LPLA

LPL Financial Holdings, Inc.

Institutional Holdings

Latest 13F data

Total Institutional Value

$2.67B

Total Shares Held

7.47M

Institutions

7

Institutional Holders (7)

Latest 13F positions

Dodge & Cox
CIK: 200217
3.9M$1410.5M52.9%
+19%
Feb 13, 2026
Lone Pine Capital LLC
CIK: 1061165
2.1M$741.1M27.8%
-8%
Feb 17, 2026
Markel Group Inc
CIK: 1096343
560.0K$200.0M7.5%
+1%
Feb 6, 2026
Third Point LLC
CIK: 1040273
510.0K$182.2M6.8%
-14%
Feb 17, 2026
Egerton Capital (UK) LLP
CIK: 1581811
254.8K$91.0M3.4%
+100%
Feb 11, 2026
Bridgewater Associates LP
CIK: 1350694
118.3K$42.3M1.6%
-43%
Feb 13, 2026
First Eagle Investment Management LLC
CIK: 1325447
10$4.0K0.0%
+100%
Feb 4, 2026

Congressional Trades

(4 total)
View all →
MemberTypeAmountDate
DGilbert Cisneros
 Buy$1K - $15KDec 10, 2025
DValerie Hoyle
 Buy$1K - $15KMar 3, 2025
RJohn James
 Sell$1K - $15KJul 18, 2024
RJohn James
 Buy$1K - $15KNov 10, 2023

Insider Transactions

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SEC Form 4 filings for LPLA — last 6 months

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