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 Form 13F filings. 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
Q4 2024Egerton Capital UKSell-762,017257,710$84,144,892
Q4 2024Dodge & Cox Stock FundBuy454,553470,109$153,495,290
Q4 2024Lone Pine CapitalSell-257,3891,922,748$627,796,449
Q4 2024Third PointBuy170,000655,000$213,864,050
Q4 2024Sequoia Financial AdvisorsBuy2981,243$405,999
Q4 2024Hancock Classic ValueSell-287900$293,859
Q3 2024Lone Pine CapitalBuy495,0672,180,137$507,165,270
Q3 2024Third PointBuy485,000485,000$112,825,550
Q3 2024Dodge & Cox Stock FundBuy15,55615,556$3,618,792
Q3 2024Hancock Classic ValueSell-3541,187$276,132
Q3 2024Sequoia Financial AdvisorsBuy88945$219,935
Q2 2024Viking Global InvestorsBuy130,000130,000$36,309,000
Q2 2024Renaissance Technologies LLCSell-68,62425,476$7,115,447
Q2 2024Hancock Classic ValueBuy5221,541$430,401
Q2 2024Sequoia Financial AdvisorsBuy71857$239,483
Q1 2024Lone Pine CapitalSell-155,0441,685,070$445,195,494
Q1 2024Renaissance Technologies LLCSell-89,60094,100$24,861
Q1 2024Parnassus Endeavor FundBuy25,19656,840$15,017,128
Q1 2024Sequoia Financial AdvisorsBuy786786$207,777
Q1 2024Hancock Classic ValueSell-1681,019$269,220
Q4 2023Renaissance Technologies LLCBuy129,700183,700$41,814
Q4 2023Hancock Classic ValueSell-901,187$270,185
Q3 2023Lone Pine CapitalSell-162,9441,840,114$437,303,092
Q3 2023Renaissance Technologies LLCSell-65,10054,000$12,833
Q3 2023Parnassus Endeavor FundBuy31,64431,644$7,520,197
Q3 2023Hancock Classic ValueSell-2181,277$303,479
Q2 2023Lone Pine CapitalBuy143,4172,003,058$435,524,901
Q2 2023Renaissance Technologies LLCBuy48,500119,100$25,896
Q2 2023Hancock Classic ValueSell-4421,495$325,058
Q1 2023Egerton Capital UKSell-208,5171,019,727$206,392,745

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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