Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
LPLA
LPL FINANCIAL HOLDINGS INCData as of 2026 Q1 (03-31) · 13F snapshot
Summary
LPL FINANCIAL HOLDINGS INC (LPLA) is held by 11 tracked hedge-fund managers, a combined reported value of ~$1.54B; the largest are Stephen Mandel, Ken Griffin, Izzy Englander. This quarter: 4 added, 1 trimmed, 2 closed. 20 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Mixed
Gurus holding11
Congress trades20
Price$295.66vs quarter-end-1.72%
Sectors0
This quarter's moves
Top holderStephen MandelNew0
Added4
Trimmed / sold3
George SorosNew large stake
Value $40.89M1.0% of portfolio125,0002025 Q1
Value $8.06M— of portfolio26,8002026 Q1
Value $7.19M— of portfolio23,9002026 Q1
Value $2.23M— of portfolio7,4002026 Q1
Value $1.93M— of portfolio6,4002026 Q1
Value $260.0K— of portfolio1,9252021 Q2
Value $210.6K— of portfolio7002026 Q1
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| George Soros | $40.89M | 1.0% | New large stake |
| Ken GriffinPUT | $8.06M | — | — |
| Ken GriffinCALL | $7.19M | — | — |
| Izzy EnglanderCALL | $2.23M | — | — |
| Izzy EnglanderPUT | $1.93M | — | — |
| Joel Greenblatt | $260.0K | — | — |
| Steven CohenCALL | $210.6K | — | — |