LPLA fund manager activity
LPL Financial Holdings Inc · Nasdaq. Reported by 17 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 114,224 | $32,174,616 | 0.05% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Sold out | — | — | 0.00% | Jul 29, 2026 |
| Dodge & Cox Funds | Added | 4,578,679 | $1,289,722,301 | 0.68% | Aug 13, 2026 |
| First Eagle Investment Management | Sold out | — | — | 0.00% | Aug 24, 2026 |
| First Pacific Advisors | Added | 321,244 | $90,488,010 | 1.14% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,219,099 | $343,395,806 | 2.10% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 559,951 | $157,726,999 | 1.20% | Jul 31, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 121,778 | $36,634,476 | 0.11% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 324,927 | $97,747,790 | 0.65% | May 7, 2026 |
| Dodge & Cox Funds | Added | 4,146,547 | $1,247,405,734 | 0.69% | May 14, 2026 |
| John Armitage - Egerton Capital | Sold out | — | — | 0.00% | May 13, 2026 |
| First Eagle Investment Management | Trimmed | 6 | $1,805 | 0.00% | May 14, 2026 |
| First Pacific Advisors | Trimmed | 320,624 | $96,453,318 | 1.38% | May 14, 2026 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | May 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 2,049,967 | $616,691,573 | 4.92% | May 15, 2026 |
| Thomas Gayner - Markel Group | No change | 559,951 | $168,450,059 | 1.41% | May 1, 2026 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | May 15, 2026 |