How many institutional investors hold LPLA?

6 tracked institutional investors disclosed a position in LPLA (LPL FINL HLDGS INC) in their most recent 13F filing.

Who is the largest institutional holder of LPLA?

Steve Mandel, Lone Pine Capital, holds the largest disclosed position in LPLA, valued at $741M.

Where does this LPLA ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

LPLA — LPL FINL HLDGS INC

Name: LPL FINL HLDGS INC (LPLA) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About LPL FINL HLDGS INC (LPLA)

LPL FINL HLDGS INC (LPLA) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $741M. Across recent filings, tracked investors recorded 4 new positions, 0 increased, 2 reduced, and 2 exited. All data sourced from SEC 13F filings.

Tracked investors reporting LPLA

Investor	Firm	Shares	Market value	% of portfolio	As of
Steve Mandel	Lone Pine Capital	2M	$616.7M	4.92%	Mar 31, 2026
Ken Griffin	Citadel Advisors	974.2K	$293.1M	0.05%	Mar 31, 2026
Izzy Englander	Millennium Management	904.1K	$272M	0.11%	Mar 31, 2026
Daniel Loeb	Third Point LLC	510K	$182.2M	2.50%	Dec 31, 2025
Steve Cohen	Point72 Asset Management	51.3K	$15.4M	0.02%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	118.3K	$42.3K	0.00%	Dec 31, 2025

Steve MandelMar 31, 2026
Lone Pine Capital
Shares
2M
Value
$616.7M
% Portfolio
4.92%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
974.2K
Value
$293.1M
% Portfolio
0.05%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
904.1K
Value
$272M
% Portfolio
0.11%
Daniel LoebDec 31, 2025
Third Point LLC
Shares
510K
Value
$182.2M
% Portfolio
2.50%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
51.3K
Value
$15.4M
% Portfolio
0.02%
Ray DalioDec 31, 2025
Bridgewater Associates
Shares
118.3K
Value
$42.3K
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ken Griffin	Sold	-100.00%	$0	May 15, 2026
Steve Mandel	New	—	$741.1M	Feb 17, 2026
Steve Mandel	New	—	$616.7M	May 15, 2026
Daniel Loeb	New	—	$182.2M	Feb 17, 2026
Ray Dalio	Sold	-100.00%	$0	May 15, 2026
Ken Griffin	Reduced	-2.51%	$151.2K	Feb 17, 2026
Ray Dalio	Reduced	-43.33%	$42.3K	Feb 13, 2026
Ray Dalio	New	—	$69.4K	Nov 13, 2025

Ken Griffin
Sold
$0(-100.00%)May 15, 2026
Steve Mandel
New
$741.1MFeb 17, 2026
Steve Mandel
New
$616.7MMay 15, 2026
Daniel Loeb
New
$182.2MFeb 17, 2026
Ray Dalio
Sold
$0(-100.00%)May 15, 2026
Ken Griffin
Reduced
$151.2K(-2.51%)Feb 17, 2026
Ray Dalio
Reduced
$42.3K(-43.33%)Feb 13, 2026
Ray Dalio
New
$69.4KNov 13, 2025

Frequently asked questions

How many institutional investors hold LPLA?: 6 tracked institutional investors disclosed a position in LPLA (LPL FINL HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of LPLA?: Steve Mandel, Lone Pine Capital, holds the largest disclosed position in LPLA, valued at $741M.
Did institutional ownership of LPLA increase or decrease?: Across recent 13F filings, tracked investors recorded 4 new positions, 0 increased, 2 reduced, and 2 fully exited LPLA.
Where does this LPLA ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.