LPL Financial Holdings Inc. – Investors and Politicians Who Own It
LPLA
Investors who own it
10 tracked investors, $2.3B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Dodge & CoxQ2 2026 | $1.3B | 0.68% |
Stephen MandelLone Pine Capital, Q2 2026 | $343.4M | 2.10% |
SurgoCap PartnersQ2 2026 | $299.5M | 9.68% |
Tom GaynerMarkel Group, Q2 2026 | $157.7M | 1.20% |
Castle Hook PartnersQ2 2026 | $114.6M | 0.53% |
| $45.4M | 0.03% | |
Anand ParekhAlyeska Investment Group, Q2 2026 | $43.7M | 0.11% |
Rob CitroneDiscovery Capital Management, Q2 2026 | $26.3M | 1.09% |
Ray DalioBridgewater Associates, Q2 2026 | $1.9M | 0.01% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $790.3K | 0.01% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $238.5K | 0.55% |
Markwayne MullinR-OK · Senate | $93.5K | 0.91% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Stephen Mandel | Reduced −41% | 1,219,099 |
| Castle Hook Partners | New | 406,916 |
| Dodge & Cox | Added +10% | 4,578,679 |
| Rob Citrone | New | 93,500 |
| SurgoCap Partners | Added +4.2% | 1,063,218 |
| National Pension Service (Korea) | Added +15% | 161,309 |
| Anand Parekh | Reduced −0.3% | 155,023 |
| Ray Dalio | New | 6,900 |
| Barry Ritholtz | Reduced −2.1% | 2,806 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jun 11, 2026disclosed Jul 2, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jun 5, 2026disclosed Jul 2, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 19, 2026disclosed Jun 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 14, 2026disclosed Jun 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 12, 2026disclosed Jun 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 7, 2026disclosed Jun 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | May 1, 2026disclosed May 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Apr 6, 2026disclosed May 8, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Mar 27, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Dec 10, 2025disclosed Jan 12, 2026 |
Markwayne MullinJointR-OK · Senate | Bought$15K–$50K | May 13, 2025disclosed Jun 11, 2025 |
Val T. HoyleSpouseD-OR · House | Sold$1K–$15K | Apr 2, 2025disclosed May 15, 2026 |
Val T. HoyleSpouseD-OR · House | Bought$1K–$15K | Mar 3, 2025disclosed Sep 12, 2025 |
Markwayne MullinJointR-OK · Senate | Bought$50K–$100K | Feb 13, 2025disclosed Feb 27, 2025 |
John JamesR-MI · House | Sold$1K–$15K | Jul 18, 2024disclosed Sep 2, 2024 |
John JamesR-MI · House | Bought$1K–$15K | Nov 10, 2023disclosed Sep 2, 2024 |
Susie LeeJointD-NV · House | Sold$15K–$50K | Apr 20, 2023disclosed May 12, 2023 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Jun 15, 2021disclosed Jul 13, 2021 |
Sara JacobsD-CA · House | Sold$15K–$50K | Apr 9, 2021disclosed May 28, 2021 |
Sara JacobsD-CA · House | Bought$15K–$50K | Feb 19, 2021disclosed Mar 12, 2021 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Oct 19, 2020disclosed Dec 8, 2020 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Sep 28, 2020disclosed Oct 24, 2020 |
Susie LeeJointD-NV · House | Sold part$1K–$15K | Nov 21, 2019disclosed Jan 16, 2020 |
Susie LeeJointD-NV · House | Sold part$1K–$15K | Oct 25, 2019disclosed Dec 5, 2019 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Jul 12, 2019disclosed Aug 29, 2019 |
Susie LeeJointD-NV · House | Sold$1K–$15K | Jan 24, 2019disclosed Mar 4, 2019 |