13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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1

LPLA

LPL FINL HLDGS INC · Financials

Consensus score 1/100 · #212 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-07-30
vs 50-day avg
+10.5%
21-day momentum
+20.2%
recent volume
—

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.7%
of their portfolios
Combined value
$501M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Lone Pine Capital
Concentrated
2.1%
TRIM
Markel Group
Concentrated
1.2%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.