# 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: 2026-07-08T11:37:44.094Z

## Summary

As of the most recent 13F filing period, LPL Financial Holdings, Inc. (LPLA) is held by 5 tracked superinvestors with an aggregate position value of $2.23B representing 041465472049967559951324927320624 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 4146547 | $1.25B | 0.69% | 2026-03-31 |
| 2 | [Stephen Mandel](https://superinvestorclub.com/manager/61) | Lone Pine Capital | 2049967 | $616.7M | 4.92% | 2026-03-31 |
| 3 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 559951 | $168.5M | 1.41% | 2026-03-31 |
| 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 | 320624 | $96.5M | 1.35% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 3 holders, $567.4M aggregate, 016850704542918122 shares
- 2024-06-30: 5 holders, $720.8M aggregate, 0168507048179127314413000010850 shares
- 2024-09-30: 7 holders, $975.3M aggregate, 021801375204044970754850004583623584815556 shares
- 2024-12-31: 8 holders, $1.62B aggregate, 0192274865500058772153240447010945828925771064884 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: 8 holders, $2.94B aggregate, 039489702074948559951510000387412369068254813118294 shares
- 2026-03-31: 5 holders, $2.23B aggregate, 041465472049967559951324927320624 shares

## Recent congressional trades (10)

- 2025-12-10: Gil Cisneros (Democrat-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
- 2025-03-17: Michael McCaul (Republican-TX) sale $50,001 - $100,000
- 2025-03-03: Val Hoyle (Democrat-OR) purchase $1,001 - $15,000
- 2025-02-13: Markwayne Mullin (Republican-OK) purchase $50,001 - $100,000
- 2024-11-20: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2024-11-20: Michael McCaul (Republican-TX) sale $1,001 - $15,000

## 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."