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LPLA —
LPL FINL HLDGS INC
CUSIP: 50212V100 · Held by 11 superinvestors · Combined value: $3,129,120,652
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 0.8% | $1,410,453,615 | 3,948,970 | ADD | +619,715 |
| 2 | Steve Mandel | 5.4% | $741,109,177 | 2,074,948 | REDUCE | -180,766 |
| 3 | Tom Gayner | 1.6% | $199,997,699 | 559,951 | ADD | +6,630 |
| 4 | Dan Loeb | 2.5% | $182,156,700 | 510,000 | REDUCE | -84,143 |
| 5 | Ken Griffin | 0.0% | $151,206,491 | 423,346 | REDUCE | -10,905 |
| 6 | Steven Romick | 1.8% | $138,371,944 | 387,412 | REDUCE | -56,091 |
| 7 | William Von Mueffling | 0.7% | $131,820,017 | 369,068 | NEW BUY | +369,068 |
| 8 | John Armitage | 1.0% | $91,011,559 | 254,813 | NEW BUY | +254,813 |
| 9 | Ray Dalio | 0.1% | $42,251,068 | 118,294 | REDUCE | -90,450 |
| 10 | Jim Simons | 0.1% | $40,738,810 | 114,060 | ADD | +31,460 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | NEW BUY | +10 | New |
| John Armitage | NEW BUY | +254,813 | New |
| William Von Mueffling | NEW BUY | +369,068 | New |
| Dodge & Cox | ADD | +619,715 | +18.6% |
| Jim Simons | ADD | +31,460 | +38.1% |
| Tom Gayner | ADD | +6,630 | +1.2% |
| Dan Loeb | REDUCE | -84,143 | -14.2% |
| Ken Griffin | REDUCE | -10,905 | -2.5% |
| Ray Dalio | REDUCE | -90,450 | -43.3% |
| Steve Mandel | REDUCE | -180,766 | -8.0% |
| Steven Romick | REDUCE | -56,091 | -12.6% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +627,546 | +23.2% |
| Ken Griffin | ADD | +393,251 | +959.1% |
| Ray Dalio | ADD | +16,089 | +8.4% |
| Steve Mandel | ADD | +383,466 | +20.5% |
| Tom Gayner | ADD | +8,717 | +1.6% |
| Dan Loeb | REDUCE | -30,857 | -4.9% |
| Jim Simons | REDUCE | -27,200 | -24.8% |
| John Armitage | SOLD | -832,516 | Exit |
| Lee Ainslie | SOLD | -99,507 | Exit |
Who Owns LPLA? Superinvestor Holdings
LPL FINL HLDGS INC is held by 11 tracked superinvestors, with a combined position value of $3.1 billion . The largest positions are held by Dodge & Cox (0.8% of portfolio), Steve Mandel (5.4% of portfolio), Tom Gayner (1.6% of portfolio).
In the most recent quarter, 6 superinvestors added or initiated positions while 5 reduced or exited.