← Top Holdings

LPLALPL Financial Holdings, Inc.

CUSIP: 50212V100

5

Guru Owners

$2.23B

Total Value Held

7.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	4146547	$1.25B	0.69%	$300.83	Q1 2026
Stephen Mandel	Lone Pine Capital	2049967	$616.7M	4.92%	$300.83	Q1 2026
Tom Gayner	Markel Group	559951	$168.5M	1.41%	$300.83	Q1 2026
William Von Mueffling	Cantillon Capital Management	324927	$97.7M	0.65%	$300.83	Q1 2026
Steven Romick	First Pacific Advisors	320624	$96.5M	1.35%	$300.83	Q1 2026

$1.25B

0.69%

$616.7M

4.92%

$168.5M

1.41%

William Von Mueffling

$97.7M

0.65%

$96.5M

1.35%

📊 Fundamentals

Market Cap$24.6B

P/E Ratio27.4x

Above market avg

Forward P/E10.7x

EPS (TTM)$11.22

Revenue (TTM)$17.8B

Profit Margin5.05%

Div Yield0.39%

Beta0.51

52-Week Range

$260.15

$403.58

Current: $307.58

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.4x trailing earnings → 10.7x forward · 5.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $2.23B

INCREASEDDodge & Cox$1.25B

REDUCEDStephen Mandel$616.7M

REDUCEDWilliam Von Mueffling$97.7M

REDUCEDSteven Romick$96.5M

SOLDDaniel Loeb

SOLDJohn Armitage

Q4 '258 owners · $2.94B

INCREASEDDodge & Cox$1.41B

REDUCEDStephen Mandel$741.1M

INCREASEDTom Gayner$200.0M

REDUCEDDaniel Loeb$182.2M

REDUCEDSteven Romick$138.4M

NEWWilliam Von Mueffling$131.8M

NEWJohn Armitage$91.0M

REDUCEDRay Dalio$42.3M

Q3 '256 owners · $2.46B

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 '258 owners · $2.74B

INCREASEDDodge & Cox$1.01B

INCREASEDStephen Mandel$702.0M

REDUCEDJohn Armitage$312.2M

INCREASEDTom Gayner$204.2M

REDUCEDSteven Romick$166.3M

REDUCEDRay Dalio$72.2M

INCREASEDLee Ainslie$37.3M

SOLDBill Nygren

Q1 '259 owners · $2.11B

REDUCEDStephen Mandel$577.1M

REDUCEDDodge & Cox$498.4M

INCREASEDJohn Armitage$285.0M

REDUCEDDaniel Loeb$204.5M

INCREASEDTom Gayner$176.4M

REDUCEDSteven Romick$149.8M

REDUCEDLee Ainslie$104.9M

REDUCEDRay Dalio$72.9M

NEWBill Nygren$44.3M

Q4 '248 owners · $1.62B

REDUCEDStephen Mandel$627.8M

INCREASEDDaniel Loeb$213.9M

INCREASEDLee Ainslie$191.9M

INCREASEDTom Gayner$173.8M

INCREASEDDodge & Cox$153.5M

REDUCEDSteven Romick$149.6M

NEWJohn Armitage$84.1M

INCREASEDRay Dalio$21.2M

💰 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

13%analyst est. 13.2%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

9.5%current: 9.5%

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 5 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

LPLA Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker