Thomas Gayner - Markel Group
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 | 559,951 | 1.41 | $300.83 | $168,450,059 | SEC | ||
| 2025 Q4 | 559,951 | 1.59 | Add 1.20% | 0.02 | $310.70–395.75 · VW $362.14i | $199,997,699 | SEC |
| 2025 Q3 | 553,321 | 1.49 | Add 1.60% | 0.02 | $318.87–403.58 · VW $361.96i | $184,084,364 | SEC |
| 2025 Q2 | 544,604 | 1.73 | Add 1.02% | 0.02 | $262.83–390.23 · VW $338.13i | $204,210,161 | SEC |
| 2025 Q1 | 539,104 | 1.57 | Add 1.26% | 0.02 | $306.71–384.04 · VW $351.32i | $176,362,483 | SEC |
| 2024 Q4 | 532,404 | 1.53 | Add 2.31% | 0.03 | $222.75–336.40 · VW $292.41i | $173,835,230 | SEC |
| 2024 Q3 | 520,404 | 1.09 | Add 8.01% | 0.08 | $187.19–284.59 · VW $226.77i | $121,061,583 | SEC |
| 2024 Q2 | 481,791 | 1.32 | Add 6.05% | 0.08 | $255.64–289.88 · VW $275.48i | $134,564,227 | SEC |
| 2024 Q1 | 454,291 | 1.18 | Add 6.54% | 0.07 | $223.81–274.35 · VW $253.01i | $120,023,681 | SEC |
| 2023 Q4 | 426,386 | 1.06 | Add 41.53% | 0.31 | $200.18–241.72 · VW $222.15i | $97,053,983 | SEC |
| 2023 Q3 | 301,264 | 0.86 | Add 137.11% | 0.50 | $214.03–250.65 · VW $231.24i | $71,595,389 | SEC |
| 2023 Q2 | 127,059 | 0.33 | Add 545.95% | 0.28 | $179.00–219.18 · VW $201.64i | $27,626,438 | SEC |
| 2023 Q1 | 19,670 | 0.05 | Add 633.68% | 0.04 | $188.52–257.65 · VW $224.99i | $3,981,208 | SEC |
| 2022 Q4 | 2,681 | 0.01 | Buy | 0.01 | $203.90–271.56 · VW $236.89i | $579,552 | SEC |
Price snapshot:
Current price$321.06
Avg. buy price$240.60
+/- since buy33.44%
52-week low$260.15
52-week high$402.11