Guru Ownership Trend
Guru Analysis for LPL Financial Holdings Inc. (LPLA)
LPL Financial Holdings Inc. (LPLA), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $983.89 M.
Top institutional holders include Steve Mandel and Tom Gayner.
Institutional sentiment is currently Bearish. This is evidenced by a $76.72 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 901.8%. Conversely, Steve Mandel reduced exposure by 40.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for LPL Financial Holdings Inc. (LPLA)
Major holders include Steve Mandel ($343.4 M), Tom Gayner ($157.73 M), Steven Cohen ($142.91 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $76.72 M, with 8 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LPLA. The total reported sell value was $236.05 M.
Yes, 4 managers opened new positions in LPLA, and 4 increased their existing holdings. The total reported buy value was $159.33 M.
