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 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 222,479 | $83,422,951 | 0.23% | Aug 14, 2025 |
| Dodge & Cox Funds | Added | 2,701,709 | $1,013,059,824 | 0.57% | Aug 13, 2025 |
| John Armitage - Egerton Capital | Trimmed | 832,516 | $312,168,525 | 3.20% | Aug 12, 2025 |
| First Pacific Advisors | Trimmed | 443,503 | $166,300,320 | 2.42% | Aug 1, 2025 |
| Jeremy Grantham - GMO | New | 1,100 | $412,467 | 0.00% | Aug 13, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 1,872,248 | $702,036,833 | 5.08% | Aug 14, 2025 |
| Thomas Gayner - Markel Group | Added | 544,604 | $204,210,161 | 1.73% | Aug 1, 2025 |
| Lee Ainslie - Maverick Capital | Trimmed | 99,507 | $37,312,140 | 0.57% | Aug 14, 2025 |
| Bill Nygren - Oakmark Funds | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Daniel Loeb - Third Point | No change | 625,000 | $234,356,250 | 3.08% | Aug 14, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 165,251 | $54,060,212 | 0.16% | May 15, 2025 |
| Dodge & Cox Funds | Added | 1,523,460 | $498,384,704 | 0.28% | May 14, 2025 |
| John Armitage - Egerton Capital | Added | 871,265 | $285,025,632 | 3.29% | May 6, 2025 |
| First Pacific Advisors | Trimmed | 457,941 | $149,810,819 | 2.42% | May 6, 2025 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,764,015 | $577,079,867 | 5.06% | May 15, 2025 |
| Thomas Gayner - Markel Group | Added | 539,104 | $176,362,483 | 1.57% | May 2, 2025 |
| Lee Ainslie - Maverick Capital | Trimmed | 320,780 | $104,939,969 | 1.89% | May 15, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 135,474 | $44,318,964 | 0.07% | May 15, 2025 |
| Richard Pzena - Pzena Investment Management | Sold out | — | — | 0.00% | May 2, 2025 |
| Daniel Loeb - Third Point | Trimmed | 625,000 | $204,462,500 | 3.22% | May 15, 2025 |