Who owns LPL Financial Holdings Inc. (LPLA)? Elite investor 13F holders
7 tracked elite investors reported holding LPL Financial Holdings Inc as of 2026-06-30, including Dodge & Cox Funds, Lone Pine Capital, Markel Group, First Pacific Advisors, Renaissance Technologies LLC. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
7 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Financial Services
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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Dodge & Cox Funds | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 1289722301.00 USD | 4578679.000000 | Shares | add | Original filing |
| Lone Pine Capital | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 343395806.00 USD | 1219099.000000 | Shares | reduce | Original filing |
| Markel Group | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-07-31 00:00:00 | 157726999.00 USD | 559951.000000 | Shares | hold | Original filing |
| Cantillon Capital Management | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-07-29 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| First Pacific Advisors | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 90488010.00 USD | 321244.000000 | Shares | add | Original filing |
| Renaissance Technologies LLC | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 42719589.00 USD | 151660.000000 | Shares | add | Original filing |
| Tudor Investment | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2713142.00 USD | 9632.000000 | Shares | buy | Original filing |
| Bridgewater Associates | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1943592.00 USD | 6900.000000 | Shares | buy | Original filing |
| First Eagle Investment Management | LPL FINL HLDGS INC | SHARE | 2026-06-30 | 2026-08-05 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.