LPL FINANCIAL HOLDINGS INC (LPLA) Institutional Ownership Changes & 13F Activity

LPL FINANCIAL HOLDINGS INC (LPLA) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Cantillon Capital Management, Lone Pine Capital, Renaissance Technologies LLC, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Dodge & Cox Stock FundBuy197,5774,146,547$1,247,405,734
Q1 2026Cantillon Capital ManagementSell-44,141324,927$97,747,790
Q1 2026Lone Pine CapitalSell-24,9812,049,967$616,691,573
Q1 2026Renaissance Technologies LLCBuy6,480120,540$36,262,048
Q1 2026Sequoia Financial AdvisorsSell-1,4913,091$929,884
Q1 2026First Eagle U.S. ValueSell-46$1,805
Q4 2025Dodge & Cox Stock FundBuy619,7153,948,970$1,410,453,615
Q4 2025Egerton Capital UKSell-577,703254,813$91,011,559
Q4 2025Cantillon Capital ManagementBuy369,068369,068$131,820,017
Q4 2025Lone Pine CapitalSell-180,7662,074,948$741,109,177
Q4 2025Third PointSell-84,143510,000$182,156,700
Q4 2025Renaissance Technologies LLCBuy31,460114,060$40,738,810
Q4 2025Sequoia Financial AdvisorsBuy2,6454,582$1,636,567
Q4 2025First Eagle U.S. ValueBuy1010$3,572
Q3 2025Dodge & Cox Stock FundBuy627,5463,329,255$1,107,609,846
Q3 2025Lone Pine CapitalBuy383,4662,255,714$750,453,491
Q3 2025Third PointSell-30,857594,143$197,665,435
Q3 2025Renaissance Technologies LLCSell-27,20082,600$27,480,194
Q3 2025Sequoia Financial AdvisorsBuy2651,937$644,423
Q2 2025Dodge & Cox Stock FundBuy1,178,2492,701,709$1,013,059,824
Q2 2025Lone Pine CapitalBuy108,2331,872,248$702,036,833
Q2 2025Renaissance Technologies LLCBuy74,300109,800$41,171,706
Q2 2025Egerton Capital UKSell-38,749832,516$312,168,525
Q2 2025Sequoia Financial AdvisorsBuy3411,672$626,958
Q1 2025Dodge & Cox Stock FundBuy1,053,3511,523,460$498,384,704
Q1 2025Egerton Capital UKBuy613,555871,265$285,025,632
Q1 2025Lone Pine CapitalSell-158,7331,764,015$577,079,867
Q1 2025Third PointSell-30,000625,000$204,462,500
Q1 2025Renaissance Technologies LLCBuy10,02435,500$11,613,470
Q1 2025Sequoia Financial AdvisorsBuy881,331$435,571

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.

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