LPL Financial Holdings Inc. (LPLA)

Sector:Financials
Super Investor Stats:
Ownership count:8
Ownership rank:60
% of all portfolios:0.173%
Hold Price * :$357.17
History Portfolio Manager Activity Share change % change to portfolio ▼
Q4  2025
≡ John Armitage - Egerton Capital Buy 254,813 0.99
≡ William Von Mueffling - Cantillon Capital Management Buy 369,068 0.71
≡ Stephen Mandel - Lone Pine Capital Reduce 8.01% 180,766 0.47
≡ Daniel Loeb - Third Point Reduce 14.16% 84,143 0.41
≡ First Pacific Advisors Reduce 12.65% 56,091 0.27
≡ Dodge & Cox Funds Add 18.61% 619,715 0.12
≡ Thomas Gayner - Markel Group Add 1.20% 6,630 0.02
≡ First Eagle Investment Management Buy 10 0.00
Q3  2025
≡ John Armitage - Egerton Capital Sell 100.00% 832,516 3.20
≡ Stephen Mandel - Lone Pine Capital Add 20.48% 383,466 0.93
≡ Lee Ainslie - Maverick Capital Sell 100.00% 99,507 0.57
≡ Daniel Loeb - Third Point Reduce 4.94% 30,857 0.12
≡ Dodge & Cox Funds Add 23.23% 627,546 0.11
≡ Thomas Gayner - Markel Group Add 1.60% 8,717 0.02
Q2  2025
≡ Lee Ainslie - Maverick Capital Reduce 68.98% 221,273 1.27
≡ Stephen Mandel - Lone Pine Capital Add 6.14% 108,233 0.29
≡ Dodge & Cox Funds Add 77.34% 1,178,249 0.25
≡ 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
≡ Thomas Gayner - Markel Group Add 1.02% 5,500 0.02
Q1  2025
≡ John Armitage - Egerton Capital Add 238.08% 613,555 2.32
≡ Lee Ainslie - Maverick Capital Reduce 45.42% 266,941 1.57
≡ Stephen Mandel - Lone Pine Capital Reduce 8.26% 158,733 0.46
≡ Dodge & Cox Funds Add 224.07% 1,053,351 0.19
≡ Daniel Loeb - Third Point Reduce 4.58% 30,000 0.16
≡ Bill Nygren - Oakmark Funds Reduce 30.69% 60,000 0.03
≡ Thomas Gayner - Markel Group Add 1.26% 6,700 0.02
≡ First Pacific Advisors Reduce 0.08% 348 0.00
≡ Richard Pzena - Pzena Investment Management Sell 100.00% 900 0.00
Q4  2024
≡ John Armitage - Egerton Capital Buy 257,710 0.97
≡ Daniel Loeb - Third Point Add 35.05% 170,000 0.76
≡ Stephen Mandel - Lone Pine Capital Reduce 11.81% 257,389 0.62
≡ Lee Ainslie - Maverick Capital Add 18.24% 90,646 0.53
≡ Dodge & Cox Funds Add 2922.04% 454,553 0.09
≡ Thomas Gayner - Markel Group Add 2.31% 12,000 0.03
≡ Bill Nygren - Oakmark Funds Reduce 7.90% 16,764 0.01
≡ First Pacific Advisors Reduce 0.02% 73 0.00
≡ Richard Pzena - Pzena Investment Management Reduce 24.18% 287 0.00
Q3  2024
≡ Daniel Loeb - Third Point Buy 485,000 1.53
≡ Lee Ainslie - Maverick Capital Add 81.98% 223,931 1.01
≡ Stephen Mandel - Lone Pine Capital Add 29.38% 495,067 0.86
≡ Viking Global Investors Sell 100.00% 130,000 0.14
≡ Thomas Gayner - Markel Group Add 8.01% 38,613 0.08
≡ Bill Nygren - Oakmark Funds Buy 212,238 0.08
≡ First Pacific Advisors Reduce 0.13% 576 0.00
≡ Richard Pzena - Pzena Investment Management Reduce 22.97% 354 0.00
≡ Dodge & Cox Funds Buy 15,556 0.00
Q2  2024
≡ Lee Ainslie - Maverick Capital Reduce 17.34% 57,288 0.30
≡ Viking Global Investors Buy 130,000 0.14
≡ Thomas Gayner - Markel Group Add 6.05% 27,500 0.08
≡ Richard Pzena - Pzena Investment Management Add 51.23% 522 0.00
≡ 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
≡ Thomas Gayner - Markel Group Add 6.54% 27,905 0.07
Q4  2023
≡ Lee Ainslie - Maverick Capital Buy 485,100 2.28
≡ Thomas Gayner - Markel Group Add 41.53% 125,122 0.31
Q3  2023
≡ Thomas Gayner - Markel Group Add 137.11% 174,205 0.50
≡ 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
≡ Stephen Mandel - Lone Pine Capital Add 7.71% 143,417 0.29
≡ Thomas Gayner - Markel Group Add 545.95% 107,389 0.28
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
≡ Thomas Gayner - Markel Group Add 633.68% 16,989 0.04
Q4  2022
≡ Stephen Mandel - Lone Pine Capital Add 1.36% 26,960 0.06
≡ John Armitage - Egerton Capital Add 1.13% 13,720 0.03
≡ Thomas Gayner - Markel Group Buy 2,681 0.01
Q3  2022
≡ Lee Ainslie - Maverick Capital Sell 100.00% 201,371 0.93
≡ Stephen Mandel - Lone Pine Capital Reduce 13.49% 308,789 0.64
≡ John Armitage - Egerton Capital Add 9.29% 103,214 0.18
Q2  2022
≡ Stephen Mandel - Lone Pine Capital Buy 2,289,151 3.98
≡ Lee Ainslie - Maverick Capital Reduce 47.70% 183,696 0.85
≡ John Armitage - Egerton Capital Add 39.01% 311,849 0.39
Q1  2022
≡ John Armitage - Egerton Capital Buy 799,461 0.77
≡ 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
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 16373.45% 846,835 1.13
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
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 10.63% 2,605 0.00
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
Q1  2019
≡ Lee Ainslie - Maverick Capital Buy 90,360 0.08
Q4  2017
≡ Lee Ainslie - Maverick Capital Sell 100.00% 67,770 0.04
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 14.81% 8,740 0.01
Q2  2017
≡ Lee Ainslie - Maverick Capital Reduce 17.61% 12,620 0.01
Q1  2017
≡ Lee Ainslie - Maverick Capital Buy 71,650 0.04
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
Q1  2014
≡ Stephen Mandel - Lone Pine Capital Buy 8,518,366 2.01
Q4  2013
≡ Chuck Akre - Akre Capital Management Add 0.88% 15,000 0.03

* "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.