Ticker · CUSIP 50212V100

LPLA

LPL FINL HLDGS INC
Financial Services·Capital Markets
···Share
Holders (tracked)
26
Combined shares
9,850,680
Combined value
$3.52B
Last close
$317.41
Quarter
2025Q4
Price · 1Y$317.41+12.42 (+4.07%)H $397.96 · L $284.05 · Avg Vol 826K
Congress buy
$300.00$350.00$400.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+5 vs previous quarter over the last 8.
26162024Q12025Q4
Price is -11.1% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events
  1. Audette Matthew J · President and CFO
    2026-04-15
    Sold $72.0K @ $327.45
    Insider sell
  2. Audette Matthew J · President and CFO
    2026-04-15
    Sold $62.1K @ $328.34
    Insider sell
  3. Audette Matthew J · President and CFO
    2026-04-15
    Sold $197.0K @ $331.09
    Insider sell
  4. Audette Matthew J · President and CFO
    2026-04-15
    Sold $35.2K @ $332.27
    Insider sell
  5. Audette Matthew J · President and CFO
    2026-04-14
    Sold $107.3K @ $325.00
    Insider sell
  6. Audette Matthew J · President and CFO
    2026-04-14
    Sold $45.3K @ $326.16
    Insider sell
  7. Jeremy Grantham (GMO) added2026-02-17
    +102 shares · 2025Q4
    Position
  8. Daniel Loeb (Third Point) trimmed2026-02-17
    −84,143 shares · 2025Q4
    Position
  9. Ken Griffin (Citadel Advisors) trimmed2026-02-17
    −27,905 shares · 2025Q4
    Position
  10. Stephen Mandel (Lone Pine Capital) trimmed2026-02-17
    −180,766 shares · 2025Q4
    Position
  11. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +1,600 shares · 2025Q4
    Position
  12. Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
    −32,652 shares · 2025Q4
    Position
  13. AQR Capital Management trimmed2026-02-17
    −4,717 shares · 2025Q4
    Position
  14. Two Sigma Investments trimmed2026-02-17
    −900 shares · 2025Q4
    Position
  15. D.E. Shaw & Co. added2026-02-17
    +1,647 shares · 2025Q4
    Position
  16. Izzy Englander (Millennium Mgmt) trimmed2026-02-17
    −748,458 shares · 2025Q4
    Position
  17. Steve Cohen (Point72) opened position2026-02-17
    +18,778 shares · 2025Q4
    Position
  18. T. Rowe Price added2026-02-17
    +18,678 shares · 2025Q4
    Position
  19. Wellington Management trimmed2026-02-17
    −11,752 shares · 2025Q4
    Position
  20. Dodge & Cox added2026-02-13
    +619,715 shares · 2025Q4
    Position
  21. Ray Dalio (Bridgewater Associates) trimmed2026-02-13
    −90,450 shares · 2025Q4
    Position
  22. Renaissance Technologies added2026-02-12
    +31,460 shares · 2025Q4
    Position
  23. Norges Bank (Norway SWF) opened position2026-02-10
    +1,040,445 shares · 2025Q4
    Position
  24. Tom Gayner (Markel Group) added2026-02-06
    +6,630 shares · 2025Q4
    Position
  25. First Eagle Investment Management opened position2026-02-04
    +10 shares · 2025Q4
    Position
  26. Daniel Loeb (Third Point) trimmed2025-11-14
    −30,857 shares · 2025Q3
    Position
  27. Izzy Englander (Millennium Mgmt) added2025-11-14
    +965,693 shares · 2025Q3
    Position
  28. Two Sigma Investments trimmed2025-11-14
    −3,816 shares · 2025Q3
    Position
  29. D.E. Shaw & Co. trimmed2025-11-14
    −47,749 shares · 2025Q3
    Position
  30. AQR Capital Management trimmed2025-11-14
    −10,104 shares · 2025Q3
    Position

Insider activity

Last 30 days
Net (open-market)
−$518.9K
Buys
0 · $0
Sells
6 · $518.9K
Unique insiders
1
DateInsiderCodeSharesPriceValue
04-15Audette Matthew J
President and CFO · Officer
S220$327.45$72.0K
04-15Audette Matthew J
President and CFO · Officer
S189$328.34$62.1K
04-15Audette Matthew J
President and CFO · Officer
S595$331.09$197.0K
04-15Audette Matthew J
President and CFO · Officer
S106$332.27$35.2K
04-14Audette Matthew J
President and CFO · Officer
S330$325.00$107.3K
04-14Audette Matthew J
President and CFO · Officer
S139$326.16$45.3K
View full insider history for LPLA →
Follow-the-investor returns
If you'd copied each holder of LPLA…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
AQR Capital Management2016Q4$226.80+40.0%$7.4M
Stephen Mandel (Lone Pine Capital)2022Q2$229.03+38.6%$658.6M
Tom Gayner (Markel Group)2022Q4$240.60+31.9%$177.7M
T. Rowe Price2016Q1$243.15+30.5%$92.0M
Jeremy Grantham (GMO)2017Q3$249.13+27.4%$1.1M
Daniel Loeb (Third Point)2024Q3$257.00+23.5%$161.9M
Wellington Management2016Q4$258.84+22.6%$47.1M
Two Sigma Investments2016Q1$286.11+10.9%$627K
Two Sigma Investments2016Q1$286.11+10.9%$627K
Ron Baron (Baron Capital / BAMCO)2021Q4$303.86+4.5%$55.6M
Ray Dalio (Bridgewater Associates)2019Q4$313.85+1.1%$37.5M
Paul Tudor Jones (Tudor Investment)2016Q1$324.14-2.1%$508K
Renaissance Technologies2017Q3$340.60-6.8%$36.2M
Dodge & Cox2024Q3$346.56-8.4%$1.25B
Steve Cohen (Point72)2017Q1$347.57-8.7%$6.0M
Steve Cohen (Point72)2017Q1$347.57-8.7%$6.0M
Ken Griffin (Citadel Advisors)2016Q1$354.34-10.4%$7.7M
Ken Griffin (Citadel Advisors)2016Q1$354.34-10.4%$7.7M
Ken Griffin (Citadel Advisors)2016Q1$354.34-10.4%$7.7M
D.E. Shaw & Co.2016Q1$355.37-10.7%$1.1M
D.E. Shaw & Co.2016Q1$355.37-10.7%$1.1M
Izzy Englander (Millennium Mgmt)2016Q2$357.11-11.1%$1.1M
Izzy Englander (Millennium Mgmt)2016Q2$357.11-11.1%$1.1M
Izzy Englander (Millennium Mgmt)2016Q2$357.11-11.1%$1.1M
First Eagle Investment Management2025Q4$357.20-11.1%$3K
Norges Bank (Norway SWF)2016Q1$2769.67-88.5%$330.2M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions4
Added to6
Trimmed9
Exited0
—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
14
$132.78B
2022Q2
18
$135.23B
2022Q3
15
$2.52B
2022Q4
20
$2.99B
2023Q1
17
$3.02B
2023Q2
19
$2.94B
2023Q3
18
$3.29B
2023Q4
17
$3.19B
2024Q1
16
$3.57B
2024Q2
20
$3.59B
2024Q3
24
$1.85B
2024Q4
22
$2.47B
2025Q1
21
$2.25B
2025Q2
21
$3.14B
2025Q3
21
$3.09B
2025Q4
26
$3.52B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-03-27Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-12-10Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-03-03Valerie HoyleBuy$1K – $15KPDF ↗

Who owns LPLA

26 super-investors · 2025Q4
Tracked stake
9.85M
shares
Combined value
$3.52B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New5Added7Trim14
#ManagerSharesValue
1Dodge & Cox3.95M$1.41B
2Stephen Mandel
Lone Pine Capital
2.07M$741M
3Norges Bank
Norway SWF
1.04M$372M
4Tom Gayner
Markel Group
560.0K$200M
5Daniel Loeb
Third Point
510.0K$182M
6Ken Griffin
Citadel Advisors
356.4K$127M
7Izzy Englander
Millennium Mgmt
304.7K$109M
8T. Rowe Price289.7K$103M
9Ron Baron
Baron Capital / BAMCO
175.2K$63M
10Wellington Management148.5K$53M
11Ray Dalio
Bridgewater Associates
118.3K$42M
12Renaissance Technologies114.1K$41M
13D.E. Shaw & Co.78.3K$28M
14Ken Griffin
Citadel Advisors
42.6K$15M
15Ken Griffin
Citadel Advisors
24.3K$9M
16AQR Capital Management23.4K$8M
17Steve Cohen
Point72
18.8K$7M
18Izzy Englander
Millennium Mgmt
5.4K$2M
19Jeremy Grantham
GMO
3.5K$1M
20D.E. Shaw & Co.3.5K$1M
21Izzy Englander
Millennium Mgmt
3.4K$1M
22Two Sigma Investments2.0K$705K
23Steve Cohen
Point72
1.7K$607K
24Paul Tudor Jones
Tudor Investment
1.6K$571K
25Two Sigma Investments1.0K$357K
26First Eagle Investment Management10$4K

Recent moves

20 transactions
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