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LPLA · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LPLAV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LPLA
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterLPLAV
Q3 202012 holders, $1.6bn55 holders, $62.2bn
Q4 202014 holders, $2.0bn52 holders, $67.1bn
Q1 202115 holders, $2.5bn58 holders, $64.5bn
Q2 202117 holders, $2.4bn52 holders, $69.3bn
Q3 202114 holders, $2.7bn56 holders, $63.6bn
Q4 202112 holders, $2.7bn47 holders, $58.0bn
Q1 202216 holders, $3.6bn59 holders, $61.8bn
Q2 202215 holders, $4.4bn57 holders, $55.2bn
Q3 202218 holders, $4.8bn57 holders, $50.7bn
Q4 202220 holders, $3.7bn54 holders, $59.4bn
Q1 202319 holders, $3.6bn55 holders, $64.0bn
Q2 202319 holders, $3.3bn54 holders, $65.2bn
Q3 202320 holders, $3.7bn55 holders, $61.5bn
Q4 202316 holders, $3.8bn48 holders, $68.6bn
Q1 202414 holders, $4.0bn50 holders, $73.1bn
Q2 202420 holders, $4.0bn45 holders, $69.5bn
Q3 202423 holders, $3.3bn47 holders, $70.5bn
Q4 202428 holders, $5.1bn48 holders, $77.6bn
Q1 202527 holders, $5.8bn43 holders, $83.5bn
Q2 202524 holders, $6.5bn45 holders, $83.4bn
Q3 202517 holders, $6.1bn48 holders, $82.8bn
Q4 202519 holders, $7.3bn49 holders, $86.0bn
Q1 202615 holders, $6.3bn49 holders, $73.3bn
Q2 202620 holders, $5.3bn52 holders, $81.9bn
LPLA

LPL Finl HLDGS Inc

Holders
28
Reported value
$5.1bn
Buyers
16
Sellers
12

Breadth +4 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
48
Reported value
$77.6bn
Buyers
15
Sellers
26

Breadth -11 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LPLA (9)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Third Point LLC, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Winton Group Ltd

Only V (29)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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