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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $967.16 M.
Top institutional holders include Steve Mandel and Tom Gayner.
Institutional sentiment is currently Bearish. This is evidenced by a $323.07 M net outflow during the quarter.
Recent activity highlights Diamond Hill Capital who increased their stake by 298.1%. Conversely, First Eagle Investment reduced exposure by 40.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for LPL Financial Holdings Inc. (LPLA)
Major holders include Steve Mandel ($616.69 M), Tom Gayner ($168.45 M), First Pacific Advisors ($96.45 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.27 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $323.07 M, with 4 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 5 fully exited LPLA. The total reported sell value was $368.21 M.
Yes, 0 managers opened new positions in LPLA, and 4 increased their existing holdings. The total reported buy value was $45.14 M.
