LPL FINANCIAL HOLDINGS INC

LPLA stock holders 13F

3 superinvestors reported owning LPLA (Common Stock) according to the gurus' latest reports.

Top 3 gurus who own (LPLA) LPL FINANCIAL HOLDINGS INC

The 3 super investors (holders) owning LPLA (by the percentage (%) of portfolio) are Stephen Mandel - Lone Pine Capital (4.92%), V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (0.74%) and William Von Mueffling - Cantillon Capital Management (0.65%) as of their latest reports.

To check the latest activities of the top LPLA shareholders between value investors, please click on the "Activity" tab.

To see the historical data of LPLA's holders please click on the "HOLDING" dropdown menu and select the date.

# of holders: 3
Period: Varies - latest report of each guru
(holdings/ownership)
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Stephen Mandel
Lone Pine Capital
4.92%
2,049,967
$300.83
$616,691,573
-1.20% (-24,981)
-0.06%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
0.74%
2,790,827
$300.83
$839,564,486
+5.32% (+140,900)
+0.04%
William Von Mueffling
Cantillon Capital Management
0.65%
324,927
$300.83
$97,747,790
-11.96% (-44,141)
-0.09%
Current price: $282.67 6.04% 2026 Q1 AVG reported hold price*: $300.83

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
John Armitage
Egerton Capital
254,813
-1.01%
Daniel Loeb
Third Point
510,000
-8.75%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.