S&P 500: 679.83 -1.1%
NASDAQ: 626.05 -1.5%
DOW: 475.01 -0.3%

LPL Financial Holdings Inc.

LPLA Financials
$338.49 $-5.13 (-1.49%)
Market Cap: $27.08 B
Gurus Holding
11
Popularity Rank
#201
% of Shares Held
5.03%
Net Activity (2025 Q2)
-$43.99 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Steve Mandel Steve Mandel
5.00% Add 6.1% 1,872,248 $702.04 M 2025 Q2
Daniel Loeb Daniel Loeb
3.08% 625,000 $234.36 M 2025 Q2
Tom Gayner Tom Gayner
1.73% Add 1.0% 544,604 $204.21 M 2025 Q2
First Pacific Advisors First Pacific Advisors
2.38% Reduce -3.2% 443,503 $166.3 M 2025 Q2
Ray Dalio Ray Dalio
0.29% Reduce -13.6% 192,655 $72.24 M 2025 Q2
Renaissance Technologies Renaissance Technologies
0.05% Add 209.3% 109,800 $41.17 M 2025 Q2
Louis Moore Bacon Louis Moore Bacon
0.47% Add 260.3% 100,512 $37.69 M 2025 Q2
Lee Ainslie Lee Ainslie
0.56% Reduce -69.0% 99,507 $37.31 M 2025 Q2
Diamond Hill Capital Diamond Hill Capital
0.06% Add 3.0% 35,537 $13.33 M 2025 Q2
Jeremy Grantham Jeremy Grantham
0.00% New Buy 1,100 $412,467 2025 Q2
Jefferies Group Jefferies Group
0.00% Reduce -56.0% 881 $330,349 2025 Q2
Showing 1 to 11 of 11 entries

Key Holders

Top 5 by Value

Steve Mandel Steve Mandel
$702.04 M
Daniel Loeb Daniel Loeb
$234.36 M
Tom Gayner Tom Gayner
$204.21 M
First Pacific Advisors First Pacific Advisors
$166.3 M
Ray Dalio Ray Dalio
$72.24 M

Top 5 by Conviction

Steve Mandel Steve Mandel
5.00%
Daniel Loeb Daniel Loeb
3.08%
First Pacific Advisors First Pacific Advisors
2.38%
Tom Gayner Tom Gayner
1.73%
Lee Ainslie Lee Ainslie
0.56%

Recent Activity Breakdown(2025 Q2)

+$98.53 M
Total Buy Value
New Buys: 1
Additions: 5
-$142.52 M
Total Sell Value
Reductions: 4
Sold Out: 2

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
6
Net Buyers
6