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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.56 B.
Top institutional holders include Steve Mandel and Daniel Loeb.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.46% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $270.71 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 908.1%. Conversely, Cliff Asness reduced exposure by 26.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 5.46% | Add 20.5% | 2,255,714 | $750.45 M | Q3 2025 | |
| 2.20% | Reduce -4.9% | 594,143 | $197.67 M | Q3 2025 | |
| 1.49% | Add 1.6% | 553,321 | $184.08 M | Q3 2025 | |
| 2.04% | 443,503 | $147.55 M | Q3 2025 | ||
| 0.27% | Add 8.4% | 208,744 | $69.45 M | Q3 2025 | |
| 0.04% | Reduce -24.8% | 82,600 | $27.48 M | Q3 2025 | |
| 0.06% | Reduce -1.0% | 35,187 | $11.71 M | Q3 2025 | |
| 0.01% | Reduce -26.4% | 28,165 | $9.37 M | Q3 2025 | |
| 0.01% | Add 908.1% | 8,881 | $2.95 M | Q3 2025 | |
| 0.00% | Add 209.4% | 3,403 | $1.13 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for LPL Financial Holdings Inc. (LPLA)
Major holders include Steve Mandel ($750.45 M), Daniel Loeb ($197.67 M), Tom Gayner ($184.08 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.21 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $270.71 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited LPLA. The total reported sell value was $409.96 M.
Yes, 0 managers opened new positions in LPLA, and 5 increased their existing holdings. The total reported buy value was $139.26 M.