← Top Holdings
LPLALPL Financial Holdings, Inc.
CUSIP: 50212V100
6
Guru Owners
$1.98B
Total Value Held
7.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 4578679 | $1.29B | 0.68% | $281.68 | Q2 2026 | |
| Lone Pine Capital | 1219099 | $343.4M | 2.10% | $281.68 | Q2 2026 | |
| Markel Group | 559951 | $157.7M | 1.20% | $281.68 | Q2 2026 | |
| Cantillon Capital Management | 324927 | $97.7M | 0.65% | $300.83 | Q1 2026 | |
| First Pacific Advisors | 321244 | $90.5M | 1.12% | $281.68 | Q2 2026 | |
| Bridgewater Associates | 6900 | $1.9M | 0.01% | $281.68 | Q2 2026 |
Who owns LPLA? Full holder list and ownership history →
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q2 '265 owners · $1.88B
SOLDFirst Eagle
Q1 '266 owners · $2.23B
Q4 '259 owners · $2.94B
Q3 '256 owners · $2.46B
SOLDJohn Armitage
SOLDLee Ainslie
Q2 '258 owners · $2.74B
SOLDBill Nygren
Q1 '259 owners · $2.11B
🏛️ Congressional Trades
LPLA: Held by 6 superinvestors · 22 congress member trades
$1,001 - $15,0002026-06-11
$1,001 - $15,0002026-06-05
$1,001 - $15,0002026-05-19
$1,001 - $15,0002026-05-14
$1,001 - $15,0002026-05-12
$1,001 - $15,0002026-05-07
$1,001 - $15,0002026-05-01
$1,001 - $15,0002026-04-06
$1,001 - $15,0002026-03-27
$1,001 - $15,0002025-12-10
$1,001 - $15,0002025-12-10
$15,001 - $50,0002025-10-27
$15,001 - $50,0002025-08-22
$15,001 - $50,0002025-06-27
$15,001 - $50,0002025-05-13
$1,001 - $15,0002025-04-02
$50,001 - $100,0002025-03-17
$1,001 - $15,0002025-03-03
$1,001 - $15,0002025-03-03
$50,001 - $100,0002025-02-13