LPLA — LPL Financial Holdings Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
30
all time
Members · 12m
1
10 buys · 0 sells · by trade date
Latest filing
07-02
2026-07-02
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
8
13F holders
575
top 500 listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 30Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 14 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

14 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in LPLA

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing LPLA in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3110$10.0K to $150K2

1 member

Congressional disclosures

Newest filed firstAll 30 rows ↗
Latest congressional filings mentioning LPLA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-11 +21d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-05 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-19 +20d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-14 +25d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-12 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-07 +32d$1K–$15K
2026-05-15Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 2025-04-02 LATE·408d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-01 +7d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 04-06 +32d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-27 +11d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

All holders ↗
Top institutional holders of LPLA for quarter 2026-03-31, 1–25 of 575 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$1.5B1
derived ·§ EDGAR ↗
2Boston Partners$1.2B1
derived ·§ EDGAR ↗
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2B1
derived ·§ EDGAR ↗
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
derived ·§ EDGAR ↗
5Janus Henderson Group Ltd.$1.1B1
derived ·§ EDGAR ↗
6VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
derived ·§ EDGAR ↗
7PRINCIPAL FINANCIAL GROUP INC$793M1
derived ·§ EDGAR ↗
8SAMLYN CAPITAL, LLC$699M1
derived ·§ EDGAR ↗
9Capital World Investors$696M1
derived ·§ EDGAR ↗
10LONE PINE CAPITAL LLC$617M1
derived ·§ EDGAR ↗
11ALLIANCEBERNSTEIN L.P.$561M1
derived ·§ EDGAR ↗
12STATE STREET CORP$561M1
derived ·§ EDGAR ↗
13WCM INVESTMENT MANAGEMENT, LLC$521M1
derived ·§ EDGAR ↗
14FMR LLC$390M1
derived ·§ EDGAR ↗
15MORGAN STANLEY$386M1
derived ·§ EDGAR ↗
16BARROW HANLEY MEWHINNEY & STRAUSS LLC$329M1
derived ·§ EDGAR ↗
17SurgoCap Partners LP$307M1
derived ·§ EDGAR ↗
18CITADEL ADVISORS LLC$278M1
derived ·§ EDGAR ↗
19DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$269M1
derived ·§ EDGAR ↗
20MILLENNIUM MANAGEMENT LLC$268M1
derived ·§ EDGAR ↗
21WESTFIELD CAPITAL MANAGEMENT CO LP$265M1
derived ·§ EDGAR ↗
22DIMENSIONAL FUND ADVISORS LP$246M1
derived ·§ EDGAR ↗
23BANK OF AMERICA CORP /DE/$242M1
derived ·§ EDGAR ↗
24APG Asset Management N.V.$202M1
derived ·§ EDGAR ↗
25RAYMOND JAMES FINANCIAL INC$200M1
derived ·§ EDGAR ↗
Show the top 500 of 575 holders
Truncated by Public Filings. Top 500 of 575 holders shown; the rest are on EDGAR. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · LPLA

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · LPL FINL HLDGS INC

Merged timeline of congressional filings and notable-manager moves on LPLA
DateWhoChangeSize
2026-05-15Lone Pine Capital 13FTRIM−24,981 sh
2026-05-15Third Point 13FEXIT−510,000 sh
2026-05-15Bridgewater Associates 13FEXIT−118,294 sh
2026-05-15Moore Capital Management 13FEXIT−67,008 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)10 buy / 0 sell
Congress net ($ bound)$10.0K to $150K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.