Chronology 13F
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LPL FINL HLDGS INC

LPLA · Financials

3 whale investors

Whale investors

Concentrated managers reporting this company in their latest 13F.

3 holders
  1. Dodge & CoxDodge & Cox investment committee
    EquityQ2 2026
    $1.29B0.68% portfolio
  2. Lone Pine CapitalSteve Mandel
    EquityQ2 2026
    $343.40M2.10% portfolio
  3. Markel GroupTom Gayner
    EquityQ2 2026
    $157.73M1.20% portfolio

Holdings reflect reported 13F data for each manager’s latest filing and may be delayed or incomplete.