Steve Mandel's LPLA Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 2.07 M shares of LPL Financial Holdings Inc. (LPLA) worth $741.11 M, representing 5.44% of the portfolio. First purchased in 2014-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Steve Mandel has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 2.29 M shares. Largest reduction occurred in Q4 2014, reducing 8.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -180,766 | Reduce 8.01% | 2.07 M | $357.17 |
| Q3 2025 | +383,466 | Add 20.48% | 2.26 M | $332.69 |
| Q2 2025 | +108,233 | Add 6.14% | 1.87 M | $374.97 |
| Q1 2025 | -158,733 | Reduce 8.26% | 1.76 M | $327.14 |
| Q4 2024 | -257,389 | Reduce 11.81% | 1.92 M | $326.51 |
| Q3 2024 | +495,067 | Add 29.38% | 2.18 M | $232.63 |
| Q1 2024 | -155,044 | Reduce 8.43% | 1.69 M | $264.20 |
| Q3 2023 | -162,944 | Reduce 8.13% | 1.84 M | $237.65 |
| Q2 2023 | +143,417 | Add 7.71% | 2 M | $217.43 |
| Q1 2023 | -147,681 | Reduce 7.36% | 1.86 M | $202.40 |
| Q4 2022 | +26,960 | Add 1.36% | 2.01 M | $216.17 |
| Q3 2022 | -308,789 | Reduce 13.49% | 1.98 M | $218.48 |
| Q2 2022 | +2.29 M | New Buy | 2.29 M | $184.48 |
| Q4 2014 | -8.52 M | Sold Out | 0 | $0.00 |
| Q1 2014 | +8.52 M | New Buy | 8.52 M | $52.54 |
Steve Mandel's LPL Financial Holdings Investment FAQs
Steve Mandel first purchased LPL Financial Holdings Inc. (LPLA) in Q1 2014, acquiring 8,518,366 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held LPL Financial Holdings Inc. (LPLA) for 19 quarters since Q1 2014.
Steve Mandel's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2014, adding 8,518,366 shares worth $447.56 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 2,074,948 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $741.11 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 5.44% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in LPL Financial Holdings Inc. (LPLA) was 8,518,366 shares, as reported at the end of Q1 2014.