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LPLA in the 13F filings

LPL Finl HLDGS Inc · CUSIP 50212V100

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Aug 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 14 listed it in both
Shares listed
14,454,141
combined, among listed positions
Reported value
$4.0bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LPLA in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)2,671,896$746munder 0.1%Trimmed-493,3875 Nov 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,542,185$710m0.38%Trimmed-33,53014 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,099,916$587m0.07%Trimmed-274,88514 Aug 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,685,070$471m3.82%Held014 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors1,577,102$440m0.10%Trimmed-20,03413 Aug 2024 (the filing on sec.gov)
MFS Investment Management884,630$247m0.08%Added+90,0209 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.496,378$139m0.13%Trimmed-449,66114 Aug 2024 (the filing on sec.gov)
Markel Group Inc481,791$135m1.32%Added+27,5002 Aug 2024 (the filing on sec.gov)
Millennium Management LLC443,095$124m0.06%Trimmed-194,70214 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP380,490$106munder 0.1%Trimmed-6,04014 Aug 2024 (the filing on sec.gov)
Maverick Capital Ltd273,144$76m1.45%Trimmed-57,28814 Aug 2024 (the filing on sec.gov)
Man Group PLC247,977$69m0.17%Added+128,63814 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP221,958$62m0.26%Newnew14 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP143,229$40m0.10%Newnew16 Sep 2024 (the filing on sec.gov)
Viking Global Investors LP130,000$36m0.14%Newnew14 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp95,009$27m0.14%Newnew14 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC49,367$14m0.09%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Capital World Investors17,807$5.0munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP10,850$3.0munder 0.1%Added+2,72814 Aug 2024 (the filing on sec.gov)
PDT Partners LLC2,247$628k0.06%Trimmed-3415 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
23 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LPLA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$634mn.a.n.a.
Q3 20138$624mn.a.n.a.
Q4 20138$868mn.a.n.a.
Q1 201410$1.6bnn.a.n.a.
Q2 20147$1.2bnn.a.n.a.
Q3 20146$1.1bnn.a.n.a.
Q4 20144$683mn.a.n.a.
Q1 20153$611mn.a.n.a.
Q2 20157$702mn.a.n.a.
Q3 20154$545mn.a.n.a.
Q4 20153$514mn.a.n.a.
Q1 20163$310mn.a.n.a.
Q2 20162$173mn.a.n.a.
Q3 20163$363mn.a.n.a.
Q4 20168$108mn.a.n.a.
Q1 201711$382mn.a.n.a.
Q2 201710$749mn.a.n.a.
Q3 201710$821mn.a.n.a.
Q4 201712$959mn.a.n.a.
Q1 201814$1.2bnn.a.n.a.
Q2 201815$1.3bnn.a.n.a.
Q3 201811$1.1bnn.a.n.a.
Q4 201811$982mn.a.n.a.
Q1 201911$1.0bnn.a.n.a.
Q2 201915$1.2bnn.a.n.a.
Q3 201911$1.4bnn.a.n.a.
Q4 201913$1.6bnn.a.n.a.
Q1 202010$799mn.a.n.a.
Q2 202016$1.4bnn.a.n.a.
Q3 202012$1.6bnn.a.n.a.
Q4 202014$2.0bnn.a.n.a.
Q1 202115$2.5bnn.a.n.a.
Q2 202117$2.4bnn.a.n.a.
Q3 202114$2.7bnn.a.n.a.
Q4 202112$2.7bnn.a.n.a.
Q1 202216$3.6bnn.a.n.a.
Q2 202215$4.4bnn.a.n.a.
Q3 202218$4.8bnn.a.n.a.
Q4 202220$3.7bnn.a.n.a.
Q1 202319$3.6bnn.a.n.a.
Q2 202319$3.3bnn.a.n.a.
Q3 202320$3.7bnn.a.n.a.
Q4 202316$3.8bn108
Q1 202414$4.0bn410
Q2 202420$4.0bn109
Q3 202423$3.3bn186
Q4 202428$5.1bn1612
Q1 202527$5.8bn1812
Q2 202524$6.5bn1313
Q3 202517$6.1bn148
Q4 202519$7.3bn1919
Q1 202615$6.3bn2017
Q2 202620$5.3bn2312

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LPLA and V →LPLA and AXP →LPLA and BAC →Choose a stock to compare with LPLA →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LPLA, latest filings →Back to the 13F Explorer →