Question 1

Which hedge funds and institutional investors hold LPLA?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for LPLA 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 LPLA whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for LPLA?

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 LPLA?

Accepted Answer

QoQ changes for LPLA 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
Dodge & Cox	4.1M	$1.2B	0.7%	$182.0B
Capital World	2.3M	$695.7M	0.1%	$732.9B
Lone Pine	2.0M	$616.7M	4.9%	$12.5B
State Street	1.9M	$560.5M	0.0%	$2896.4B
WCM	1.7M	$520.6M	1.2%	$43.8B
Kayne Anderson	1.3M	$391.0M	1.1%	$34.0B
Samlyn	896.0K	$269.5M	4.6%	$5.9B
Millennium	890.3K	$267.8M	0.1%	$240.3B
Markel	557.7K	$167.8M	1.4%	$11.9B
American Century	487.8K	$146.7M	0.1%	$194.3B
Epoch	403.4K	$121.3M	0.7%	$16.5B
Junto Capital	238.5K	$71.8M	1.5%	$4.7B
Geode Capital	206.9K	$62.3M	0.0%	$1607.5B
Cantillon	200.3K	$60.3M	0.4%	$15.1B
GGH	194.7K	$58.6M	0.7%	$8.3B
Hudson Bay	135.3K	$40.7M	0.1%	$29.0B
Jennison	135.2K	$40.7M	0.0%	$145.4B
Renaissance Tech	120.5K	$36.3M	0.1%	$63.9B
Schonfeld	89.8K	$27.0M	0.2%	$14.2B
Adage Capital	64.0K	$19.3M	0.0%	$64.8B
BlackRock	63.0K	$19.0M	0.0%	$5723.5B
DFA	60.6K	$18.2M	0.0%	$481.4B
Point72	50.6K	$15.2M	0.0%	$78.1B
Mawer	48.7K	$14.7M	0.1%	$15.4B
Citadel	42.0K	$12.6M	0.0%	$618.5B
Thornburg	37.0K	$11.1M	0.1%	$9.6B
Citadel	26.8K	$8.1M	0.0%	$618.5B
Citadel	23.9K	$7.2M	0.0%	$618.5B
PRIMECAP	16.0K	$4.8M	0.0%	$127.0B
Millennium	7.4K	$2.2M	0.0%	$240.3B
Millennium	6.4K	$1.9M	0.0%	$240.3B
Brevan Howard	6.3K	$1.9M	0.0%	$11.3B
Neuberger Berman (Eisman)	5.6K	$1.7M	0.0%	$131.4B
Franklin Templeton	3.2K	$956K	0.0%	$408.3B
Gabelli	3.0K	$902K	0.0%	$14.8B
Two Sigma	2.0K	$602K	0.0%	$123.9B
Tudor	1.5K	$451K	0.0%	$53.9B
Two Sigma	1.3K	$391K	0.0%	$123.9B
Winton	1.0K	$312K	0.0%	$2.9B
Fidelity (FMR)	746	$224K	—	$1898.4B
Point72	700	$211K	0.0%	$78.1B
Northern Trust	524	$158K	—	$756.6B
Man Group	296	$89K	0.0%	$55.1B
Wellington	226	$68K	—	$535.5B
AQR Capital	197	$59K	—	$218.4B
First Eagle	6	$2K	—	$59.0B

LPLA

Who Holds LPLA

Changes This Quarter