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 2022Lone Pine CapitalSell-308,7891,980,362$432,669
Q2 2022Hancock Classic ValueBuy6072,072$382
Q2 2022Renaissance Technologies LLCSell-6,36424,200$4,464
Q2 2022Egerton Capital UKBuy311,8491,111,310$205,014
Q2 2022Lone Pine CapitalSell-6,229,2152,289,151$422,303
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
Q1 2015Akre Capital ManagementSell-249,8151,465,185$59,296
Q3 2014Renaissance Technologies LLCSell-60,80027,600$1,271
Q2 2014Renaissance Technologies LLCSell-40,20088,400$4,397
Q1 2014Lone Pine CapitalBuy8,518,3668,518,366$447,555
Q4 2013Akre Capital ManagementBuy15,0001,715,000$80,691
Q3 2013Renaissance Technologies LLCBuy97,300128,600$4,927
Q2 2013Renaissance Technologies LLCBuy31,30031,300$1,182
Q2 2013Akre Capital ManagementBuy1,700,0001,700,000$64,192

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.