Who owns LPLA? 13F holders and whale ownership
LPLA is tracked across public portfolios in Whale Analyzer. This page answers who owns LPLA, which top funds are buying LPLA, aggregate disclosed value, and recent position changes based on public data. Dodge & Cox is the largest reported holder at $1.25B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (1 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $265.21. Top tracked holders include Dodge & Cox, Stephen Mandel, and Tom Gayner.
Continue to the live LPLA dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $1.25B | 4.1M | Increased |
| Stephen Mandel 13F portfolio Lone Pine Capital holdings | $616.7M | 2.0M | Reduced |
| Tom Gayner 13F portfolio Markel Group holdings | $168.5M | 560.0K | Held |
Ownership concentration
Reported ownership of LPLA is highly concentrated across tracked institutions.
- Single largest holder: 61.4% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 3 tracked institutions, 1 increased, 1 reduced, 1 held. Net positioning is net selling.
- Dodge & Cox — Dodge & Cox ($1.25B) (▲ 5.0% qoq shares) · avg cost $323.61
- Stephen Mandel — Lone Pine Capital ($616.7M) (▼ 1.2% qoq shares) · avg cost $157.13
- Tom Gayner — Markel Group ($168.5M) (→ 0.0% qoq shares) · avg cost $228.47
Whale cost basis vs current price
The aggregate tracked cost basis is $265.21 versus a current price of $268.75, so LPLA trades above its cost basis (+1.3%). Average unrealized P&L across tracked holders: 31%.
Sector positioning — Financials
LPLA sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live LPLA dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- JCI whale holders — Johnson Controls International PLC
- SCHW whale holders — The Charles Schwab Corp.
- RTX whale holders — RTX Corp.
- OXY whale holders — Occidental Petroleum Corp.
- MSFT whale holders — Microsoft Corp.
- BKNG whale holders — Booking Holdings, Inc.
- CVS whale holders — CVS Health Corp.
- MET-PF whale holders — MetLife, Inc.
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 3 public institutional holders of LPLA with a combined reported value of $2.03B. See the holder table above for the largest tracked positions.
Which top funds are buying LPLA?
Tracked institutions were net selling last quarter — 1 increased, 1 reduced, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is LPLA ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is LPLA above or below the whale cost basis?
The aggregate tracked cost basis is $265.21 versus a current price of $268.75 (+1.3%).
What does 13F ownership mean for LPLA?
Use the interactive LPLA dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.