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LPLA · Financial Services

LPL FINL HLDGS INC

USA Financial Services Filing: 2026-03-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
52
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
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.
Market cap
$26.4B
Industry
Capital Markets
Exchange
NasdaqGS
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides…
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.

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