LPL Financial Holdings Inc. hedge fund holdings
LPLANASDAQ$316.44+4.29 (+1.37%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
LPLA · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+1.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 311 | 254 | $2.88B | $2.44B | 750 | Aug 14, 2025 |
| Q3 2025 | 230 | 266 | $3.42B | $3.03B | 714 | Nov 14, 2025 |
| Q4 2025 | 257 | 245 | $2.41B | $2.8B | 779 | Feb 14, 2026 |
| Q1 2026 | 266 | 282 | $2.97B | $2.28B | 730 | May 15, 2026 |
| Q2 2026 | 239 | 268 | $2.91B | $2.96B | 723 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
723 filersNew position
75$912M+3.24M sh
Increased
164$2B+7.1M sh
Reduced
189-$2.69B-9.54M sh
Out / sold
79-$276M-981K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | Reduce 62.30% | -$684M | $414M | 0.13% | Aug 3, 2026 |
| Lone Pine Capital LLC | Reduce 40.53% | -$234M | $343M | 2.10% | Aug 14, 2026 |
| Dodge & Cox | Added 10.42% | +$122M | $1.29B | 0.68% | Aug 13, 2026 |
| Castle Hook Partners LP | New Buy | +$115M | $115M | 0.53% | Aug 14, 2026 |
| Cantillon Capital Management LLC | Sell 100% | -$97.7M | $0 | 0.00% | Jul 29, 2026 |
| APG Asset Management N.V. | Reduce 43.42% | -$82.7M | $108M | 0.26% | Aug 12, 2026 |
| Nomura Asset Management International Inc. | Reduce 78.36% | -$72.6M | $20M | 0.03% | Aug 14, 2026 |
| Junto Capital Management LP | Sell 100% | -$71.8M | $0 | 0.00% | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 14.62% | -$69.2M | $404M | 1.26% | Aug 13, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 351.56% | +$63.4M | $81.4M | 0.11% | Aug 14, 2026 |
| SCS Capital Management LLC | Added 1308.29% | +$55.9M | $60.1M | 0.57% | Aug 6, 2026 |
| Capricorn Fund Managers Ltd | New Buy | +$54.9M | $54.9M | 4.33% | Jul 24, 2026 |
| Longaeva Partners L.P. | New Buy | +$52.6M | $52.6M | 1.15% | Aug 14, 2026 |
| Freestone Grove Partners LP | New Buy | +$50.2M | $50.2M | 0.32% | Aug 14, 2026 |
| Goldentree Asset Management LP | New Buy | +$43.7M | $43.7M | 2.54% | Aug 14, 2026 |
| Solel Partners LP | New Buy | +$38.6M | $38.6M | 6.56% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Reduce 36.43% | -$37.4M | $65.3M | 0.09% | Aug 14, 2026 |
| HMI Capital Management, L.P. | New Buy | +$33.4M | $33.4M | 4.69% | Aug 14, 2026 |
| Westwood Holdings Group Inc | Sell 100% | -$32.9M | $0 | 0.00% | Aug 14, 2026 |
| PFA Pension, Forsikringsaktieselskab | Reduce 99.53% | -$32.2M | $151K | 0.00% | Aug 12, 2026 |
| Darlington Partners Capital Management, LP | Added 11.20% | +$28.2M | $280M | 12.35% | Aug 14, 2026 |
| Azora Capital LP | Added 23.06% | +$27.8M | $148M | 6.24% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Reduce 10.03% | -$24.9M | $223M | 0.73% | Aug 12, 2026 |
| Samlyn Capital, LLC | Added 3.54% | +$23.2M | $678M | 11.03% | Aug 14, 2026 |
| Jennison Associates LLC | Reduce 60.09% | -$22.9M | $15.2M | 0.01% | Aug 3, 2026 |
| WCM Investment Management, LLC | Added 4.36% | +$20.4M | $487M | 0.88% | Aug 13, 2026 |
| Prana Capital Management, LP | Added 29.04% | +$20.2M | $89.8M | 2.73% | Aug 14, 2026 |
| SummitTX Capital, L.P. | Added 386.36% | +$20.1M | $25.3M | 0.65% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 72.50% | -$19.1M | $7.25M | 0.00% | Aug 11, 2026 |
| Interval Partners, LP | Added 164.36% | +$19M | $30.6M | 0.79% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | New Buy | +$18.6M | $18.6M | 0.03% | Aug 13, 2026 |
| Wellington Management Group LLP | Reduce 45.22% | -$18.1M | $21.9M | 0.00% | Aug 14, 2026 |
| Lynwood Price Capital Management LP | Sell 100% | -$17.9M | $0 | 0.00% | Aug 7, 2026 |
| Hiddenite Capital Partners LP | New Buy | +$16.9M | $16.9M | 1.45% | Aug 13, 2026 |
| Ceredex Value Advisors LLC | Reduce 44.13% | -$16.5M | $20.9M | 0.59% | Aug 11, 2026 |
| Picton Mahoney Asset Management | Reduce 77.01% | -$15.8M | $4.73M | 0.04% | Aug 13, 2026 |
| Artemis Investment Management LLP | Sell 100% | -$15.6M | $0 | 0.00% | Jul 23, 2026 |
| Jain Global LLC | Reduce 46.34% | -$13.3M | $15.4M | 0.06% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 4.52% | +$12.8M | $295M | 0.18% | Aug 14, 2026 |
| Holocene Advisors, LP | Added 10.73% | +$12.6M | $130M | 0.29% | Aug 14, 2026 |
| Schroder Investment Management Group | Added 1572.97% | +$12.5M | $13.3M | 0.01% | Aug 13, 2026 |
| SurgoCap Partners LP | Added 4.15% | +$11.9M | $299M | 9.68% | Aug 14, 2026 |
| Coronation Fund Managers Ltd. | Reduce 13.94% | -$11.4M | $70.4M | 2.69% | Jul 27, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | Sell 100% | -$11.3M | $0 | 0.00% | Jul 24, 2026 |
| Epoch Investment Partners, Inc. | Added 9.63% | +$11.1M | $126M | 0.72% | Aug 13, 2026 |
| Swedbank AB | Reduce 54.48% | -$8.95M | $7.48M | 0.01% | Jul 15, 2026 |
| Capital World Investors | Added 1.33% | +$8.68M | $660M | 0.08% | Aug 12, 2026 |
| Donaldson Capital Management, LLC | Sell 100% | -$8.54M | $0 | 0.00% | Aug 5, 2026 |
| FJ Capital Management LLC | New Buy | +$8.44M | $8.44M | 1.10% | Aug 14, 2026 |
| Basswood Capital Management, L.L.C. | Reduce 90.33% | -$7.69M | $823K | 0.03% | Aug 14, 2026 |
| Tran Capital Management, L.P. | Added 1424.73% | +$7.42M | $7.94M | 0.91% | Jul 15, 2026 |
| Foster Victor Wealth Advisors, LLC | Reduce 29.82% | -$7.16M | $16.9M | 0.89% | Jul 22, 2026 |
| Heights Point Management, LP | New Buy | +$7.01M | $7.01M | 5.58% | Aug 14, 2026 |
| Aberdeen Group plc | Reduce 22.94% | -$6.36M | $21.4M | 0.03% | Jul 31, 2026 |
| BW Gestao de Investimentos Ltda. | New Buy | +$6.29M | $6.29M | 0.12% | Aug 14, 2026 |
| KR Capital LP | Added 124.84% | +$5.86M | $10.5M | 1.05% | Aug 14, 2026 |
| National Pension Service | Added 14.77% | +$5.85M | $45.4M | 0.03% | Aug 13, 2026 |
| Clarkston Capital Partners, LLC | Reduce 20.65% | -$5.61M | $21.5M | 1.82% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 52.38% | -$5.16M | $4.69M | 0.00% | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | Added 163.28% | +$5.12M | $8.25M | 0.23% | Aug 14, 2026 |
| Thornburg Investment Management Inc | Added 48.52% | +$5.06M | $15.5M | 0.15% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 12.16% | +$4.69M | $43.2M | 0.03% | Aug 13, 2026 |
| Freshford Capital Management, LLC | New Buy | +$4.68M | $4.68M | 1.60% | Aug 14, 2026 |
| Mawer Investment Management Ltd. | Added 31.85% | +$4.37M | $18.1M | 0.12% | Aug 7, 2026 |
| Gillson Capital LP | Added 69.45% | +$4.3M | $10.5M | 0.62% | Aug 14, 2026 |
| Champlain Investment Partners, LLC | Reduce 14.78% | -$4.21M | $24.3M | 0.62% | Aug 12, 2026 |
| 1248 Management, LLC | Sell 100% | -$4.17M | $0 | 0.00% | Aug 13, 2026 |
| Nordea Investment Management AB | Reduce 62.75% | -$4.14M | $2.46M | 0.00% | Aug 5, 2026 |
| Cinctive Capital Management LP | Sell 100% | -$4.09M | $0 | 0.00% | Aug 14, 2026 |
| Kornitzer Capital Management Inc | Sell 100% | -$4.06M | $0 | 0.00% | Jul 31, 2026 |
| Heron Bay Capital Management | Reduce 5.60% | -$3.93M | $66.3M | 6.00% | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | Added 18.09% | +$3.71M | $24.2M | 0.04% | Aug 14, 2026 |
| Argent Capital Management LLC | Reduce 44.77% | -$3.64M | $4.49M | 0.14% | Jul 15, 2026 |
| Tredje AP-fonden | Added 40.30% | +$3.53M | $12.3M | 0.06% | Aug 10, 2026 |
| ICICI Prudential Asset Management Co Ltd | Added 72.60% | +$3.37M | $8.01M | 0.88% | Aug 6, 2026 |
| Aigen Investment Management, LP | New Buy | +$3.21M | $3.21M | 0.88% | Aug 14, 2026 |
| Eagle Rock Investment Company, LLC | Reduce 58.83% | -$2.97M | $2.08M | 0.26% | Jul 9, 2026 |
| Catalyst Funds Management Pty Ltd | Reduce 57.14% | -$2.75M | $2.06M | 0.12% | Aug 10, 2026 |
| Oak Thistle LLC | Added 489.94% | +$2.66M | $3.2M | 0.31% | Jul 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 10.97% | +$2.66M | $26.9M | 0.01% | Aug 7, 2026 |
| J. Goldman & Co LP | Sell 100% | -$2.5M | $0 | 0.00% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Added 62.48% | +$2.48M | $6.46M | 0.03% | Jul 29, 2026 |
| Kennedy Capital Management LLC | Added 43.44% | +$2.47M | $8.15M | 0.14% | Aug 14, 2026 |
| Fairview Capital Investment Management, LLC | Reduce 2.23% | -$2.46M | $108M | 5.69% | Aug 14, 2026 |
| 2Xideas AG | Reduce 77.37% | -$2.43M | $711K | 0.31% | Aug 14, 2026 |
| LBP Am SA | Reduce 22.31% | -$2.36M | $8.23M | 0.08% | Jul 24, 2026 |
| Lord, Abbett & Co. LLC | Reduce 62.06% | -$2.22M | $1.36M | 0.00% | Aug 14, 2026 |
| Iridian Asset Management LLC | Added 39.60% | +$2.18M | $7.67M | 2.64% | Jul 29, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 25.05% | -$2.17M | $6.49M | 0.05% | Jul 31, 2026 |
| Foyston, Gordon & Payne Inc | Added 26.31% | +$2.14M | $10.3M | 2.20% | Aug 12, 2026 |
| Bamco Inc | Reduce 6.20% | -$2.13M | $32.2M | 0.05% | Aug 14, 2026 |
| Laurion Capital Management LP | Sell 100% | -$2.11M | $0 | 0.00% | Aug 13, 2026 |
| Wealthfront Advisers LLC | Reduce 77.03% | -$2.09M | $622K | 0.00% | Aug 7, 2026 |
| Illinois Municipal Retirement Fund | Reduce 51.70% | -$2.08M | $1.94M | 0.02% | Aug 12, 2026 |
| Cander Asset Management LP | Reduce 7.65% | -$2.05M | $24.8M | 4.59% | Aug 14, 2026 |
| Decatur Capital Management, Inc. | New Buy | +$2.04M | $2.04M | 0.69% | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduce 5.23% | -$2.01M | $36.5M | 0.29% | Aug 6, 2026 |
| Bridgewater Associates, LP | New Buy | +$1.94M | $1.94M | 0.01% | Aug 14, 2026 |
| Allstate Corp | Reduce 63.30% | -$1.87M | $1.08M | 0.01% | Aug 13, 2026 |
| Jackson Wealth Management, LLC | Sell 100% | -$1.81M | $0 | 0.00% | Aug 20, 2026 |