LPL Financial Holdings Inc. (LPLA)

Sector:Financials
Super Investor Stats:
Ownership count:6
Ownership rank:115
% of all portfolios:0.115%
Hold Price * :$300.83
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2026
≡ Dodge & Cox Funds Add 5.00% 197,577 0.03
Q4  2025
≡ Dodge & Cox Funds Add 18.61% 619,715 0.12
≡ Thomas Gayner - Markel Group Add 1.20% 6,630 0.02
≡ John Armitage - Egerton Capital Buy 254,813 0.99
≡ William Von Mueffling - Cantillon Capital Management Buy 369,068 0.71
≡ First Eagle Investment Management Buy 10 0.00
Q3  2025
≡ Dodge & Cox Funds Add 23.23% 627,546 0.11
≡ Stephen Mandel - Lone Pine Capital Add 20.48% 383,466 0.93
≡ Thomas Gayner - Markel Group Add 1.60% 8,717 0.02
Q2  2025
≡ Dodge & Cox Funds Add 77.34% 1,178,249 0.25
≡ Stephen Mandel - Lone Pine Capital Add 6.14% 108,233 0.29
≡ Thomas Gayner - Markel Group Add 1.02% 5,500 0.02
Q1  2025
≡ John Armitage - Egerton Capital Add 238.08% 613,555 2.32
≡ Dodge & Cox Funds Add 224.07% 1,053,351 0.19
≡ Thomas Gayner - Markel Group Add 1.26% 6,700 0.02
Q4  2024
≡ Dodge & Cox Funds Add 2922.04% 454,553 0.09
≡ Daniel Loeb - Third Point Add 35.05% 170,000 0.76
≡ Lee Ainslie - Maverick Capital Add 18.24% 90,646 0.53
≡ Thomas Gayner - Markel Group Add 2.31% 12,000 0.03
≡ John Armitage - Egerton Capital Buy 257,710 0.97
Q3  2024
≡ Lee Ainslie - Maverick Capital Add 81.98% 223,931 1.01
≡ Stephen Mandel - Lone Pine Capital Add 29.38% 495,067 0.86
≡ Thomas Gayner - Markel Group Add 8.01% 38,613 0.08
≡ Daniel Loeb - Third Point Buy 485,000 1.53
≡ Bill Nygren - Oakmark Funds Buy 212,238 0.08
≡ Dodge & Cox Funds Buy 15,556 0.00
Q2  2024
≡ Richard Pzena - Pzena Investment Management Add 51.23% 522 0.00
≡ Thomas Gayner - Markel Group Add 6.05% 27,500 0.08
≡ Viking Global Investors Buy 130,000 0.14
Q1  2024
≡ Thomas Gayner - Markel Group Add 6.54% 27,905 0.07
Q4  2023
≡ Thomas Gayner - Markel Group Add 41.53% 125,122 0.31
≡ Lee Ainslie - Maverick Capital Buy 485,100 2.28
Q3  2023
≡ Thomas Gayner - Markel Group Add 137.11% 174,205 0.50
Q2  2023
≡ Thomas Gayner - Markel Group Add 545.95% 107,389 0.28
≡ Stephen Mandel - Lone Pine Capital Add 7.71% 143,417 0.29
Q1  2023
≡ Thomas Gayner - Markel Group Add 633.68% 16,989 0.04
Q4  2022
≡ Stephen Mandel - Lone Pine Capital Add 1.36% 26,960 0.06
≡ John Armitage - Egerton Capital Add 1.13% 13,720 0.03
≡ Thomas Gayner - Markel Group Buy 2,681 0.01
Q3  2022
≡ John Armitage - Egerton Capital Add 9.29% 103,214 0.18
Q2  2022
≡ John Armitage - Egerton Capital Add 39.01% 311,849 0.39
≡ Stephen Mandel - Lone Pine Capital Buy 2,289,151 3.98
Q1  2022
≡ John Armitage - Egerton Capital Buy 799,461 0.77
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 16373.45% 846,835 1.13
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 10.63% 2,605 0.00
Q1  2019
≡ Lee Ainslie - Maverick Capital Buy 90,360 0.08
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 14.81% 8,740 0.01
Q1  2017
≡ Lee Ainslie - Maverick Capital Buy 71,650 0.04
Q1  2014
≡ Stephen Mandel - Lone Pine Capital Buy 8,518,366 2.01
Q4  2013
≡ Chuck Akre - Akre Capital Management Add 0.88% 15,000 0.03
Q4  2012
≡ Chuck Akre - Akre Capital Management Add 13.33% 200,000 0.40
Q3  2012
≡ Chuck Akre - Akre Capital Management Add 20.00% 250,000 0.56
Q2  2012
≡ Chuck Akre - Akre Capital Management Add 56.25% 450,000 1.22
Q1  2012
≡ Chuck Akre - Akre Capital Management Add 166.67% 500,000 1.98
Q4  2011
≡ Chuck Akre - Akre Capital Management Add 3.65% 10,575 0.05
Q3  2011
≡ Chuck Akre - Akre Capital Management Add 193.98% 190,975 0.98
Q1  2011
≡ Chuck Akre - Akre Capital Management Add 392.25% 78,450 0.57
Q4  2010
≡ Chuck Akre - Akre Capital Management Buy 20,000 0.16

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.