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 2023Lone Pine CapitalSell-147,6811,859,641$376,391,338
Q1 2023Renaissance Technologies LLCBuy56,90070,600$14,289
Q1 2023Hancock Classic ValueSell-1,4971,937$392,049
Q4 2022Lone Pine CapitalBuy26,9602,007,322$433,922,797
Q4 2022Egerton Capital UKBuy13,7201,228,244$265,509,505
Q4 2022Renaissance Technologies LLCSell-10,50013,700$2,962
Q4 2022Hancock Classic ValueBuy1,3623,434$742,328
Q3 2022Lone Pine CapitalSell-308,7891,980,362$432,669
Q3 2022Egerton Capital UKBuy103,2141,214,524$265,349
Q2 2022Lone Pine CapitalSell-6,229,2152,289,151$422,303
Q2 2022Egerton Capital UKBuy311,8491,111,310$205,014
Q2 2022Renaissance Technologies LLCSell-6,36424,200$4,464
Q2 2022Hancock Classic ValueBuy6072,072$382
Q1 2022Egerton Capital UKBuy799,461799,461$146,046
Q4 2021Hancock Classic ValueBuy1,4651,465$235
Q3 2021Renaissance Technologies LLCSell-32,69030,564$4,791
Q2 2021Renaissance Technologies LLCSell-2,44663,254$8,538
Q4 2020Renaissance Technologies LLCBuy49,60065,700$6,847
Q1 2020Renaissance Technologies LLCSell-68,30016,100$876
Q4 2019Renaissance Technologies LLCSell-3,40084,400$7,786
Q3 2019Renaissance Technologies LLCBuy56,00087,800$7,191
Q2 2019Renaissance Technologies LLCBuy13,40031,800$2,594
Q1 2019Renaissance Technologies LLCBuy2,20018,400$1,282
Q4 2018Renaissance Technologies LLCSell-446,20016,200$989
Q3 2018Renaissance Technologies LLCSell-306,500462,400$29,829
Q1 2018Renaissance Technologies LLCBuy225,800768,900$46,957
Q4 2017Renaissance Technologies LLCBuy373,300543,100$31,033
Q3 2017Renaissance Technologies LLCBuy142,200169,800$8,757
Q3 2015Akre Capital ManagementSell-568,089750,500$29,847
Q2 2015Akre Capital ManagementSell-146,5961,318,589$61,301

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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