Back to Dashboard
LPLA · Unknown

LPL FINL HLDGS INC

USA Unknown Filing: 2026-03-31
9
Tracked Holders
Limited info. LPL FINL HLDGS INC is not currently in our model portfolio, but 9 tracked investors hold it. We're showing what we know from their latest 13F filings.
9
Investors
1
New positions
1
Increasing
6
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Point72 (Steve Cohen)
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
D.E. Shaw & Co
Trust weight: 1.0×
Increased +2%
% of portfolio
0.0%
Position change
+2%
0.0% of D.E. Shaw & Co's portfolio
Lone Pine Capital (Mandel)
Trust weight: 1.4×
Decreased −8%
% of portfolio
5.4%
Position change
−8%
5.4% of Lone Pine Capital's portfolio
Third Point (Loeb)
Trust weight: 1.2×
Decreased −14%
% of portfolio
2.5%
Position change
−14%
2.5% of Third Point's portfolio
Markel Group (Tom Gayner)
Trust weight: 1.4×
Unchanged
% of portfolio
1.4%
Position change
—
1.4% of Markel Group's portfolio
Bridgewater Associates (Dalio)
Trust weight: 1.3×
Decreased −43%
% of portfolio
0.1%
Position change
−43%
0.1% of Bridgewater Associates's portfolio
Citadel Advisors
Trust weight: 1.0×
Decreased −7%
% of portfolio
0.1%
Position change
−7%
0.1% of Citadel Advisors's portfolio
Millennium Management (Englander)
Trust weight: 1.0×
Decreased −71%
% of portfolio
0.1%
Position change
−71%
0.1% of Millennium Management's portfolio
AQR Capital Management
Trust weight: 1.0×
Decreased −17%
% of portfolio
0.0%
Position change
−17%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LPL FINL HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LPL FINL HLDGS INC or any security.

Get the Weekly Update

Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime
© 2026 Bogen Capital  ·  Not financial advice  ·  Data delayed up to 135 days Methodology  ·  Contact  ·  API