LPL FINL HLDGS INC (LPLA) — Hedge Fund Ownership Q1 2026
LPLA
- LPL FINL HLDGS INC (LPLA) is held by 6 of 82 tracked hedge funds, with Lone Pine Capital (5%) and Markel Group (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in LPLA holdings came from Dodge & Cox (+5%), highlighting conviction.
- The biggest decreases in LPLA holdings came from First Pacific Advisors (-17%) and Cantillon Capital Management (-12%), suggesting profit-taking or de-risking.
- 2 hedge funds exited LPLA, led by Third Point (3%).
- Overall, hedge funds decreased exposure to LPL FINL HLDGS INC (LPLA) by -9% vs the prior quarter and +22% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lone Pine Capital Stephen Mandel
|
4.92% | 2.0M | -1.20% | +16.21% | $616.7M | $300.83 | — |
| 2 |
Markel Group Tom Gayner
|
1.41% | 560K | — | +3.87% | $168.5M | $300.83 | — |
| 3 |
First Pacific Advisors Steven Romick
|
1.38% | 321K | -17.24% | -29.99% | $96.5M | $300.83 | — |
| 4 |
Dodge & Cox
|
0.69% | 4.1M | +5.00% | +172.18% | $1.25B | $300.83 | — |
| 5 |
Cantillon Capital Management William von Mueffling
|
0.65% | 325K | -11.96% | — | $97.7M | $300.83 | — |
| 6 |
First Eagle Investment Management
|
0.00% | 6 | -40.00% | — | $1,805 | $300.83 | — |
| — |
Egerton Capital John Armitage
|
— | — | EXITED | — | — | — | — |
| — |
Third Point
|
— | — | EXITED | — | — | — | — |
| 6 | Total | — | 7.4M | -8.68% | +22.42% | $2.23B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.