6 hedge funds and family offices disclose a LPLA position in their latest SEC 13F filing — combined $1.13B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 2,074,948 | $741.1M | 5.44% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 559,951 | $157.7M | 1.20% | 2026-06-30 |
| 3 | Steven Romick | First Pacific Advisors LP | 387,412 | $138.4M | 1.82% | 2025-12-31 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 254,813 | $91.0M | 0.99% | 2025-12-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 6,900 | $1.9M | 0.01% | 2026-06-30 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 15 | $5K | 0.00% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold LPLA. The largest disclosed position is Stephen Mandel at $741.1M (5.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LPLA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
6 hedge funds and family offices disclose a LPLA position in their latest SEC 13F filing — combined $1.13B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 2,074,948 | $741.1M | 5.44% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 559,951 | $157.7M | 1.20% | 2026-06-30 |
| 3 | Steven Romick | First Pacific Advisors LP | 387,412 | $138.4M | 1.82% | 2025-12-31 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 254,813 | $91.0M | 0.99% | 2025-12-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 6,900 | $1.9M | 0.01% | 2026-06-30 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 15 | $5K | 0.00% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold LPLA. The largest disclosed position is Stephen Mandel at $741.1M (5.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LPLA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
