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LPLA

LPL Financial Holdings Inc. · XNAS

Season
Q2 2026 · as of Jun 30
Holders
6 of 97 filed · prev 8
Median weight
0.91%
Sector
Financials
Type
equity · US

Moves5 this quarter

Streakslongest holders · 53 quarters on record

  1. FPA Steven Romick, CEO 1.1%45 quarters
  2. PRIMECAP Joel Fried, portfolio manager 0.0%26 quarters
  3. Baron Ron Baron, CEO 0.1%19 quarters
  4. Lone Pine David Craver, CIO 2.1%17 quarters
  5. Markel Tom Gayner, CEO 1.2%15 quarters

The record for LPLA begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding6 Q2 2026

Largest weight2.1% Q2 2026

Holders6 of 97 filed · 2 exited

Lone PineDavid Craver, CIO2.10%1,219,099$343Mtrimmed−41%−2.82 pp17 q
MarkelTom Gayner, CEO1.20%559,951$158Mheld—15 q
FPASteven Romick, CEO1.14%321,244$90Madded0%+0.24 pp45 q
Dodge & CoxDavid Hoeft, CIO0.68%4,578,679$1.3Badded+10%—8 q
BaronRon Baron, CEO0.05%114,224$32Mtrimmed−6%−0.06 pp19 q
PRIMECAPJoel Fried, portfolio manager0.00%16,000$5Mheld—26 q
CantillonWilliam von Mueffling, CEO———exited−0.65 pp—
First EagleKimball Brooker, portfolio manager———exited0.00 pp—