LPLA (LPL Financial Holdings Inc.) Stock Analysis - Hedge Fund Holdings

LPL Financial Holdings Inc. (LPLA) is a publicly traded Financial Services sector company. As of May 19, 2026, LPLA trades at $291.96 with a market cap of $23.97B and a P/E ratio of 26.32. LPLA moved -1.27% today. Year to date, LPLA is -18.25%; over the trailing twelve months it is -23.14%. Its 52-week range spans $222.63 to $403.58. Analyst consensus is strong buy with an average price target of $394.22. Rallies surfaces LPLA's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns LPLA stock?

Hedge funds tracked by Rallies that own LPLA include Third Point, Harris Associates, Viking Global, Soros Fund, and Bridgewater Associates. The latest tracked quarter is Dec 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for LPL Financial Holdings Inc..

LPLA Key Metrics

Key financial metrics for LPLA
MetricValue
Price$291.96
Market Cap$23.97B
P/E Ratio26.32
EPS$11.28
Dividend Yield0.30%
52-Week High$403.58
52-Week Low$222.63
Volume381.01K
Avg Volume0
Revenue (TTM)$18.26B
Net Income$900.86M
Gross Margin0.00%

Top Hedge Funds Holding LPLA

  • Third Point holds 510.00K shares of LPLA, changed -14.16% as of Dec 31, 2025.
  • Harris Associates holds 135.47K shares of LPLA, changed -30.69% as of Mar 31, 2025.
  • Viking Global holds 130.00K shares of LPLA, changed +0.00% as of Jun 30, 2024.
  • Soros Fund holds 125.00K shares of LPLA, changed +0.00% as of Mar 31, 2025.
  • Bridgewater Associates holds 118.29K shares of LPLA, changed -43.33% as of Dec 31, 2025.

Latest LPLA News

Recent LPLA Insider Trades

  • Audette Matthew J sold 220 (~$72.04K) on Apr 15, 2026.
  • Audette Matthew J sold 189 (~$62.06K) on Apr 15, 2026.
  • Audette Matthew J sold 595 (~$197.00K) on Apr 15, 2026.

LPLA Analyst Consensus

10 analysts cover LPLA: 0 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $394.22.

Common questions about LPLA

Who owns LPLA stock?
Hedge funds tracked by Rallies that own LPLA include Third Point, Harris Associates, Viking Global, Soros Fund, and Bridgewater Associates. The latest tracked quarter is Dec 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for LPL Financial Holdings Inc..
Does Rallies show 13F holders for LPLA?
Yes. Rallies tracks hedge fund and 13F ownership data for LPLA, including fund names, share counts, latest tracked quarter, and position changes when available.
Is LPLA research on Rallies investment advice?
No. Rallies provides research, data, and educational context for LPLA. It does not provide personalized investment advice.
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