LPLA
LPL FINANCIAL HOLDINGS INCData as of 2026 Q2 (06-30) · 13F snapshot
Summary
LPL FINANCIAL HOLDINGS INC (LPLA) is held as common stock by 8 tracked hedge-fund managers, with a combined reported value of ~$2.06B; the largest are Dodge & Cox, Stephen Mandel, Ken Griffin. 3 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 2 new, 3 added, 3 trimmed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Heating up
Common-stock holders83 also report options
Congress trades20
Price$312.68vs quarter-end+11.01%
Sectors0
This quarter's moves
Top holderDodge & CoxNew2
Added3
Trimmed / sold3
Common-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
Stephen MandelTrim
Value $343.40M2.1% of portfolio1,219,0992026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Stephen Mandel | $343.40M | 2.1% | Trim |
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $23.41M— of portfolio83,1002026 Q2
Value $6.90M— of portfolio24,5002026 Q2
Value $4.25M— of portfolio15,1002026 Q2
Value $1.10M— of portfolio3,9002026 Q2
Value $309.8K— of portfolio1,1002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Izzy EnglanderCALL | $23.41M | — | — |
| Ken GriffinCALL | $6.90M | — | — |
| Ken GriffinPUT | $4.25M | — | — |
| Izzy EnglanderPUT | $1.10M | — | — |
| Paul Tudor JonesCALL | $309.8K | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.