Whale Analyzer
LPLA Institutional Holders and 13F Ownership
Compare 8 tracked holders of LPLA, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, Lone Pine Capital, Markel Group, and First Pacific Advisors.
Continue to the live LPLA dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $1.29B | 4.6M | Increased | 2026-06-30 |
| Lone Pine Capital 13F holdings | $343.4M | 1.2M | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $173.1M | 566.1K | Increased | 2026-09-30 |
| First Pacific Advisors 13F holdings | $90.5M | 321.2K | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $45.4M | 161.3K | Increased | 2026-06-30 |
| HMI Capital Management 13F holdings | $33.4M | 118.6K | New | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $4.5M | 16.0K | Held | 2026-06-30 |
| Bridgewater Associates 13F holdings | $1.9M | 6.9K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Lone Pine Capital SEC filing (0000919574-26-005485) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- First Pacific Advisors SEC filing (0001377581-26-000007) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- HMI Capital Management SEC filing (0001469026-26-000005) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
Tracked-sample concentration
Reported position value for LPLA is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 65.1% of aggregate reported value in this sample
- Top 5 tracked holders: 98.0% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 8 tracked holders, 6 increased, 1 reduced, 1 held. Net positioning is net buying.
- Dodge & Cox ($1.29B) (▲ 10.4% qoq shares) · modeled avg cost estimate $318.16
- Lone Pine Capital ($343.4M) (▼ 40.5% qoq shares) · modeled avg cost estimate $36.49
- Markel Group ($173.1M) (▲ 1.1% qoq shares) · modeled avg cost estimate $229.18
- First Pacific Advisors ($90.5M) (▲ 0.2% qoq shares)
- National Pension Service ($45.4M) (▲ 14.8% qoq shares) · modeled avg cost estimate $226.35
- PRIMECAP Management Company ($4.5M) (→ 0.0% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 4 covered tracked holders is $255.55 versus a current price of $295.51, so LPLA trades above that estimate (+15.6%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
LPLA sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live LPLA dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on LPLA with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns LPLA stock?
Whale Analyzer tracks 8 public-disclosure holders of LPLA with a combined reported value of $1.98B. See the holder table above for the largest tracked positions.
Which top funds are buying LPLA?
Tracked holders were net buying last quarter — 6 increased, 1 reduced, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked LPLA sample?
The top five tracked holders account for 98.0% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does LPLA compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 4 covered tracked holders is $255.55 versus a current price of $295.51 (+15.6%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for LPLA?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive LPLA dashboard to explore them, or read our 13F Alpha Signals Guide.