LPLA

LPL FINL HLDGS INC

7 superinvestors own LPLA

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Stephen Mandel	Lone Pine Capital	5.44%	2,074,948	$741.1M	2025Q4	Reduced
Daniel Loeb	Third Point	2.50%	510,000	$182.2M	2025Q4	Reduced
John Armitage	Egerton Capital	0.99%	254,813	$91.0M	2025Q4	Reduced
Dodge & Cox	Dodge & Cox	0.76%	3,948,970	$1.4B	2025Q4	Added
William Von Mueffling	Cantillon Capital Management	0.71%	369,068	$131.8M	2025Q4	New
Meridian / ArrowMark	Meridian Contrarian Fund	0.20%	25,835	$9.2M	2025Q4	Held
First Eagle Investment Management	First Eagle Investment Management	0.00%	10	$4K	2025Q4	New

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind LPLA activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.