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 2024
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 119,704 | $39,084,553 | 0.10% | Feb 14, 2025 |
| Dodge & Cox Funds | Added | 470,109 | $153,495,290 | 0.09% | Feb 13, 2025 |
| John Armitage - Egerton Capital | New | 257,710 | $84,144,892 | 0.97% | Feb 10, 2025 |
| First Pacific Advisors | Trimmed | 458,289 | $149,635,941 | 2.16% | Feb 7, 2025 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,922,748 | $627,796,449 | 4.66% | Feb 14, 2025 |
| Thomas Gayner - Markel Group | Added | 532,404 | $173,835,230 | 1.53% | Feb 7, 2025 |
| Lee Ainslie - Maverick Capital | Added | 587,721 | $191,896,784 | 3.46% | Feb 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 195,474 | $63,824,216 | 0.11% | Feb 14, 2025 |
| Richard Pzena - Pzena Investment Management | Trimmed | 900 | $293,859 | 0.00% | Feb 7, 2025 |
| Daniel Loeb - Third Point | Added | 655,000 | $213,864,050 | 2.87% | Feb 14, 2025 |
Q3 2024
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 65,448 | $15,225,168 | 0.04% | Nov 14, 2024 |
| Dodge & Cox Funds | New | 15,556 | $3,618,792 | 0.00% | Nov 13, 2024 |
| First Pacific Advisors | Trimmed | 458,362 | $106,628,752 | 1.51% | Nov 4, 2024 |
| Stephen Mandel - Lone Pine Capital | Added | 2,180,137 | $507,165,270 | 3.78% | Nov 14, 2024 |
| Thomas Gayner - Markel Group | Added | 520,404 | $121,061,583 | 1.09% | Nov 1, 2024 |
| Lee Ainslie - Maverick Capital | Added | 497,075 | $115,634,557 | 2.25% | Nov 14, 2024 |
| Bill Nygren - Oakmark Funds | New | 212,238 | $49,372,926 | 0.08% | Nov 14, 2024 |
| Richard Pzena - Pzena Investment Management | Trimmed | 1,187 | $276,132 | 0.00% | Nov 8, 2024 |
| Daniel Loeb - Third Point | New | 485,000 | $112,825,550 | 1.52% | Nov 14, 2024 |
| Viking Global Investors | Sold out | — | — | 0.00% | Nov 14, 2024 |