2 tracked superinvestors hold LPL FINL HLDGS INC (LPLA), worth $702M combined, led by Stephen Mandel. Smart money is trimming LPLA as of the latest 13F filings.
Current price
$311.47
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance,…
Market cap
$25.6B
P/E
28.68
Div yield
0.4%
Revenue YoY
37.2%
Analyst target
$441
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$702M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing LPLA: 1 funds trimmed versus 0 adding.
LPL FINL HLDGS INC (LPLA) is held by 2 tracked funds worth $702M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 4.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 4.9% | $617M | |
| Trimmed | 1.3% | $85M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own LPLA?
2 tracked funds hold LPL FINL HLDGS INC (LPLA), the largest being Stephen Mandel (Lone Pine Capital) at 4.9% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling LPLA?
In the most recent 13F quarter, 0 tracked funds added or opened LPLA and 1 trimmed it.
How much LPLA do tracked funds hold?
Combined disclosed long exposure to LPLA across tracked superinvestors is $702M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.