LPLA

LPL Financial Holdings Inc.

Security & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200CIK 1397911Held by 11 tracked managersEDGAR filings ↗10-K/10-Q ↗

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11 managers · Q2 2026 13F

13F bookWeight

Fairview Capital Investment Management

Fairview Capital Investment ManagementPosition history →

5.7%

(2.2%)

$0.11B

$1.90B13F book · 2026-06-30

Lone Pine Capital

Stephen MandelPosition history →

2.1%

(40.5%)

$0.34B

$16.36B13F book · 2026-06-30

Markel Group

Tom GaynerPosition history →

1.2%

—

$0.16B

$13.13B13F book · 2026-06-30

First Pacific Advisors

FPAPosition history →

1.1%

+0.2%

$0.09B

$8.08B13F book · 2026-06-30

WCM Investment Management

WCM Investment ManagementPosition history →

0.88%

+4.4%

$0.49B

$55.16B13F book · 2026-06-30

Dodge & Cox

Dodge & CoxPosition history →

0.68%

+10.4%

$1.29B

$191.01B13F book · 2026-06-30

Holocene Advisors

Holocene AdvisorsPosition history →

0.30%

+10.7%

$0.13B

$43.69B13F book · 2026-06-30

Adage Capital Management

Adage Capital ManagementPosition history →

0.11%

+351.6%

$0.08B

$71.32B13F book · 2026-06-30

Capital World Investors

Capital World InvestorsPosition history →

0.08%

+1.3%

$0.66B

$846.43B13F book · 2026-06-30

Renaissance Technologies

Renaissance TechnologiesPosition history →

0.06%

+25.8%

$0.04B

$72.62B13F book · 2026-06-30

Bridgewater Associates

Bridgewater AssociatesPosition history →

0.01%

NEW

$<0.01B

$24.38B13F book · 2026-06-30

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.