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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.2 B.
Top institutional holders include Steve Mandel and Tom Gayner.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.44% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $16.62 M net outflow during the quarter.
Recent activity highlights John Armitage who opened a new position. Conversely, Ray Dalio reduced exposure by 43.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for LPL Financial Holdings Inc. (LPLA)
Major holders include Steve Mandel ($741.11 M), Tom Gayner ($200 M), Daniel Loeb ($182.16 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 4.17 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $16.62 M, with 7 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited LPLA. The total reported sell value was $151.91 M.
Yes, 4 managers opened new positions in LPLA, and 3 increased their existing holdings. The total reported buy value was $135.3 M.
