Ticker · CUSIP 50212V100

LPLA

LPL FINL HLDGS INC

Financial Services·Capital Markets

···Share

Holders (tracked)

Combined shares

9,850,680

Combined value

$3.52B

Last close

$317.41

Quarter

2025Q4

Price is -11.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$317.41+12.42 (+4.07%)H $397.96 · L $284.05 · Avg Vol 826K

Congress buy

Tracked holders · last 8 quarters

+5 vs previous quarter over the last 8.

SEC event timeline

30 events

Audette Matthew J · President and CFO
2026-04-15
Sold $72.0K @ $327.45
Insider sell
Audette Matthew J · President and CFO
2026-04-15
Sold $62.1K @ $328.34
Insider sell
Audette Matthew J · President and CFO
2026-04-15
Sold $197.0K @ $331.09
Insider sell
Audette Matthew J · President and CFO
2026-04-15
Sold $35.2K @ $332.27
Insider sell
Audette Matthew J · President and CFO
2026-04-14
Sold $107.3K @ $325.00
Insider sell
Audette Matthew J · President and CFO
2026-04-14
Sold $45.3K @ $326.16
Insider sell
Jeremy Grantham (GMO) added2026-02-17
+102 shares · 2025Q4
Position
Daniel Loeb (Third Point) trimmed2026-02-17
−84,143 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−27,905 shares · 2025Q4
Position
Stephen Mandel (Lone Pine Capital) trimmed2026-02-17
−180,766 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+1,600 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−32,652 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−4,717 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−900 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+1,647 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−748,458 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+18,778 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+18,678 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−11,752 shares · 2025Q4
Position
Dodge & Cox added2026-02-13
+619,715 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−90,450 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+31,460 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,040,445 shares · 2025Q4
Position
Tom Gayner (Markel Group) added2026-02-06
+6,630 shares · 2025Q4
Position
First Eagle Investment Management opened position2026-02-04
+10 shares · 2025Q4
Position
Daniel Loeb (Third Point) trimmed2025-11-14
−30,857 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+965,693 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−3,816 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−47,749 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−10,104 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$518.9K

Buys

0 · $0

Sells

6 · $518.9K

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-15	Audette Matthew J President and CFO · Officer	S	220	$327.45	$72.0K
04-15	Audette Matthew J President and CFO · Officer	S	189	$328.34	$62.1K
04-15	Audette Matthew J President and CFO · Officer	S	595	$331.09	$197.0K
04-15	Audette Matthew J President and CFO · Officer	S	106	$332.27	$35.2K
04-14	Audette Matthew J President and CFO · Officer	S	330	$325.00	$107.3K
04-14	Audette Matthew J President and CFO · Officer	S	139	$326.16	$45.3K

View full insider history for LPLA →

Follow-the-investor returns

If you'd copied each holder of LPLA…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2016Q4	$226.80	+40.0%	$7.4M
Stephen Mandel (Lone Pine Capital)	2022Q2	$229.03	+38.6%	$658.6M
Tom Gayner (Markel Group)	2022Q4	$240.60	+31.9%	$177.7M
T. Rowe Price	2016Q1	$243.15	+30.5%	$92.0M
Jeremy Grantham (GMO)	2017Q3	$249.13	+27.4%	$1.1M
Daniel Loeb (Third Point)	2024Q3	$257.00	+23.5%	$161.9M
Wellington Management	2016Q4	$258.84	+22.6%	$47.1M
Two Sigma Investments	2016Q1	$286.11	+10.9%	$627K
Two Sigma Investments	2016Q1	$286.11	+10.9%	$627K
Ron Baron (Baron Capital / BAMCO)	2021Q4	$303.86	+4.5%	$55.6M
Ray Dalio (Bridgewater Associates)	2019Q4	$313.85	+1.1%	$37.5M
Paul Tudor Jones (Tudor Investment)	2016Q1	$324.14	-2.1%	$508K
Renaissance Technologies	2017Q3	$340.60	-6.8%	$36.2M
Dodge & Cox	2024Q3	$346.56	-8.4%	$1.25B
Steve Cohen (Point72)	2017Q1	$347.57	-8.7%	$6.0M
Steve Cohen (Point72)	2017Q1	$347.57	-8.7%	$6.0M
Ken Griffin (Citadel Advisors)	2016Q1	$354.34	-10.4%	$7.7M
Ken Griffin (Citadel Advisors)	2016Q1	$354.34	-10.4%	$7.7M
Ken Griffin (Citadel Advisors)	2016Q1	$354.34	-10.4%	$7.7M
D.E. Shaw & Co.	2016Q1	$355.37	-10.7%	$1.1M
D.E. Shaw & Co.	2016Q1	$355.37	-10.7%	$1.1M
Izzy Englander (Millennium Mgmt)	2016Q2	$357.11	-11.1%	$1.1M
Izzy Englander (Millennium Mgmt)	2016Q2	$357.11	-11.1%	$1.1M
Izzy Englander (Millennium Mgmt)	2016Q2	$357.11	-11.1%	$1.1M
First Eagle Investment Management	2025Q4	$357.20	-11.1%	$3K
Norges Bank (Norway SWF)	2016Q1	$2769.67	-88.5%	$330.2M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+1,040,445
$371.6M
Steve Cohen (Point72)
+18,778
$6.7M
Paul Tudor Jones (Tudor Investment)
+1,600
$571K
First Eagle Investment Management
+10
$4K

Added to6

Dodge & Cox
+619,715
$221.3M
Renaissance Technologies
+31,460
$11.2M
Tom Gayner (Markel Group)
+6,630
$2.4M
D.E. Shaw & Co.
+1,647
$588K
Jeremy Grantham (GMO)
+102
$36K
T. Rowe Price
+18,678
$7K

Trimmed9

Izzy Englander (Millennium Mgmt)
−748,458
$267.3M
Stephen Mandel (Lone Pine Capital)
−180,766
$64.6M
Ray Dalio (Bridgewater Associates)
−90,450
$32.3M
Daniel Loeb (Third Point)
−84,143
$30.1M
Ron Baron (Baron Capital / BAMCO)
−32,652
$11.7M
Ken Griffin (Citadel Advisors)
−27,905
$10.0M
Wellington Management
−11,752
$4.2M
AQR Capital Management
−4,717
$1.7M
Two Sigma Investments
−900
$321K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	14	8,890,451	$132.78B	—
2022Q2	18	11,697,606	$135.23B	+4
2022Q3	15	11,518,176	$2.52B	-3
2022Q4	20	13,831,783	$2.99B	+5
2023Q1	17	14,921,452	$3.02B	-3
2023Q2	19	13,533,781	$2.94B	+2
2023Q3	18	13,855,101	$3.29B	-1
2023Q4	17	13,994,587	$3.19B	-1
2024Q1	16	13,507,286	$3.57B	-1
2024Q2	20	12,852,416	$3.59B	+4
2024Q3	24	7,962,529	$1.85B	+4
2024Q4	22	7,559,089	$2.47B	-2
2025Q1	21	6,880,693	$2.25B	-1
2025Q2	21	8,376,535	$3.14B	—
2025Q3	21	9,300,058	$3.09B	—
2025Q4	26	9,850,680	$3.52B	+5

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-03-27	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-12-10	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-03-03	Valerie Hoyle	Buy	$1K – $15K	PDF ↗

Who owns LPLA

26 super-investors · 2025Q4

Tracked stake

9.85M

Combined value

$3.52B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New5Added7Trim14

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Dodge & Cox	3.95M	$1.41B	0.8%	Added+619.7K
2	Stephen Mandel Lone Pine Capital	2.07M	$741M	5.4%	Trim−180.8K
3	Norges Bank Norway SWF	1.04M	$372M	0.0%	New+1.04M
4	Tom Gayner Markel Group	560.0K	$200M	1.6%	Added+6.6K
5	Daniel Loeb Third Point	510.0K	$182M	2.5%	Trim−84.1K
6	Ken Griffin Citadel Advisors	356.4K	$127M	0.0%	Trim−27.9K
7	Izzy Englander Millennium Mgmt	304.7K	$109M	0.0%	Trim−748.5K
8	T. Rowe Price	289.7K	$103M	0.0%	Added+18.7K
9	Ron Baron Baron Capital / BAMCO	175.2K	$63M	0.2%	Trim−32.7K
10	Wellington Management	148.5K	$53M	0.0%	Trim−11.8K
11	Ray Dalio Bridgewater Associates	118.3K	$42M	0.2%	Trim−90.5K
12	Renaissance Technologies	114.1K	$41M	0.1%	Added+31.5K
13	D.E. Shaw & Co.	78.3K	$28M	0.0%	Added+1.6K
14	Ken Griffin Citadel Advisors	42.6K	$15M	0.0%	Trim−27.9K
15	Ken Griffin Citadel Advisors	24.3K	$9M	0.0%	Trim−27.9K
16	AQR Capital Management	23.4K	$8M	0.0%	Trim−4.7K
17	Steve Cohen Point72	18.8K	$7M	0.0%	New+18.8K
18	Izzy Englander Millennium Mgmt	5.4K	$2M	0.0%	Trim−748.5K
19	Jeremy Grantham GMO	3.5K	$1M	0.0%	Added+102
20	D.E. Shaw & Co.	3.5K	$1M	0.0%	Added+1.6K
21	Izzy Englander Millennium Mgmt	3.4K	$1M	0.0%	Trim−748.5K
22	Two Sigma Investments	2.0K	$705K	0.0%	Trim−900
23	Steve Cohen Point72	1.7K	$607K	0.0%	New+18.8K
24	Paul Tudor Jones Tudor Investment	1.6K	$571K	0.0%	New+1.6K
25	Two Sigma Investments	1.0K	$357K	0.0%	Trim−900
26	First Eagle Investment Management	10	$4K	0.0%	New+10	—

Recent moves

20 transactions

TRIMAQR Capital Management
−4,717 · 2025Q4
ADDJeremy Grantham (GMO)
+102 · 2025Q4
TRIMRon Baron (Baron Capital / BAMCO)
−32,652 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+1,600 · 2025Q4
TRIMStephen Mandel (Lone Pine Capital)
−180,766 · 2025Q4
TRIMWellington Management
−11,752 · 2025Q4
ADDT. Rowe Price
+18,678 · 2025Q4
NEWSteve Cohen (Point72)
+18,778 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−748,458 · 2025Q4
ADDD.E. Shaw & Co.
+1,647 · 2025Q4
TRIMTwo Sigma Investments
−900 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−27,905 · 2025Q4
TRIMDaniel Loeb (Third Point)
−84,143 · 2025Q4
ADDDodge & Cox
+619,715 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−90,450 · 2025Q4
ADDRenaissance Technologies
+31,460 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,040,445 · 2025Q4
ADDTom Gayner (Markel Group)
+6,630 · 2025Q4
NEWFirst Eagle Investment Management
+10 · 2025Q4
TRIMAQR Capital Management
−10,104 · 2025Q3

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