Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LPL FINL HLDGS INC (LPLA)

761 + Investors. Track Smart Money conviction in LPLA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

761+

Inst. Holders

Hedge Fund Ownership: LPLA

How many hedge funds hold LPLA — quarterly history vs. share price
Quarterly hedge fund ownership of LPLA vs. share price

Market Analysis: LPLA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LPLA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy LPL FINL HLDGS INC (LPLA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LPLA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
LPLA
-3.5%
XLF
+5.8%

LPLA outperformed XLF by -9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
LPLA
-5.0%
XLF
+2.2%

Since the filing became public, LPLA outperformed XLF by -7.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 10 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: LPLA
761 + Investors

Track Smart Money conviction in LPLA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 761 816 -6.74%
13F Shares 82M 83M -1.15%
Total Value $24.16B $29.03B -16.76%
New Positions 98 166 -68
Increased Positions 281 252 +29
Closed Positions 153 94 +59
Reduced Positions 257 273 -16
Total Calls 11 12 -8.33%
Total Puts 15 8 87.5%
PUT/CALL Ratio 1.36 0.67 Bearish

Statistics: LPLA

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Financial Highlights

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Institutional Holders (2026 Q1)

761 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LPLA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of LPLA — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 12.07% 893,006 $268.6M
2 SAMLYN CAPITAL, LLC 11.92% 2,323,360 $698.9M
3 Teca Partners, LP 10.39% 50,078 $15.1M
4 SurgoCap Partners LP 10.25% 1,020,839 $307.1M
5 LYNWOOD PRICE CAPITAL MANAGEMENT LP 9.62% 59,500 $17.9M
6 Azora Capital LP 8.45% 427,338 $128.6M
7 FAMILY WEALTH PARTNERS, LLC 7.35% 71,531 $21.5M
8 Ocean Park Asset Management, LLC 7.35% 71,531 $21.5M
9 Heron Bay Capital Management 6.91% 249,212 $75.0M
10 LRZ CAPITAL LLC 6.77% 44,950 $13.5M
11 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6.40% 391,686 $117.8M
12 Cander Asset Management LP 5.15% 95,330 $28.7M
13 LONE PINE CAPITAL LLC 4.92% 2,049,967 $616.7M
14 Saraza Management, LP 4.36% 34,600 $10.4M
15 WINMILL & CO. INC 4.04% 46,500 $14.0M
16 Coronation Fund Managers Ltd. 3.98% 290,443 $87.4M
17 Karl Kapital LLC 3.75% 17,994 $5.4M
18 Fremen Capital Management LP 2.85% 11,078 $3.3M
19 IRIDIAN ASSET MANAGEMENT LLC/CT 2.38% 19,518 $5.9M
20 Prossimo Advisors, LLC 2.38% 1,300 $391K
21 Prana Capital Management, LP 2.26% 247,123 $74.3M
22 WealthPoint Financial, LLC 2.23% 7,190 $2.6M
23 Clarkston Capital Partners, LLC 2.21% 96,404 $29.0M
24 ICON ADVISERS INC/CO 2.00% 28,748 $8.6M
25 Foyston, Gordon & Payne Inc 1.99% 28,724 $8.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LPL FINL HLDGS INC (LPLA)

Is it too late to buy LPL FINL HLDGS INC (LPLA) following the 2026 Q1 hedge fund 13F filings?

As of today, LPLA has moved -5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -7.2%. Since the quarter end (March 31, 2026), LPLA has gained -3.5% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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