Question 1

Which hedge funds and institutional investors hold LPL?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for LPL shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for LPL whale holdings?

Accepted Answer

Conviction level reflects how significant LPL is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to LPL, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for LPL?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about LPL?

Accepted Answer

QoQ changes for LPL show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
American Century	2.7M	$10.3M	0.0%	$194.3B
Two Sigma	941.0K	$3.7M	0.0%	$123.9B
DE Shaw	855.8K	$3.3M	0.0%	$166.3B
State Street	853.6K	$3.3M	0.0%	$2896.4B
Point72	323.1K	$1.3M	0.0%	$78.1B
Renaissance Tech	176.4K	$684K	0.0%	$63.9B
Marshall Wace	151.8K	$589K	0.0%	$100.4B
DFA	118.9K	$462K	0.0%	$481.4B
Northern Trust	38.7K	$150K	—	$756.6B
Millennium	32.9K	$128K	0.0%	$240.3B
AQR Capital	4.9K	$19K	—	$218.4B
BlackRock	436	$2K	—	$5723.5B
Fidelity (FMR)	245	$951	—	$1898.4B
Acadian	26.9K	$103	0.0%	$70.5M

LPL

Who Holds LPL

Changes This Quarter