2 tracked superinvestors hold LPL FINL HLDGS INC (LPLA), worth $423M combined, led by Stephen Mandel. Smart money is trimming LPLA as of the latest 13F filings.
Current price
$359.33
+0.0%
1Y
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various…
Market cap
$25.6B
P/E
28.68
Div yield
0.3%
Revenue YoY
37.2%
Analyst target
$408
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
$423M
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 $423M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 2.1% 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 |
|---|---|---|---|
| Trimmed | 2.1% | $343M | |
| Held | 1.1% | $80M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $1M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Gates Greg | Officer | 4,119 | $1M | 2026-08-20 |
Which superinvestors own LPLA?
2 tracked funds hold LPL FINL HLDGS INC (LPLA), the largest being Stephen Mandel (Lone Pine Capital) at 2.1% 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 $423M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.