Financials · owned by 2 fund managers
Who owns LPL Financial (LPLA)?
2 of the 22 fund managers we track hold LPL Financial, worth $501M combined as of Q2 2026. Stephen Mandel has the biggest bet at 2.1% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
0 opened new positions
Combined value
$501M
At quarter-end prices
Biggest weight
2.1%
Stephen Mandel
Buyers / sellers
0 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. LPL Financial appears in 2 of our 22 portfolios.
- Largest holder: Stephen Mandel (2.1% of portfolio)
- 0 managers bought or added this quarter
- 1 manager trimmed or sold out
- 10 congressional trades disclosed recently (9 buys, 1 sells)
- Company insiders in Q3 2026: no open-market buys, sold $2M
This is not a recommendation. Do your own research.
Fund managers who own LPLA
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 2.10% | Trimmed | 1,219,099 | $343M |
| Thomas Gayner Markel Group | 1.20% | Hold | 559,951 | $158M |
Congressional trades in LPLAAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 11 Jun 2026 | 2 Jul 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 5 Jun 2026 | 2 Jul 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 19 May 2026 | 8 Jun 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 14 May 2026 | 8 Jun 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 12 May 2026 | 8 Jun 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 7 May 2026 | 8 Jun 2026 |
| D Val T. Hoyle House · OR | Sell | $1,001 – $15,000 | 2 Apr 2025 | 15 May 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 1 May 2026 | 8 May 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 6 Apr 2026 | 8 May 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 27 Mar 2026 | 7 Apr 2026 |
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