LPL FINANCIAL HOLDINGS INC (LPLA) Stock Institutional Trading Activity


LPL FINANCIAL HOLDINGS INC (LPLA) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2026), investors with some of the largest reported share count changes include Cantillon Capital Management, Sequoia Financial Advisors, Lone Pine Capital, Third Point, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1,1543,091$929,884
Q1 2026Cantillon Capital ManagementSell-44,141324,927$97,747,790
Q4 2025Renaissance Technologies LLCBuy31,460114,060$40,738,810
Q4 2025Cantillon Capital ManagementBuy369,068369,068$131,820,017
Q4 2025Third PointSell-84,143510,000$182,156,700
Q4 2025Lone Pine CapitalSell-180,7662,074,948$741,109,177
Q3 2025Dodge & Cox Stock FundBuy627,5463,329,255$1,107,609,846
Q3 2025Sequoia Financial AdvisorsBuy2651,937$644,423
Q3 2025Renaissance Technologies LLCSell-27,20082,600$27,480,194
Q3 2025Third PointSell-30,857594,143$197,665,435
Q3 2025Lone Pine CapitalBuy383,4662,255,714$750,453,491
Q2 2025Dodge & Cox Stock FundBuy1,178,2492,701,709$1,013,059,824
Q2 2025Sequoia Financial AdvisorsBuy3411,672$626,958
Q2 2025Renaissance Technologies LLCBuy74,300109,800$41,171,706
Q2 2025Egerton Capital UKSell-38,749832,516$312,168,525
Q2 2025Lone Pine CapitalBuy108,2331,872,248$702,036,833
Q1 2025Dodge & Cox Stock FundBuy1,053,3511,523,460$498,384,704
Q1 2025Sequoia Financial AdvisorsBuy881,331$435,571
Q1 2025Renaissance Technologies LLCBuy10,02435,500$11,613,470
Q1 2025Third PointSell-30,000625,000$204,462,500
Q1 2025Egerton Capital UKBuy613,555871,265$285,025,632
Q1 2025Lone Pine CapitalSell-158,7331,764,015$577,079,867
Q4 2024Dodge & Cox Stock FundBuy454,553470,109$153,495,290
Q4 2024Hancock Classic ValueSell-287900$293,859
Q4 2024Sequoia Financial AdvisorsBuy2981,243$405,999
Q4 2024Egerton Capital UKSell-762,017257,710$84,144,892
Q4 2024Third PointBuy170,000655,000$213,864,050
Q4 2024Lone Pine CapitalSell-257,3891,922,748$627,796,449
Q3 2024Dodge & Cox Stock FundBuy15,55615,556$3,618,792
Q3 2024Sequoia Financial AdvisorsBuy88945$219,935

Frequently asked questions about LPLA activity

  • Which institutional owners are buying LPLA?

    Institutional owners buying LPLA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LPLA activity?

    "Buy" means an investor increased their reported position in LPLA compared to the prior reporting period. This reflects growing exposure to LPL FINANCIAL HOLDINGS INC (LPLA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LPLA increasing?

    Institutional interest in LPLA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.