LPLA fund manager activity
LPL Financial Holdings Inc · Nasdaq. Reported by 17 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 175,245 | $62,592,257 | 0.17% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | New | 369,068 | $131,820,017 | 0.71% | Feb 11, 2026 |
| Dodge & Cox Funds | Added | 3,948,970 | $1,410,453,615 | 0.76% | Feb 13, 2026 |
| John Armitage - Egerton Capital | New | 254,813 | $91,011,559 | 0.99% | Feb 11, 2026 |
| First Eagle Investment Management | New | 10 | $3,572 | 0.00% | Feb 4, 2026 |
| First Pacific Advisors | Trimmed | 387,412 | $138,371,944 | 1.86% | Feb 17, 2026 |
| Jeremy Grantham - GMO | Added | 3,505 | $1,251,881 | 0.00% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 2,074,948 | $741,109,177 | 5.44% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | Added | 559,951 | $199,997,699 | 1.59% | Feb 6, 2026 |
| Daniel Loeb - Third Point | Trimmed | 510,000 | $182,156,700 | 2.51% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 207,897 | $69,165,253 | 0.18% | Nov 14, 2025 |
| Dodge & Cox Funds | Added | 3,329,255 | $1,107,609,846 | 0.60% | Nov 13, 2025 |
| John Armitage - Egerton Capital | Sold out | — | — | 0.00% | Nov 12, 2025 |
| First Pacific Advisors | No change | 443,503 | $147,549,013 | 2.07% | Nov 13, 2025 |
| Jeremy Grantham - GMO | Added | 3,403 | $1,132,144 | 0.00% | Nov 13, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 2,255,714 | $750,453,491 | 5.46% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | Added | 553,321 | $184,084,364 | 1.49% | Oct 31, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Daniel Loeb - Third Point | Trimmed | 594,143 | $197,665,435 | 2.36% | Nov 14, 2025 |
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