# LPL Financial Holdings, Inc. (LPLA) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 50212V100
Page URL: https://superinvestorclub.com/stock/LPLA
Last updated: 2026-08-29T13:48:19.205Z

## Summary

As of the most recent 13F filing period, LPL Financial Holdings, Inc. (LPLA) is held by 6 tracked superinvestors with an aggregate position value of $1.98B representing 0457867912190995599513249273212446900 shares.

## Top institutional holders (6)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 4578679 | $1.29B | 0.68% | 2026-06-30 |
| 2 | [Stephen Mandel](https://superinvestorclub.com/manager/61) | Lone Pine Capital | 1219099 | $343.4M | 2.10% | 2026-06-30 |
| 3 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 559951 | $157.7M | 1.20% | 2026-06-30 |
| 4 | [William Von Mueffling](https://superinvestorclub.com/manager/2284) | Cantillon Capital Management | 324927 | $97.7M | 0.65% | 2026-03-31 |
| 5 | [Steven Romick](https://superinvestorclub.com/manager/289) | First Pacific Advisors | 321244 | $90.5M | 1.12% | 2026-06-30 |
| 6 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 6900 | $1.9M | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $110.4M aggregate, 0485100 shares
- 2024-03-31: 4 holders, $654.7M aggregate, 016850704542913304328122 shares
- 2024-06-30: 5 holders, $720.8M aggregate, 0168507048179127314413000010850 shares
- 2024-09-30: 8 holders, $1.02B aggregate, 021801375204044970754850004583622122383584815556 shares
- 2024-12-31: 9 holders, $1.68B aggregate, 0192274865500058772153240447010945828925771019547464884 shares
- 2025-03-31: 9 holders, $2.11B aggregate, 017640151523460871265625000539104457941320780222873135474 shares
- 2025-06-30: 8 holders, $2.74B aggregate, 02701709187224883251662500054460444350319265599507 shares
- 2025-09-30: 6 holders, $2.46B aggregate, 033292552255714594143553321443503208744 shares
- 2025-12-31: 9 holders, $2.94B aggregate, 03948970207494855995151000038741236906825481311829410 shares
- 2026-03-31: 6 holders, $2.23B aggregate, 0414654720499675599513249273206246 shares
- 2026-06-30: 5 holders, $1.88B aggregate, 0457867912190995599513212446900 shares

## Recent congressional trades (22)

- 2026-06-11: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-06-05: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-05-19: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-05-14: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-05-12: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-05-07: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-05-01: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-04-06: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-03-27: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-12-10: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-12-10: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-10-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-08-22: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-06-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-05-13: Markwayne Mullin (Republican-OK) purchase $15,001 - $50,000

## Recent insider transactions (0)


## Citation

When citing, use: "LPL Financial Holdings, Inc. (LPLA) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/LPLA), aggregating SEC 13F, Form 4, and congressional disclosures."