Steve Mandel's LPLA Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 2.3M shares of LPL Financial Holdings Inc. (LPLA) worth $750.45 M, representing 5.46% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Steve Mandel has maintained a long-term strategic position in LPLA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 495.1K shares. Largest reduction occurred in Q2 2022, reducing 6.2M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +8.52 M | New Buy | 8.52 M | $52.54 |
| Q4 2014 | -8.52 M | Sold Out | 8.52 M | $0.00 |
| Q2 2022 | +2.29 M | New Buy | 2.29 M | $184.48 |
| Q3 2022 | -308,789 | Reduce 13.49% | 1.98 M | $218.48 |
| Q4 2022 | +26,960 | Add 1.36% | 2.01 M | $216.17 |
| Q1 2023 | -147,681 | Reduce 7.36% | 1.86 M | $202.40 |
| Q2 2023 | +143,417 | Add 7.71% | 2 M | $217.43 |
| Q3 2023 | -162,944 | Reduce 8.13% | 1.84 M | $237.65 |
| Q1 2024 | -155,044 | Reduce 8.43% | 1.69 M | $264.20 |
| Q3 2024 | +495,067 | Add 29.38% | 2.18 M | $232.63 |
| Q4 2024 | -257,389 | Reduce 11.81% | 1.92 M | $326.51 |
| Q1 2025 | -158,733 | Reduce 8.26% | 1.76 M | $327.14 |
| Q2 2025 | +108,233 | Add 6.14% | 1.87 M | $374.97 |
| Q3 2025 | +383,466 | Add 20.48% | 2.26 M | $332.69 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2014, adding 8,518,366 shares worth $447.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 2,255,714 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $750.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 5.46% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel's peak holding in LPL Financial Holdings Inc. (LPLA) was 8,518,366 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.