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.
Superinvestors holding LPLA, Q2 2026
2 superinvestors report holding LPL Financial Holdings Inc. on Form 13F, worth $501.1M in total. Weight is LPL Financial Holdings Inc.'s share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Lone Pine CapitalStephen Mandel | 2.1% | 1,219,099 | $343.4M | Reduced−40.5% |
| Markel GroupTom Gayner | 1.2% | 559,951 | $157.7M | Unchanged |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of LPLA each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
2 superinvestors holding at quarter end
- Reduced
- Lone Pine Capital (−40.5%)
Q1 2026
2 superinvestors holding at quarter end
- Reduced
- Lone Pine Capital (−1.2%)
- Sold out
- Third Point
Q4 2025
3 superinvestors holding at quarter end
- Added
- Markel Group (+1.2%)
- Reduced
- Lone Pine Capital (−8.0%), Third Point (−14.2%)
Q3 2025
3 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+20.5%), Markel Group (+1.6%)
- Reduced
- Third Point (−4.9%)
- Sold out
- Maverick Capital
Q2 2025
4 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+6.1%), Markel Group (+1.0%)
- Reduced
- Maverick Capital (−69.0%)
- Sold out
- Harris Associates (Oakmark), Soros Fund Management
Q1 2025
6 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- Markel Group (+1.3%)
- Reduced
- Lone Pine Capital (−8.3%), Third Point (−4.6%), Maverick Capital (−45.4%), Harris Associates (Oakmark) (−30.7%)
Q4 2024
5 superinvestors holding at quarter end
- Added
- Third Point (+35.1%), Maverick Capital (+18.2%), Markel Group (+2.3%)
- Reduced
- Lone Pine Capital (−11.8%), Harris Associates (Oakmark) (−7.9%)
Q3 2024
5 superinvestors holding at quarter end
- New
- Third Point, Harris Associates (Oakmark)
- Added
- Lone Pine Capital (+29.4%), Markel Group (+8.0%), Maverick Capital (+82.0%)
- Sold out
- Viking Global Investors
Q2 2024
4 superinvestors holding at quarter end
- New
- Viking Global Investors
- Added
- Markel Group (+6.1%)
- Reduced
- Maverick Capital (−17.3%)
Q1 2024
3 superinvestors holding at quarter end
- Added
- Markel Group (+6.5%)
- Reduced
- Lone Pine Capital (−8.4%), Maverick Capital (−31.9%)
Q4 2023
3 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Markel Group (+41.5%)
- Sold out
- Soros Fund Management
Q3 2023
3 superinvestors holding at quarter end
- Added
- Markel Group (+137.1%)
- Reduced
- Lone Pine Capital (−8.1%)
Q2 2023
3 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+7.7%), Markel Group (+546.0%)
- Reduced
- Soros Fund Management (−24.0%)
Q1 2023
3 superinvestors holding at quarter end
- Added
- Soros Fund Management (+3.1%), Markel Group (+633.7%)
- Reduced
- Lone Pine Capital (−7.4%)
Q4 2022
3 superinvestors holding at quarter end
- New
- Markel Group
- Added
- Lone Pine Capital (+1.4%)
- Reduced
- Soros Fund Management (−6.8%)
Q3 2022
2 superinvestors holding at quarter end
- Reduced
- Lone Pine Capital (−13.5%), Soros Fund Management (−5.1%)
- Sold out
- Maverick Capital
Q2 2022
3 superinvestors holding at quarter end
- New
- Lone Pine Capital
- Reduced
- Maverick Capital (−47.7%)
Q1 2022
2 superinvestors holding at quarter end
- Reduced
- Maverick Capital (−19.6%), Soros Fund Management (−5.6%)
Q4 2021
2 superinvestors holding at quarter end
- Reduced
- Maverick Capital (−7.8%)
Q3 2021
2 superinvestors holding at quarter end
- Added
- Soros Fund Management (+0.2%)
- Reduced
- Maverick Capital (−15.5%)
Q2 2021
2 superinvestors holding at quarter end
- Reduced
- Maverick Capital (−27.8%), Soros Fund Management (−14.4%)