Claude AI Bought This Overlooked Stock. Here's Why You Should Pay Attention
LPL Financial Holdings (NASDAQ:LPLA) doesn't manage money directly.
Lpl Financial Holdings Inc. (LPLA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Samlyn Capital Robert Pohly | 2,405,639 | $677,620,393 | +4% | 11.03% |
| 2. | Lone Pine Capital Stephen Mandel | 1,219,099 | $343,395,806 | -41% | 2.1% |
| 3. | SurgoCap Partners Mala Gaonkar | 1,063,218 | $299,487,246 | +5% | 9.68% |
| 4. | Darlington Partners Capital Scott W. Clark | 993,006 | $279,709,930 | +12% | 12.35% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 975,627 | $274,814,614 | 0.22% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $180.23 | 557 | $100,388.11 | 2,775 | 2023-05-04 | Filing | |
| $219.15 | 920 | $201,618.00 | 6,042 | 2022-11-18 | Filing | |
| $217.74 | 458 | $99,724.92 | 2,218 | 2022-11-18 | Filing | |
| $142.02 | 260 | $36,925.20 | 1,760 | 2022-03-08 | Filing | |
| $141.51 | 1,500 | $212,265.00 | 1,500 | 2022-03-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $355.38 | 4,119 | $1,463,810.22 | 23,602 | 2026-08-20 | Filing | |
| $355.51 | 1 | $355.51 | 13,121 | 2026-07-31 | Filing | |
| $354.52 | 51 | $18,080.52 | 13,122 | 2026-07-31 | Filing | |
| $353.37 | 296 | $104,597.52 | 13,173 | 2026-07-31 | Filing | |
| $352.77 | 463 | $163,332.51 | 13,469 | 2026-07-31 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,732,991 | $1,333,189,048 | 0.02% | |
| 2. | 4,578,679 | $1,289,722,301 | 0.68% | |
| 3. | 4,250,828 | $1,202,536,760 | 1.07% | |
| 4. | 4,198,356 | $1,182,594,898 | 0.48% | |
| 5. | 3,832,005 | $1,079,399,168 | 0.05% |
News See All
LPL Financial (LPLA) Declined Amid Structural Fee Pressure and AI Disruption
Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here.
10 Best Wide Moat Stocks to Buy According to Wall Street Analysts
On May 22, Reuters reported that UBS Global Wealth Management lifted its forecast for the S&P 500 for year-end 2026 to 7,900 from 7,500.
10 Best Large Cap Stocks to Buy in 2026 According to Billionaire Dan Loeb
US equity markets have bounced back from their losses amid the Iran War, driven by significant gains in large-cap stocks.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Q1 2026 Earnings Call Transcript
Operator: Good afternoon, and thank you for joining the First Quarter 2026 Earnings Conference Call for LPL Financial Holdings Inc.
LPL Financial Holdings Inc. (LPLA) Delivers Growth and Analyst Support
LPL Financial Holdings Inc. (NASDAQ:LPLA) is one of the high-growth, low P/E stocks to buy now. On February 10, Jefferies raised its price target on LPL Financial Holdings Inc.
10 High-Growth Low PE Stocks to Buy Now
The resilience of the US equity market is not showing any signs of fading, supported by a strong US economy, solid fourth-quarter 2025 earnings, and accommodative monetary policies.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Q4 2025 Earnings Call Transcript
LPL Financial Holdings Inc. (NASDAQ:LPLA) Q4 2025 Earnings Call Transcript January 29, 2026LPL Financial Holdings Inc. misses on earnings expectations.
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