Who Owns LPLA?
LPL Financial Holdings, Inc. — institutional ownership across 6 tracked superinvestors.
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6
Institutional Holders
$1.98B
Total Value Held
1000.00T
Total Shares
LPL Financial Holdings, Inc. (LPLA) is held by 6 tracked superinvestors with a combined position of $1.98B across 1000.00T shares. The largest holder is Dodge & Cox (Dodge & Cox) with $1.29B (0.68% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | Dodge & Cox | 4578679 | $1.29B | 0.68% | 2026-06-30 |
| 2 | Stephen Mandel | Lone Pine Capital | 1219099 | $343.4M | 2.10% | 2026-06-30 |
| 3 | Tom Gayner | Markel Group | 559951 | $157.7M | 1.20% | 2026-06-30 |
| 4 | William Von Mueffling | Cantillon Capital Management | 324927 | $97.7M | 0.65% | 2026-03-31 |
| 5 | Steven Romick | First Pacific Advisors | 321244 | $90.5M | 1.12% | 2026-06-30 |
| 6 | Ray Dalio | Bridgewater Associates | 6900 | $1.9M | 0.01% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-12-31 | 1 | $110.4M | 485,100 |
| 2024-03-31 | 4 | $654.7M | 1000.00T |
| 2024-06-30 | 5 | $720.8M | 1000.00T |
| 2024-09-30 | 8 | $1.02B | 1000.00T |
| 2024-12-31 | 9 | $1.68B | 1000.00T |
| 2025-03-31 | 9 | $2.11B | 1000.00T |
| 2025-06-30 | 8 | $2.74B | 1000.00T |
| 2025-09-30 | 6 | $2.46B | 1000.00T |
| 2025-12-31 | 9 | $2.94B | 1000.00T |
| 2026-03-31 | 6 | $2.23B | 1000.00T |
| 2026-06-30 | 5 | $1.88B | 1000.00T |