LPLA

Lpl Financial Holdings Inc

5 super-investor ownerscombined $2.06Blargest position 2.1%

1 TRIM1 EXIT

5 of the 83 super-investors we track hold LPLA, worth a combined $2.06B per their latest 13F filings. The largest position: Stephen Mandel at 2.1% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 25 of 100 (how strongly the cohort backs it) — ranked #548 of 742 stocks. The stock is up 7.4x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.

Held through it: First Pacific Advisors (44q straight), Stephen Mandel (16q straight), Lee Ainslie (14q straight) and 6 more. All multibaggers the cohort held →

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Why super-investors own LPLA

LPLA is held by 5 super-investors in our cohort, with a combined position value of $2.1B. The highest-conviction owner is Stephen Mandel at 2.1% of their portfolio. Cohort ownership has shrunk from 6 to 5 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 10

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Dodge & Cox Funds	0.7%	8q	$1.29B	4,578,679
2	Stephen Mandel	2.1%	17q	$343M	1,219,099
3	Joel Greenblatt	0.1%	37q	$181M	642,765
4	Thomas Gayner	1.2%	15q	$158M	559,951
5	First Pacific Advisors	1.1%	40q	$90M	321,244