Which hedge funds own LPLA? LPL FINL HLDGS INC, Q2 2026 13F holders
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15 of the hedge funds tracked by WhaleCreep disclosed a position in LPLA (LPL FINL HLDGS INC) in their Q2 2026 13F filings, worth $1.7bn in total. The largest holder by portfolio weight is Lone Pine Capital at 2.1% of its book. 5 managers opened a new position this quarter: Discovery Capital Management, Moore Capital Management, Marshall Wace, Tudor Investment. 2 exited: Cantillon Capital Management, Junto Capital Management.
15tracked managers holding
5opened this quarter
2exited this quarter
Which hedge funds hold LPLA? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Lone Pine Capital | Q2 2026 | 2.1% | $343.4m | 1,219,099 | -41% | reduced |
| Discovery Capital Management | Q2 2026 | 1.1% | $26.3m | 93,500 | – | new |
| WCM Investment Management | Q2 2026 | 0.7% | $487.3m | 1,810,058 | 4% | added |
| Moore Capital Management | Q2 2026 | 0.4% | $15.7m | 55,840 | – | new |
| Holocene Advisors | Q2 2026 | 0.3% | $130.3m | 462,479 | 11% | added |
| Marshall Wace | Q2 2026 | 0.2% | $274.8m | 975,627 | – | new |
| Point72 Asset Management LP | Q2 2026 | 0.2% | $142.9m | 507,345 | 902% | added |
| Citadel Advisors | Q2 2026 | 0.1% | $181.1m | 642,765 | -30% | reduced |
| Brevan Howard Capital Management | Q2 2026 | 0.1% | $5.4m | 19,275 | 208% | added |
| Renaissance Technologies LLC | Q2 2026 | 0.1% | $42.7m | 151,660 | 26% | added |
| Millennium Management | Q2 2026 | 0.0% | $58.1m | 206,159 | -77% | reduced |
| Woodline Partners | Q2 2026 | 0.0% | $12.1m | 43,044 | 1279% | added |
| Markel Group | Q2 2026 | 0.0% | $1.3m | 559,951 | 0% | held |
| Tudor Investment | Q2 2026 | 0.0% | $2.7m | 9,632 | – | new |
| Bridgewater Associates | Q2 2026 | 0.0% | $1.9m | 6,900 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Cantillon Capital Management | 3.0% | $75.0m |
| Junto Capital Management | 3.3% | $71.8m |
How has hedge fund ownership of LPLA changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 15 | $1.7bn |
| Q1 2026 | 12 | $2.0bn |
| Q4 2025 | 16 | $2.4bn |
| Q3 2025 | 9 | $2.1bn |
| Q2 2025 | 12 | $2.5bn |
| Q1 2025 | 15 | $2.3bn |
| Q4 2024 | 14 | $2.2bn |
| Q3 2024 | 12 | $1.7bn |
| Q2 2024 | 12 | $1.5bn |
| Q1 2024 | 8 | $1.3bn |
| Q4 2023 | 11 | $1.3bn |
| Q3 2023 | 11 | $1.5bn |
| Q2 2023 | 13 | $1.5bn |
| Q1 2023 | 11 | $1.3bn |
| Q4 2022 | 11 | $1.5bn |
| Q3 2022 | 7 | $1.4bn |
Counts every tracked manager that disclosed LPLA in that quarter's filing, including managers that have since stopped filing.