Follow-The-Filings

Security · featured owners

LPLA Lpl Finl Hldgs Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #185
  • Max 9.7%
  • Master 0.13%
  • $2.2B
  • 1 new 3 add 2 reduce 2 exits

LPLA (Lpl Finl Hldgs Inc.) is held in 7 featured 13F books as of 2026 Q2. Mala Gaonkar - Surgocap Partners is the largest tracked holder by portfolio weight (9.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 9.7% (Mala Gaonkar - Surgocap Partners) · not free-float ownership

  1. Mala Gaonkar add 9.7%
  2. Stephen Mandel reduce 2.1%
  3. Ryan Packard new 1.5%
  4. Thomas Gayner 1.2%
  5. First Pacific Advisors add 1.1%
  6. Dodge & Cox add 0.68%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 0.68% Add +10.4% 4,578,679 $1.3B history
Stephen Mandel - Lone Pine Capital 2026 Q2 2.1% Reduce −40.5% 1,219,099 $343M history
Mala Gaonkar - Surgocap Partners 2026 Q2 9.7% Add +4.2% 1,063,218 $299M history
Thomas Gayner - Markel Group 2026 Q2 1.2% Hold 559,951 $158M history
First Pacific Advisors 2026 Q2 1.1% Add +0.2% 321,244 $90M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.05% Reduce −6.2% 114,224 $32M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.5% New 1.5% 60,000 $17M history
William Von Mueffling - Cantillon Capital Management exited 2026 Q2 last 2026 Q1 0.65% Exit −0.65% 324,927 $98M history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 6 $2K history

7 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 11, 2026 Filing Doc
4 Period Sep 5, 2026 Filing Doc
4 Period Aug 28, 2026 · 7 forms Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 20, 2026 Filing Doc
4 Period Jul 31, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 12, 2026 · 2 forms Filing Doc
4 Period Jun 4, 2026 · 7 forms Filing Doc
4 Period May 15, 2026 · 2 forms Filing Doc

Updated about 14 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.05B $12.39B $16.99B
Net income $1.07B $1.06B $0.863B
Net margin * 10.6% 8.5% 5.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $10.39B $13.32B $18.49B
Total equity $2.08B $2.93B $5.34B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $512.61M $277.59M -$411.4M
Cash from investing -$0.86B -$1.59B -$2.39B
Cash from financing -$0.209B $1.42B $3.17B
Net change in cash -$556.11M $102.89M $370.69M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders