LPL FINL HLDGS INC

$LPLA
Smart money positioned

14 of the Top-200 alpha managers hold $LPLA as of the latest 13F snapshot.

13F holders
750
Insider buys · 90d
0
Congress · 90d
8trades

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$LPLA is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.13%, with an average of 0.35% of portfolio. Largest holder: Winmill & Co. Inc. at 4.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 750 · Source: 13F-HR
01
Generation Investment Management LLP
1.30% of portfolio
12,256,460 sh
02
Hall Capital Management Co. Inc.
0.42% of portfolio
10,090,084 sh
03
Harvey Partners, LLC
11.92% of portfolio
4,479,880 sh
04
Al Warda Investments RSC Ltd
1.13% of portfolio
4,160,000 sh
05
Second Line Capital, LLC
0.69% of portfolio
4,146,547 sh
06
Keating Investment Counselors Inc.
1.48% of portfolio
3,899,115 sh
07
Thomas H Lee Partners LP
0.57% of portfolio
3,666,780 sh
08
Evergreen Capital Management LLC
0.11% of portfolio
2,670,759 sh
09
Immersion Corp.
4.92% of portfolio
2,049,967 sh
10
Nbc Securities, Inc.
0.23% of portfolio
1,883,514 sh
See all 750 13F holders · Pro →

Insider activity · last 90 days

36 transactions · 3 filers
05 Dec 2025
Steinmeier Richard
▼ SOLD
274
$373.20
S
05 Dec 2025
Steinmeier Richard
▼ SOLD
779
$372.20
S
05 Dec 2025
Steinmeier Richard
▼ SOLD
2,450
$371.23
S
05 Dec 2025
Steinmeier Richard
▼ SOLD
1,040
$370.62
S
05 Dec 2025
Steinmeier Richard
▼ SOLD
183
$368.63
S
05 Dec 2025
Steinmeier Richard
▼ SOLD
332
$367.06
S
05 Dec 2025
Gates Greg
▼ SOLD
39
$373.09
S
05 Dec 2025
Gates Greg
▼ SOLD
85
$372.32
S
05 Dec 2025
Gates Greg
▼ SOLD
410
$371.20
S
05 Dec 2025
Gates Greg
▼ SOLD
136
$370.44
S
05 Dec 2025
Gates Greg
▼ SOLD
34
$368.70
S
05 Dec 2025
Gates Greg
▼ SOLD
46
$367.95
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

14 disclosures · STOCK Act
House · Michigan · Traded May 12
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 14
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 7
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 19
SOLD
$1K–$15K
Jun 5STOCK
House · Oregon · Traded Apr 2
SOLD
$1K–$15K
May 18STOCK
House · Michigan · Traded Apr 6
SOLD
$1K–$15K
May 7STOCK
House · Michigan · Traded May 1
SOLD
$1K–$15K
May 7STOCK
House · Michigan · Traded Mar 27
SOLD
$1K–$15K
Apr 6STOCK
House · California · Traded Dec 10
BOUGHT
$1K–$15K
Jan 12STOCK
House · Michigan · Traded Dec 10
SOLD
$1K–$15K
Jan 9STOCK
See full $LPLA Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:53 UTC.