Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
LPL Financial Holdings Inc

LPLA

LPL Financial Holdings Inc

LPL Financial Holdings Inc 13F Holders

LPLA Stock Ownership Activity

# of activities:
5
AVG reported price*:
$357.17
Current price*:
-7.82%($329.22)
5 value investing gurus have made changes to the LPL Financial Holdings Inc (LPLA) position according to the gurus' 2025 Q4 SEC quarterly report(s). LPLA has been bought (as a new position) by 2 guru(s), the number of LPLA shares has been increased by 1, decreased by 2 super investor(s).

Which gurus or hedge funds bought LPLA in 2025 Q4?

According to the 2025 Q4 SEC filing(s) LPL Financial Holdings Inc (LPLA) has been bought by 3 gurus / funds: Dodge & Cox Stock Fund (added shares +17.69%), William Von Mueffling - Cantillon Capital Management (new buy) and John Armitage - Egerton Capital (new buy).
To see more about who is investing in LPL Financial Holdings Inc (LPLA), please go to the LPLA ownership page.
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.