Public filings / LPLA on Yahoo Finance (opens in a new tab)
LPLA: insider buying, 13F holders, analyst moves
Lpl Financial Holdings Inc - US
A summary of public filings about Lpl Financial Holdings Inc - US. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
6 of our 100 managers hold LPLA
Combined reported value $1.39B; 1 sold out since Q1 2026.
Holders among our 100 managers: 7 in Q3 2023, 6 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Samlyn Capital | $677.6M | 11.23% | Added |
| Lone Pine Capital | $343.4M | 2.10% | Trimmed |
| Markel Group | $157.7M | 1.20% | Unchanged |
| Castle Hook Partners | $114.6M | 1.23% | New |
| First Pacific Advisors | $90.5M | 1.12% | Unchanged |
| Tudor Investment | $2.7M | 0.01% | New |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.