ray Dalio | Bridgewater Associates | 6.90K | $1.94M | 0.0% | New | +6.9K | — | +$1.94M |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Matthew McLennan | First Eagle Investment Management | -6 | $1.80K |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Jun 5, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jul 2, 2026 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Jun 11, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jul 2, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | May 19, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 20 days | PTR ↗ |
| Gil Cisneros Politician | May 7, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 32 days | PTR ↗ |
| Gil Cisneros Politician | May 14, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 25 days | PTR ↗ |
| Gil Cisneros Politician | May 12, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 27 days | PTR ↗ |
| Val T. Hoyle Politician | Apr 2, 2025 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | May 15, 2026 | 408 days Late | PTR ↗ |
| Gil Cisneros Politician | May 1, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | May 8, 2026 | 7 days | PTR ↗ |
| Gil Cisneros Politician | Apr 6, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | May 8, 2026 | 32 days | PTR ↗ |
| Gil Cisneros Politician | Mar 27, 2026 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 11 days | PTR ↗ |
| Gil Cisneros Politician | Dec 10, 2025 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 33 days | PTR ↗ |
| Val T. Hoyle Politician | Mar 3, 2025 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Sep 12, 2025 | 193 days Late | PTR ↗ |
| Michael T. McCaul Politician | Jul 5, 2025 | LPLA | LPL FINANCIAL HOLDINGS scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Jul 7, 2025 | 2 days | PTR ↗ |
| Michael T. McCaul Politician | Apr 5, 2025 | LPLA | LPt FINANCIAL HOLDINGS scanned | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | — | Apr 17, 2025 | 12 days | PTR ↗ |
| John James Politician | Nov 10, 2023 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 2, 2024 | 297 days Late | PTR ↗ |
| John James Politician | Jul 18, 2024 | LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 2, 2024 | 46 days Late | PTR ↗ |