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
≡ First Eagle Investment Management Sell 100.00% 6 0.00
≡ First Pacific Advisors Add 0.19% 620 0.00
≡ Dodge & Cox Funds Add 10.42% 432,132 0.06
≡ William Von Mueffling - Cantillon Capital Management Sell 100.00% 324,927 0.65
≡ Stephen Mandel - Lone Pine Capital Reduce 40.53% 830,868 1.43
Q1  2026
≡ First Eagle Investment Management Reduce 40.00% 4 0.00
≡ Dodge & Cox Funds Add 5.00% 197,577 0.03
≡ Stephen Mandel - Lone Pine Capital Reduce 1.20% 24,981 0.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 11.96% 44,141 0.09
≡ First Pacific Advisors Reduce 17.24% 66,788 0.29
≡ John Armitage - Egerton Capital Sell 100.00% 254,813 0.99
≡ Daniel Loeb - Third Point Sell 100.00% 510,000 2.51
Q4  2025
≡ First Eagle Investment Management Buy 10 0.00
≡ Thomas Gayner - Markel Group Add 1.20% 6,630 0.02
≡ Dodge & Cox Funds Add 18.61% 619,715 0.12
≡ First Pacific Advisors Reduce 12.65% 56,091 0.27
≡ Daniel Loeb - Third Point Reduce 14.16% 84,143 0.41
≡ Stephen Mandel - Lone Pine Capital Reduce 8.01% 180,766 0.47
≡ William Von Mueffling - Cantillon Capital Management Buy 369,068 0.71
≡ John Armitage - Egerton Capital Buy 254,813 0.99
Q3  2025
≡ Thomas Gayner - Markel Group Add 1.60% 8,717 0.02
≡ Dodge & Cox Funds Add 23.23% 627,546 0.11
≡ Daniel Loeb - Third Point Reduce 4.94% 30,857 0.12
≡ Lee Ainslie - Maverick Capital Sell 100.00% 99,507 0.57
≡ Stephen Mandel - Lone Pine Capital Add 20.48% 383,466 0.93
≡ John Armitage - Egerton Capital Sell 100.00% 832,516 3.20
Q2  2025
≡ Thomas Gayner - Markel Group Add 1.02% 5,500 0.02
≡ Bill Nygren - Oakmark Funds Sell 100.00% 135,474 0.07
≡ First Pacific Advisors Reduce 3.15% 14,438 0.08
≡ John Armitage - Egerton Capital Reduce 4.45% 38,749 0.15
≡ Dodge & Cox Funds Add 77.34% 1,178,249 0.25
≡ Stephen Mandel - Lone Pine Capital Add 6.14% 108,233 0.29
≡ Lee Ainslie - Maverick Capital Reduce 68.98% 221,273 1.27
Q1  2025
≡ Richard Pzena - Pzena Investment Management Sell 100.00% 900 0.00
≡ First Pacific Advisors Reduce 0.08% 348 0.00
≡ Thomas Gayner - Markel Group Add 1.26% 6,700 0.02
≡ Bill Nygren - Oakmark Funds Reduce 30.69% 60,000 0.03
≡ Daniel Loeb - Third Point Reduce 4.58% 30,000 0.16
≡ Dodge & Cox Funds Add 224.07% 1,053,351 0.19
≡ Stephen Mandel - Lone Pine Capital Reduce 8.26% 158,733 0.46
≡ Lee Ainslie - Maverick Capital Reduce 45.42% 266,941 1.57
≡ John Armitage - Egerton Capital Add 238.08% 613,555 2.32
Q4  2024
≡ Richard Pzena - Pzena Investment Management Reduce 24.18% 287 0.00
≡ First Pacific Advisors Reduce 0.02% 73 0.00
≡ Bill Nygren - Oakmark Funds Reduce 7.90% 16,764 0.01
≡ Thomas Gayner - Markel Group Add 2.31% 12,000 0.03
≡ Dodge & Cox Funds Add 2922.04% 454,553 0.09
≡ Lee Ainslie - Maverick Capital Add 18.24% 90,646 0.53
≡ Stephen Mandel - Lone Pine Capital Reduce 11.81% 257,389 0.62
≡ Daniel Loeb - Third Point Add 35.05% 170,000 0.76
≡ John Armitage - Egerton Capital Buy 257,710 0.97
Q3  2024
≡ Dodge & Cox Funds Buy 15,556 0.00
≡ Richard Pzena - Pzena Investment Management Reduce 22.97% 354 0.00
≡ First Pacific Advisors Reduce 0.13% 576 0.00
≡ Bill Nygren - Oakmark Funds Buy 212,238 0.08
≡ Thomas Gayner - Markel Group Add 8.01% 38,613 0.08
≡ Viking Global Investors Sell 100.00% 130,000 0.14
≡ Stephen Mandel - Lone Pine Capital Add 29.38% 495,067 0.86
≡ Lee Ainslie - Maverick Capital Add 81.98% 223,931 1.01
≡ Daniel Loeb - Third Point Buy 485,000 1.53
Q2  2024
≡ First Pacific Advisors Reduce 0.19% 884 0.00
≡ Richard Pzena - Pzena Investment Management Add 51.23% 522 0.00
≡ Thomas Gayner - Markel Group Add 6.05% 27,500 0.08
≡ Viking Global Investors Buy 130,000 0.14
≡ Lee Ainslie - Maverick Capital Reduce 17.34% 57,288 0.30
Q1  2024
≡ Thomas Gayner - Markel Group Add 6.54% 27,905 0.07
≡ Stephen Mandel - Lone Pine Capital Reduce 8.43% 155,044 0.32
≡ Lee Ainslie - Maverick Capital Reduce 31.88% 154,668 0.79
Q4  2023
≡ Thomas Gayner - Markel Group Add 41.53% 125,122 0.31
≡ Lee Ainslie - Maverick Capital Buy 485,100 2.28
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Reduce 8.13% 162,944 0.37
≡ Thomas Gayner - Markel Group Add 137.11% 174,205 0.50
Q2  2023
≡ Thomas Gayner - Markel Group Add 545.95% 107,389 0.28
≡ Stephen Mandel - Lone Pine Capital Add 7.71% 143,417 0.29
≡ John Armitage - Egerton Capital Sell 100.00% 1,019,727 2.23
Q1  2023
≡ Thomas Gayner - Markel Group Add 633.68% 16,989 0.04
≡ Stephen Mandel - Lone Pine Capital Reduce 7.36% 147,681 0.28
≡ John Armitage - Egerton Capital Reduce 16.98% 208,517 0.46
Q4  2022
≡ Thomas Gayner - Markel Group Buy 2,681 0.01
≡ John Armitage - Egerton Capital Add 1.13% 13,720 0.03
≡ Stephen Mandel - Lone Pine Capital Add 1.36% 26,960 0.06
Q3  2022
≡ John Armitage - Egerton Capital Add 9.29% 103,214 0.18
≡ 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
≡ John Armitage - Egerton Capital Add 39.01% 311,849 0.39
≡ Lee Ainslie - Maverick Capital Reduce 47.70% 183,696 0.85
≡ Stephen Mandel - Lone Pine Capital Buy 2,289,151 3.98
Q1  2022
≡ Lee Ainslie - Maverick Capital Reduce 19.62% 94,010 0.31
≡ John Armitage - Egerton Capital Buy 799,461 0.77
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

* "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.