LPLA

Lpl Financial Holdings Inc

Latest period2026 - Q2Total superinvestors41

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 41 superinvestors own shares of Lpl Financial Holdings Inc (LPLA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Lpl Financial Holdings Inc (LPLA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Lpl Financial Holdings Inc (LPLA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Lpl Financial Holdings Inc (LPLA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 4435.22%
0.27%
$210.439M
747,086 shares@ 281.68 avg price
Aryn Sands@Family Wealth Partners, Llc
Recent Activity
Decreased -3.43%
5.98%
$19.456M
69,073 shares@ 281.68 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 0.45%
0.7%
$8.099M
28,751 shares@ 281.68 avg price
Mikael Aho@Handelsbanken Fonder Ab
Recent Activity
Increased 14.53%
0.03%
$7.285M
25,861 shares@ 281.7 avg price
Sandi King@Reinhart Partners, Llc.
Recent Activity
Decreased -6.03%
0.12%
$5.228M
18,559 shares@ 281.69 avg price
Robert Murphy@United Asset Strategies, Inc.
Recent Activity
Increased 4.67%
0.29%
$4.059M
14,409 shares@ 281.69 avg price
Soren Pihl@Pensiondanmark Pensionsforsikringsaktieselskab
Recent Activity
New Position
0.03%
$3.47M
12,320 shares@ 281.69 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 10.51%
0.06%
$3.416M
12,128 shares@ 281.69 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
Increased 7.12%
0.05%
$3.283M
11,655 shares@ 281.67 avg price
Douglas Kamin@Oliver Luxxe Assets Llc
Recent Activity
Increased 6.19%
0.47%
$3.141M
11,152 shares@ 281.69 avg price

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