LPLA

LPL Financial Holdings Inc.

Superinvestors

Institutional investors holding LPLA

Investor	Fund	Weight	Shares	Value	Quarter
Stephen Mandel	Lone Pine Capital	4.92%	2,049,967	$616.7M	2026Q1
Daniel Loeb	Third Point	2.50%	510,000	$182.2M	2025Q4
John Armitage	Egerton Capital	0.99%	254,813	$91.0M	2025Q4
Dodge & Cox	Dodge & Cox	0.69%	4,146,547	$1.2B	2026Q1
Chuck Akre	Akre Capital Management	0.69%	750,500	$29.8M	2015Q3
William Von Mueffling	Cantillon Capital Management	0.65%	324,927	$97.7M	2026Q1
Meridian / ArrowMark	Meridian Contrarian Fund	0.23%	28,835	$8.7M	2026Q1
Viking Global Investors	Viking Global Investors	0.14%	130,000	$36.3M	2024Q2
Bill Nygren	Oakmark Select Fund – Harris Associates	0.07%	135,474	$44.3M	2025Q1
Richard Pzena	Pzena Investment Management	0.00%	900	$294K	2024Q4
First Eagle Investment Management	First Eagle Investment Management	0.00%	6	$2K	2026Q1

Congressional Activity

Congressional data coming soon

Insider Activity

8

Total trades

$519K

Volume

2

Buys

6

Sells

Last trade: May 15, 2026

Insider Tradeslast 90 days

Date	Insider	Type	Value
May 15, 2026	Edward C Bernard	Buy	–
May 15, 2026	Edward C Bernard	Buy	–

Congressional Tradeslast 90 days

Congressional trade data is being sourced and will appear here shortly.