Stephen Mandel - Lone Pine Capital
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,049,967 | 4.92 | Reduce 1.20% | 0.07 | $282.27–400.16 · VW $327.33i | $616,691,573 | SEC |
| 2025 Q4 | 2,074,948 | 5.44 | Reduce 8.01% | 0.44 | $310.70–395.75 · VW $362.14i | $741,109,177 | SEC |
| 2025 Q3 | 2,255,714 | 5.46 | Add 20.48% | 0.93 | $318.87–403.58 · VW $361.96i | $750,453,491 | SEC |
| 2025 Q2 | 1,872,248 | 5.08 | Add 6.14% | 0.29 | $262.83–390.23 · VW $338.13i | $702,036,833 | SEC |
| 2025 Q1 | 1,764,015 | 5.06 | Reduce 8.26% | 0.38 | $306.71–384.04 · VW $351.32i | $577,079,867 | SEC |
| 2024 Q4 | 1,922,748 | 4.66 | Reduce 11.81% | 0.45 | $222.75–336.40 · VW $292.41i | $627,796,449 | SEC |
| 2024 Q3 | 2,180,137 | 3.78 | Add 29.38% | 0.86 | $187.19–284.59 · VW $226.77i | $507,165,270 | SEC |
| 2024 Q2 | 1,685,070 | 3.82 | $279.30 | $470,640,051 | SEC | ||
| 2024 Q1 | 1,685,070 | 3.51 | Reduce 8.43% | 0.31 | $223.81–274.35 · VW $253.01i | $445,195,494 | SEC |
| 2023 Q4 | 1,840,114 | 3.62 | $227.62 | $418,846,749 | SEC | ||
| 2023 Q3 | 1,840,114 | 4.22 | Reduce 8.13% | 0.32 | $214.03–250.65 · VW $231.24i | $437,303,092 | SEC |
| 2023 Q2 | 2,003,058 | 3.99 | Add 7.71% | 0.29 | $179.00–219.18 · VW $201.64i | $435,524,901 | SEC |
| 2023 Q1 | 1,859,641 | 3.48 | Reduce 7.36% | 0.30 | $188.52–257.65 · VW $224.99i | $376,391,338 | SEC |
| 2022 Q4 | 2,007,322 | 4.14 | Add 1.36% | 0.06 | $203.90–271.56 · VW $236.89i | $433,922,797 | SEC |
| 2022 Q3 | 1,980,362 | 4.08 | Reduce 13.49% | 0.54 | $169.68–236.58 · VW $215.60i | $432,669,000 | SEC |
| 2022 Q2 | 2,289,151 | 3.98 | Buy | 3.98 | $165.47–220.80 · VW $191.35i | $422,303,000 | SEC |
| 2014 Q4 | 0 | 0.00 | Sell 100.00% | 1.92 | $38.34–46.06 · VW $42.46i | SEC | |
| 2014 Q3 | 8,518,366 | 1.92 | $46.05 | $392,271,000 | SEC | ||
| 2014 Q2 | 8,518,366 | 2.18 | $49.74 | $423,704,000 | SEC | ||
| 2014 Q1 | 8,518,366 | 2.43 | Buy | 2.43 | $46.23–56.45 · VW $52.38i | $447,555,000 | SEC |
Price snapshot:
Current price$321.06
Avg. buy price$229.03
+/- since buy40.18%
52-week low$260.15
52-week high$402.11