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 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 2013Akre Capital ManagementBuy1,700,0001,700,000$64,192
Q2 2013Renaissance Technologies LLCBuy31,30031,300$1,182

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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