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LPL FINL HLDGS INC

LPLA

Holders

3

Combined Value

$821.40M

Combined Shares

2,730,458

Current Price

$295.66

52W High

$403.58

vs 52W High

−26.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$204.16$270.59$337.01$403.44Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $279.30Q3 2024 · implied price $232.63Q4 2024 · implied price $326.51Q1 2025 · implied price $327.14Q2 2025 · implied price $374.97Q3 2025 · implied price $332.69Q4 2025 · implied price $357.17Q1 2026 · implied price $300.83Stephen Mandel - Lone Pine Capital · bought 1,685,070 shares @ ~$279.30 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 481,791 shares @ ~$279.30 · Q2 2024 (new position)Andreas Halvorsen - Viking Global Investors · bought 130,000 shares @ ~$279.30 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 25,476 shares @ ~$279.30 · Q2 2024 (new position)Stephen Mandel - Lone Pine Capital · bought 495,067 shares @ ~$232.63 · Q3 2024Daniel Loeb - Third Point · bought 485,000 shares @ ~$232.63 · Q3 2024 (new position)Harris Associates (Oakmark Funds) · bought 212,238 shares @ ~$232.63 · Q3 2024 (new position)Tom Gayner - Markel Group · bought 38,613 shares @ ~$232.63 · Q3 2024Andreas Halvorsen - Viking Global Investors · sold 130,000 shares @ ~$279.30 · Q3 2024 (sold out)Jim Simons - Renaissance Technologies · sold 25,476 shares @ ~$279.30 · Q3 2024 (sold out)Daniel Loeb - Third Point · bought 170,000 shares @ ~$326.51 · Q4 2024Tom Gayner - Markel Group · bought 12,000 shares @ ~$326.51 · Q4 2024Stephen Mandel - Lone Pine Capital · sold 257,389 shares @ ~$326.51 · Q4 2024Harris Associates (Oakmark Funds) · sold 16,764 shares @ ~$326.51 · Q4 2024George Soros - Soros Fund Management · bought 125,000 shares @ ~$327.14 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · bought 35,500 shares @ ~$327.14 · Q1 2025 (new position)Tom Gayner - Markel Group · bought 6,700 shares @ ~$327.14 · Q1 2025Stephen Mandel - Lone Pine Capital · sold 158,733 shares @ ~$327.14 · Q1 2025Harris Associates (Oakmark Funds) · sold 60,000 shares @ ~$327.14 · Q1 2025Daniel Loeb - Third Point · sold 30,000 shares @ ~$327.14 · Q1 2025Stephen Mandel - Lone Pine Capital · bought 108,233 shares @ ~$374.97 · Q2 2025Jim Simons - Renaissance Technologies · bought 74,300 shares @ ~$374.97 · Q2 2025Tom Gayner - Markel Group · bought 5,500 shares @ ~$374.97 · Q2 2025Harris Associates (Oakmark Funds) · sold 135,474 shares @ ~$327.14 · Q2 2025 (sold out)George Soros - Soros Fund Management · sold 125,000 shares @ ~$327.14 · Q2 2025 (sold out)Stephen Mandel - Lone Pine Capital · bought 383,466 shares @ ~$332.69 · Q3 2025Tom Gayner - Markel Group · bought 8,717 shares @ ~$332.69 · Q3 2025Daniel Loeb - Third Point · sold 30,857 shares @ ~$332.69 · Q3 2025Jim Simons - Renaissance Technologies · sold 27,200 shares @ ~$332.69 · Q3 2025Jim Simons - Renaissance Technologies · bought 31,460 shares @ ~$357.17 · Q4 2025Tom Gayner - Markel Group · bought 6,630 shares @ ~$357.17 · Q4 2025Daniel Loeb - Third Point · sold 594,143 shares @ ~$332.69 · Q4 2025 (sold out)Stephen Mandel - Lone Pine Capital · sold 180,766 shares @ ~$357.17 · Q4 2025Jim Simons - Renaissance Technologies · bought 6,480 shares @ ~$300.83 · Q1 2026Stephen Mandel - Lone Pine Capital · sold 24,981 shares @ ~$300.83 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$616.69M4.92%~$284.68+3.9%SELL Q1 2026Q1 2026
Tom Gayner - Markel Group$168.45M1.41%~$280.36+5.5%BUY Q4 2025Q1 2026
Jim Simons - Renaissance Technologies$36.26M0.06%~$355.74−16.9%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Stephen Mandel - Lone Pine CapitalSELL−$7.52M~$300.83
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$1.95M~$300.83
Q4 2025Daniel Loeb - Third PointSOLD OUT−$197.67M~$332.69
Q4 2025Stephen Mandel - Lone Pine CapitalSELL−$64.56M~$357.17
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$11.24M~$357.17
Q4 2025Tom Gayner - Markel GroupBUY+$2.37M~$357.17
Q3 2025Stephen Mandel - Lone Pine CapitalBUY+$127.58M~$332.69
Q3 2025Daniel Loeb - Third PointSELL−$10.27M~$332.69
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$9.05M~$332.69
Q3 2025Tom Gayner - Markel GroupBUY+$2.90M~$332.69
Q2 2025Harris Associates (Oakmark Funds)SOLD OUT−$44.32M~$327.14
Q2 2025George Soros - Soros Fund ManagementSOLD OUT−$40.89M~$327.14
Q2 2025Stephen Mandel - Lone Pine CapitalBUY+$40.58M~$374.97
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$27.86M~$374.97
Q2 2025Tom Gayner - Markel GroupBUY+$2.06M~$374.97
Q1 2025Stephen Mandel - Lone Pine CapitalSELL−$51.93M~$327.14
Q1 2025George Soros - Soros Fund ManagementNEW BUY+$40.89M~$327.14
Q1 2025Harris Associates (Oakmark Funds)SELL−$19.63M~$327.14
Q1 2025Jim Simons - Renaissance TechnologiesNEW BUY+$11.61M~$327.14
Q1 2025Daniel Loeb - Third PointSELL−$9.81M~$327.14
Q1 2025Tom Gayner - Markel GroupBUY+$2.19M~$327.14
Q4 2024Stephen Mandel - Lone Pine CapitalSELL−$84.04M~$326.51
Q4 2024Daniel Loeb - Third PointBUY+$55.51M~$326.51
Q4 2024Harris Associates (Oakmark Funds)SELL−$5.47M~$326.51
Q4 2024Tom Gayner - Markel GroupBUY+$3.92M~$326.51

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202632,730,458-0.7%$821.40M$300.83
Q4 202532,748,959-21.1%$981.85M$357.17
Q3 202543,485,778+10.6%$1.16B$332.69
Q2 202543,151,652-2.2%$1.18B$374.97
Q1 202563,224,093-2.5%$1.05B$327.14
Q4 202443,305,626-2.7%$1.08B$326.51
Q3 202443,397,779+46.3%$790.43M$232.63
Q2 202442,322,337—$648.63M$279.30