LPL Financial Holdings Inc. (LPLA)

Sector:Financials
Super Investor Stats:
Ownership count:4
Ownership rank:207
% of all portfolios:0.062%
Hold Price * :$281.68
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q2  2026
≡ Stephen Mandel - Lone Pine Capital Reduce 40.53% 830,868 1.43
≡ First Eagle Investment Management Sell 100.00% 6 0.00
≡ William Von Mueffling - Cantillon Capital Management Sell 100.00% 324,927 0.65
Q1  2026
≡ First Eagle Investment Management Reduce 40.00% 4 0.00
≡ First Pacific Advisors Reduce 17.24% 66,788 0.29
≡ William Von Mueffling - Cantillon Capital Management Reduce 11.96% 44,141 0.09
≡ Stephen Mandel - Lone Pine Capital Reduce 1.20% 24,981 0.06
≡ John Armitage - Egerton Capital Sell 100.00% 254,813 0.99
≡ Daniel Loeb - Third Point Sell 100.00% 510,000 2.51
Q4  2025
≡ Daniel Loeb - Third Point Reduce 14.16% 84,143 0.41
≡ First Pacific Advisors Reduce 12.65% 56,091 0.27
≡ Stephen Mandel - Lone Pine Capital Reduce 8.01% 180,766 0.47
Q3  2025
≡ Daniel Loeb - Third Point Reduce 4.94% 30,857 0.12
≡ Lee Ainslie - Maverick Capital Sell 100.00% 99,507 0.57
≡ John Armitage - Egerton Capital Sell 100.00% 832,516 3.20
Q2  2025
≡ Lee Ainslie - Maverick Capital Reduce 68.98% 221,273 1.27
≡ John Armitage - Egerton Capital Reduce 4.45% 38,749 0.15
≡ First Pacific Advisors Reduce 3.15% 14,438 0.08
≡ Bill Nygren - Oakmark Funds Sell 100.00% 135,474 0.07
Q1  2025
≡ Lee Ainslie - Maverick Capital Reduce 45.42% 266,941 1.57
≡ Bill Nygren - Oakmark Funds Reduce 30.69% 60,000 0.03
≡ Stephen Mandel - Lone Pine Capital Reduce 8.26% 158,733 0.46
≡ Daniel Loeb - Third Point Reduce 4.58% 30,000 0.16
≡ First Pacific Advisors Reduce 0.08% 348 0.00
≡ Richard Pzena - Pzena Investment Management Sell 100.00% 900 0.00
Q4  2024
≡ Richard Pzena - Pzena Investment Management Reduce 24.18% 287 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 11.81% 257,389 0.62
≡ Bill Nygren - Oakmark Funds Reduce 7.90% 16,764 0.01
≡ First Pacific Advisors Reduce 0.02% 73 0.00
Q3  2024
≡ Richard Pzena - Pzena Investment Management Reduce 22.97% 354 0.00
≡ First Pacific Advisors Reduce 0.13% 576 0.00
≡ Viking Global Investors Sell 100.00% 130,000 0.14
Q2  2024
≡ Lee Ainslie - Maverick Capital Reduce 17.34% 57,288 0.30
≡ First Pacific Advisors Reduce 0.19% 884 0.00
Q1  2024
≡ Lee Ainslie - Maverick Capital Reduce 31.88% 154,668 0.79
≡ Stephen Mandel - Lone Pine Capital Reduce 8.43% 155,044 0.32
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Reduce 8.13% 162,944 0.37
Q2  2023
≡ John Armitage - Egerton Capital Sell 100.00% 1,019,727 2.23
Q1  2023
≡ John Armitage - Egerton Capital Reduce 16.98% 208,517 0.46
≡ Stephen Mandel - Lone Pine Capital Reduce 7.36% 147,681 0.28
Q3  2022
≡ Stephen Mandel - Lone Pine Capital Reduce 13.49% 308,789 0.64
≡ Lee Ainslie - Maverick Capital Sell 100.00% 201,371 0.93
Q2  2022
≡ Lee Ainslie - Maverick Capital Reduce 47.70% 183,696 0.85
Q1  2022
≡ Lee Ainslie - Maverick Capital Reduce 19.62% 94,010 0.31
Q4  2021
≡ Lee Ainslie - Maverick Capital Reduce 7.82% 40,668 0.08
Q3  2021
≡ Lee Ainslie - Maverick Capital Reduce 15.50% 95,324 0.17
Q2  2021
≡ Lee Ainslie - Maverick Capital Reduce 27.81% 236,938 0.30
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 69.06% 11,546 0.02
Q3  2020
≡ Lee Ainslie - Maverick Capital Reduce 38.31% 10,383 0.01
Q1  2020
≡ Lee Ainslie - Maverick Capital Reduce 50.16% 24,652 0.03
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 27.65% 18,786 0.03
Q3  2019
≡ Lee Ainslie - Maverick Capital Reduce 1.76% 1,216 0.00
Q2  2019
≡ Lee Ainslie - Maverick Capital Reduce 23.47% 21,210 0.02
Q4  2017
≡ Lee Ainslie - Maverick Capital Sell 100.00% 67,770 0.04
Q2  2017
≡ Lee Ainslie - Maverick Capital Reduce 17.61% 12,620 0.01
Q4  2015
≡ Chuck Akre - Akre Capital Management Sell 100.00% 750,500 0.70
Q3  2015
≡ Chuck Akre - Akre Capital Management Reduce 43.08% 568,089 0.53
Q2  2015
≡ Chuck Akre - Akre Capital Management Reduce 10.01% 146,596 0.17
Q1  2015
≡ Chuck Akre - Akre Capital Management Reduce 14.57% 249,815 0.26
Q4  2014
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 8,518,366 1.57

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.