InvestorLens

LPLA — LPL FINL HLDGS INC

Public company

Sign in to save5 tracked investors reported this
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
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
41
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
9 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their LPLA position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime). 9 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +5 tracked investors reported holding LPLA at their latest filing
  • +Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource
  • +9 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 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 9/17/2026.

About LPL FINL HLDGS INC (LPLA)

LPL FINL HLDGS INC (LPLA) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $750M. Across recent filings, tracked investors recorded 9 new positions, 10 increased, 13 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LPLA

50
/100
Mixed Activity
Added / Increased19
Reduced13
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track LPLA

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

LPLA Ownership Composition

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

Dominant Type
Multi-Strategy / Quant
55% of tracked value
Institutions
5
tracked investors
Total Reported
$764.1M
combined 13F value
Types3
  • Multi-Strategy / Quant54.7%
  • Growth & Innovation44.9%
  • Macro0.4%
Multi-Strategy / Quant(3)
54.7%
Growth & Innovation(1)
44.9%
Macro(1)
0.4%

Tracked investors currently reporting LPLA

3 tracked investors have since exited this position — listed separately below.

  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    1.2M
    Value
    $343.4M
    % Portfolio
    2.10%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    293.2K
    Value
    $82.6M
    % Portfolio
    0.03%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    682.4K
    Value
    $192.2M
    % Portfolio
    0.02%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    507.3K
    Value
    $142.9M
    % Portfolio
    0.16%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    10.7K
    Value
    $3M
    % Portfolio
    0.00%

Previously held LPLA

These investors reported LPLA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Daniel LoebThird Point LLC510K$182.2MDec 31, 2025
Ray DalioBridgewater Associates192.7K$72.2MJun 30, 2025
George SorosSoros Fund Management125K$40.9MMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold LPLA?
5 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 $750M.
Did institutional ownership of LPLA increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 10 increased, 13 reduced, and 6 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