← Top Holdings

LPLALPL Financial Holdings, Inc.

CUSIP: 50212V100

🔥 Bought by 3 superinvestors this quarter

6

Guru Owners

$2.67B

Total Value Held

7.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	3948970	$1.41B	0.76%	$357.17	Q4 2025
Stephen Mandel	Lone Pine Capital	2074948	$741.1M	5.44%	$357.17	Q4 2025
Tom Gayner	Markel Group	559951	$200.0M	1.59%	$357.17	Q4 2025
Daniel Loeb	Third Point	510000	$182.2M	2.50%	$357.17	Q4 2025
John Armitage	Egerton Capital	254813	$91.0M	0.99%	$357.17	Q4 2025
Ray Dalio	Bridgewater Associates	118294	$42.3M	0.15%	$357.17	Q4 2025

$1.41B

0.76%

$741.1M

5.44%

$200.0M

1.59%

$182.2M

2.50%

$91.0M

0.99%

$42.3M

0.15%

📊 Fundamentals

Market Cap$25.1B

P/E Ratio28.7x

Above market avg

Forward P/E10.8x

EPS (TTM)$10.93

Revenue (TTM)$16.6B

Profit Margin5.20%

Div Yield0.38%

Beta0.58

52-Week Range

$262.83

$403.58

Current: $313.56

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.7x trailing earnings → 10.8x forward · 5.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $2.67B

INCREASEDDodge & Cox$1.41B

REDUCEDStephen Mandel$741.1M

INCREASEDTom Gayner$200.0M

REDUCEDDaniel Loeb$182.2M

NEWJohn Armitage$91.0M

REDUCEDRay Dalio$42.3M

Q3 '255 owners · $2.31B

INCREASEDDodge & Cox$1.11B

INCREASEDStephen Mandel$750.5M

REDUCEDDaniel Loeb$197.7M

INCREASEDTom Gayner$184.1M

INCREASEDRay Dalio$69.4M

SOLDJohn Armitage

SOLDLee Ainslie

Q2 '257 owners · $2.58B

INCREASEDDodge & Cox$1.01B

INCREASEDStephen Mandel$702.0M

REDUCEDJohn Armitage$312.2M

INCREASEDTom Gayner$204.2M

REDUCEDRay Dalio$72.2M

INCREASEDLee Ainslie$37.3M

SOLDBill Nygren

Q1 '258 owners · $1.96B

REDUCEDStephen Mandel$577.1M

REDUCEDDodge & Cox$498.4M

INCREASEDJohn Armitage$285.0M

REDUCEDDaniel Loeb$204.5M

INCREASEDTom Gayner$176.4M

REDUCEDLee Ainslie$104.9M

REDUCEDRay Dalio$72.9M

NEWBill Nygren$44.3M

Q4 '247 owners · $1.47B

REDUCEDStephen Mandel$627.8M

INCREASEDDaniel Loeb$213.9M

INCREASEDLee Ainslie$191.9M

INCREASEDTom Gayner$173.8M

INCREASEDDodge & Cox$153.5M

NEWJohn Armitage$84.1M

INCREASEDRay Dalio$21.2M

Q3 '246 owners · $868.6M

INCREASEDStephen Mandel$507.2M

INCREASEDTom Gayner$121.1M

INCREASEDLee Ainslie$115.6M

NEWDaniel Loeb$112.8M

INCREASEDRay Dalio$8.3M

NEWDodge & Cox$3.6M

SOLDAndreas Halvorsen

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

14%analyst est. 13.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.6%current: 8.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LPLA: Held by 6 superinvestors · 10 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002025-12-10

SELLMichael McCaulR

$15,001 - $50,0002025-10-27

SELLMichael McCaulR

$15,001 - $50,0002025-08-22

SELLMichael McCaulR

$15,001 - $50,0002025-06-27

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLMichael McCaulR

$50,001 - $100,0002025-03-17

$1,001 - $15,0002025-03-03

BUYMarkwayne MullinR

$50,001 - $100,0002025-02-13

SELLMichael McCaulR

$15,001 - $50,0002024-11-20

SELLMichael McCaulR

$1,001 - $15,0002024-11-20