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
Q3 2024Hancock Classic ValueSell-3541,187$276,132
Q3 2024Third PointBuy485,000485,000$112,825,550
Q3 2024Lone Pine CapitalBuy495,0672,180,137$507,165,270
Q2 2024Sequoia Financial AdvisorsBuy71857$239,483
Q2 2024Hancock Classic ValueBuy5221,541$430,401
Q2 2024Renaissance Technologies LLCSell-68,62425,476$7,115,447
Q2 2024Viking Global InvestorsBuy130,000130,000$36,309,000
Q1 2024Renaissance Technologies LLCSell-89,60094,100$24,861
Q1 2024Sequoia Financial AdvisorsBuy786786$207,777
Q1 2024Hancock Classic ValueSell-1681,019$269,220
Q1 2024Parnassus Endeavor FundBuy25,19656,840$15,017,128
Q1 2024Lone Pine CapitalSell-155,0441,685,070$445,195,494
Q4 2023Renaissance Technologies LLCBuy129,700183,700$41,814
Q4 2023Hancock Classic ValueSell-901,187$270,185
Q3 2023Hancock Classic ValueSell-2181,277$303,479
Q3 2023Renaissance Technologies LLCSell-65,10054,000$12,833
Q3 2023Parnassus Endeavor FundBuy31,64431,644$7,520,197
Q3 2023Lone Pine CapitalSell-162,9441,840,114$437,303,092
Q2 2023Hancock Classic ValueSell-4421,495$325,058
Q2 2023Renaissance Technologies LLCBuy48,500119,100$25,896
Q2 2023Lone Pine CapitalBuy143,4172,003,058$435,524,901
Q1 2023Hancock Classic ValueSell-1,4971,937$392,049
Q1 2023Renaissance Technologies LLCBuy56,90070,600$14,289
Q1 2023Egerton Capital UKSell-208,5171,019,727$206,392,745
Q1 2023Lone Pine CapitalSell-147,6811,859,641$376,391,338
Q4 2022Hancock Classic ValueBuy1,3623,434$742,328
Q4 2022Renaissance Technologies LLCSell-10,50013,700$2,962
Q4 2022Egerton Capital UKBuy13,7201,228,244$265,509,505
Q4 2022Lone Pine CapitalBuy26,9602,007,322$433,922,797
Q3 2022Egerton Capital UKBuy103,2141,214,524$265,349

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.