Lpl Financial Holdings (LPLA) Held by Superinvestors
LPL FINANCIAL HOLDINGS INC (LPLA) is currently held by 4 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of LPLA tracked by InsiderSet, reporting ownership valued at approximately $1.29B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.46B, representing an estimated gain of +13.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LPLA value among the investors covered in this analysis. Major shareholders include Dodge & Cox Stock Fund, Lone Pine Capital, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in LPL FINANCIAL HOLDINGS INC (LPLA).
This page ranks the largest institutional LPLA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.68% | 4,578,679 | $1,289,722,301 | $1,459,911,799 | +$170,189,498 | +13.20% |
| Lone Pine Capital | Stephen Mandel | 2.10% | 1,219,099 | $343,395,806 | $388,709,716 | +$45,313,910 | +13.20% |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 151,660 | $42,719,589 | $48,356,791 | +$5,637,202 | +13.20% |
| Sequoia Financial Advisors | 0.00% | 2,986 | $841,123 | $952,086 | +$110,963 | +13.19% |
Frequently asked questions about LPLA
Who are the largest superinvestors holding LPLA?
The largest superinvestors holding LPLA in the latest SEC Form 13F filings include Dodge & Cox Stock Fund, Lone Pine Capital, Renaissance Technologies LLC, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported LPLA position.
What does the LPLA superinvestors page include?
This page tracks LPLA positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. LPL FINANCIAL HOLDINGS INC (LPLA) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold LPLA?
InsiderSet currently tracks 4 superinvestors reporting LPLA holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own LPLA.
How much LPLA stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.68B in LPLA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were LPLA superinvestor holdings last updated?
The latest LPLA superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor LPLA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its LPLA position after the reporting date.
Are superinvestors buying or selling LPLA?
Buying and selling can be analyzed by comparing LPLA positions across consecutive 13F reporting periods. InsiderSet's LPLA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LPLA ownership changes.
How have superinvestor LPLA holdings changed over time?
InsiderSet tracks LPLA holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.