LPLA
LPL Financial Holdings Inc. ·
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LPL Financial Holdings Inc. (LPLA) is held by 9 tracked hedge fund(s) and traded by 1 member(s) of Congress. Largest tracked holder: SAMLYN CAPITAL, LLC.
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| SAMLYN CAPITAL, LLC Robert Pohly |
11.9% | 2.3M | $699M | ▲ 47% (+744K) | $263.49 | 2026-03-31 |
| LONE PINE CAPITAL LLC Stephen Mandel |
4.9% | 2.0M | $617M | ▼ 1.2% (−25K) | $238.85 | 2026-03-31 |
| WCM INVESTMENT MANAGEMENT, LLC WCM INVESTMENT MANAGEMENT, LLC |
1.2% | 1.7M | $521M | ▲ 0.8% (+13K) | $213.14 | 2026-03-31 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC BARROW HANLEY MEWHINNEY & STRAUSS LLC |
1.1% | 1.1M | $329M | ▼ 13% (−168K) | $357.17 | 2026-03-31 |
| Markel Group Inc. Markel Group Inc. |
1.4% | 560K | $168M | — | $240.53 | 2026-03-31 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
0.6% | 348K | $105M | ▲ 38% (+97K) | $302.68 | 2026-03-31 |
| Cantillon Capital Management LLC Cantillon Capital Management LLC |
0.7% | 325K | $98M | ▼ 12% (−44K) | $357.17 | 2026-03-31 |
| First Pacific Advisors, LP First Pacific Advisors, LP |
1.4% | 321K | $96M | ▼ 17% (−67K) | $202.40 | 2026-03-31 |
| GILDER GAGNON HOWE & CO LLC GILDER GAGNON HOWE & CO LLC |
0.7% | 195K | $59M | ▼ 25% (−64K) | $228.43 | 2026-03-31 |
FAQ ▾
Which hedge funds hold LPLA?
Tracked holders include: SAMLYN CAPITAL, LLC, LONE PINE CAPITAL LLC, WCM INVESTMENT MANAGEMENT, LLC, BARROW HANLEY MEWHINNEY & STRAUSS LLC.
How much smart money owns LPLA?
9 tracked hedge fund(s) and 1 member(s) of Congress have disclosed positions.
Are members of Congress trading LPLA?
Yes — 1 member(s) have disclosed LPLA trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.