InvestorLens

LPLA — LPL FINL HLDGS INC

Public company

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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

Why are billionaires buying LPLA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
35
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
9 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their LPLA position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Overheat regime). 9 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Steve Mandel)
  • +7 tracked investors reported holding LPLA at their latest filing
  • +9 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 7/26/2026.

About LPL FINL HLDGS INC (LPLA)

LPL FINL HLDGS INC (LPLA) appears in the most recent 13F filings of 7 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.

Smart Money Consensus™

Based on recent institutional activity in LPLA

50
/100
Mixed Activity
Added / Increased4
Reduced2
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track LPLA

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

LPLA Ownership Composition

How LPL FINL HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
86% of tracked value
Institutions
7
tracked investors
Total Reported
$1.4B
combined 13F value
Sectors2
  • Other85.7%
  • Hedge Funds14.3%
Other(5)
85.7%
Hedge Funds(2)
14.3%

Tracked investors reporting LPLA

  • 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%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    1.5K
    Value
    $451.2K
    % Portfolio
    0.00%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    118.3K
    Value
    $42.3K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold LPLA?
7 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.
LPLA (LPL FINL HLDGS INC) — Institutional Holders & 13F — InvestorLens