LPL Financial Holdings Inc.
LPLA- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $2.08M in total
- 4
- 13F holdersQ2 2026, +3 vs. previous quarter
- 768
- 13F valueReported value at the end of Q2 2026
- $23.3B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Superinvestors holding LPLA, Q2 2026
2 superinvestors report holding LPL Financial Holdings Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Lone Pine Capital
Stephen Mandel
2.1%
LPL Financial Holdings Inc.'s share of the portfolio
- Shares
- 1,219,099
- Value
- $343.4M
Markel Group
Tom Gayner
1.2%
LPL Financial Holdings Inc.'s share of the portfolio
- Shares
- 559,951
- Value
- $157.7M
Latest insider trades
Open-market purchases and sales by LPL Financial Holdings Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 (view filing)4:19 PM ET | Sep 11 | 3 days | Reeping KatharinePrincipal Accounting Officer | SSale | −439.95 | $347.88 | −$153.0K | −19.9%1.77K after | |
| Aug 31, 2026 (view filing)4:20 PM ET | Aug 27 | 4 days | Jambusaria AneriGroup Managing Director | SSale | −308 | $357.36 | −$110.1K | −4.8%6.11K after | 10b5-1 |
| Aug 21, 2026 (view filing)4:08 PM ET | Aug 20 | 1 day | Gates GregGroup Managing Director | SSale | −4.12K | $355.38 | −$1.46M | −14.9%23.6K after | |
| Aug 4, 2026 (view filing)4:14 PM ET | Jul 31 | 4 days | Enyedi MatthewGroup Managing Director | SSale | −1.00K | $352.72 | −$352.7K | −7.1%13.1K after | 5 lots10b5-1 |
| Jun 22, 2026 (view filing) | Jun 17 | 5 days | Jambusaria AneriGroup Managing Director | SSale | −308 | $306.00 | −$94.2K | −4.6%6.42K after | 10b5-1 |
| Apr 16, 2026 (view filing) | Apr 14-15 | 2 days | Audette Matthew JPresident and CFO | SSale | −1.58K | $328.63 | −$518.9K | −7.4%19.8K after | 6 lots10b5-1 |
| Mar 11, 2026 (view filing) | Mar 9-10 | 2 days | Cohen Marc EliotGroup Managing Director | SSale | −3.30K | $309.07 | −$1.02M | −42.9%4.40K after | 2 lots |
| Mar 4, 2026 (view filing) | Mar 2 | 2 days | Jambusaria AneriGroup Managing Director | SSale | −308 | $306.00 | −$94.2K | −4.4%6.72K after | 10b5-1 |
| Feb 27, 2026 (view filing) | Feb 26 | 1 day | Enyedi MatthewGroup Managing Director | SSale | −2.11K | $320.15 | −$675.2K | −13.0%14.1K after | 5 lots10b5-1 |
| Feb 27, 2026 (view filing) | Feb 26 | 1 day | Audette Matthew JPresident and CFO | SSale | −1.58K | $320.50 | −$506.7K | −6.9%21.4K after | 4 lots10b5-1 |
Top 10 13F holders, Q2 2026
The largest institutional positions in LPL Financial Holdings Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,732,991 | $1.33B | 0.02% | −241,264−4.9% | Reduced |
| Dodge & Cox | 4,578,679 | $1.29B | 0.68% | +432,132+10.4% | Added |
| Boston Partners | 4,250,828 | $1.20B | 1.07% | +119,330+2.9% | Added |
| Jupiter Topco LLC | 4,198,356 | $1.18B | 0.48% | +4,198,356 | New |
| Vanguard Portfolio Management LLC | 3,832,005 | $1.08B | 0.05% | −19,973−0.5% | Reduced |
| Vanguard Capital Management LLC | 3,613,624 | $1.02B | 0.02% | +16,656+0.5% | Added |
| Principal Financial Group Inc | 2,684,964 | $756.3M | 0.37% | +48,420+1.8% | Added |
| Samlyn Capital, LLC | 2,405,639 | $677.6M | 11.23% | +82,279+3.5% | Added |
| Capital World Investors | 2,343,266 | $660.1M | 0.08% | +30,820+1.3% | Added |
| State Street Corp | 1,934,239 | $544.8M | 0.02% | +70,973+3.8% | Added |