Follow-The-Filings

Security

LPLA

Lpl Finl Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 8 exits max 4.9% (Stephen Mandel - Lone Pin...)

grid → activity →
owners 14
max % 4.9%
tracked value $5.9B
qoq A 7 R 4 E 8

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 4.9% Reduce -0.53 pp 2,049,967 $617M hist
First Pacific Advisors, LP 2026 Q1 1.4% Reduce -0.47 pp 320,624 $96M hist
Dodge & Cox 2026 Q1 0.7% Add -0.08 pp 4,146,547 $1.2B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.07 pp 890,253 $268M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.06 pp 121,778 $37M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add -0.01 pp 120,540 $36M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,148,558 $2.9B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,040,445 $372M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 923,471 $278M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 50,643 $15M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 47,248 $14M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 32,925 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 1,975 $705 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 6 $2 hist
King Street Capital Management, L.P. exited 2026 Q1 last 2025 Q4 5.1% Exit -5.13 pp 104,000 $37M hist
Dan Loeb - Third Point LLC exited 2026 Q1 last 2025 Q4 2.5% Exit -2.50 pp 510,000 $182M hist
Eminence Capital, LP exited 2026 Q1 last 2025 Q4 2.5% Exit -2.50 pp 441,845 $158M hist
Senator Investment Group LP exited 2026 Q1 last 2025 Q4 1.4% Exit -1.43 pp 100,000 $36M hist
William Von Mueffling - Cantillon Capital Management LLC exited 2026 Q2 last 2026 Q1 0.7% Exit -0.65 pp 324,927 $98M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.15 pp 118,294 $42M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 78,252 $28M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 9,744 $3M hist

14 current · 8 exited last period · options excluded

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
Gross profit — — —
Gross margin — — —
Net income $1.07B $1.06B $863.02M
Net margin * 10.6% 8.5% 5.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $10.39B $13.32B $18.49B
Total current liabilities — — —
Total non-current liabilities — — —
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 -$860.19M -$1.59B -$2.39B
Cash from financing -$208.53M $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