CANTILLON CAPITAL MANAGEMENT LLC has opened a new $131.8M position in $LPLA, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LPLA.
$LPLA Hedge Fund Activity
We have seen 374 institutional investors add shares of $LPLA stock to their portfolio, and 410 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 1,332,551 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $443,326,392
- WINSLOW CAPITAL MANAGEMENT, LLC removed 1,183,069 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $393,595,225
- M&T BANK CORP added 1,136,952 shares (+27955.5%) to their portfolio in Q4 2025, for an estimated $406,085,145
- CAPITAL WORLD INVESTORS added 996,806 shares (+37.9%) to their portfolio in Q4 2025, for an estimated $356,029,199
- JENNISON ASSOCIATES LLC removed 993,283 shares (-89.9%) from their portfolio in Q4 2025, for an estimated $354,770,889
- MILLENNIUM MANAGEMENT LLC added 965,693 shares (+1104.0%) to their portfolio in Q3 2025, for an estimated $321,276,404
- DODGE & COX added 627,546 shares (+23.2%) to their portfolio in Q3 2025, for an estimated $208,778,278
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- RICHARD STEINMEIER (Chief Executive Officer) has made 0 purchases and 6 sales selling 5,058 shares for an estimated $1,876,482.
- GREG GATES (Group Managing Director) has made 0 purchases and 37 sales selling 4,500 shares for an estimated $1,586,004.
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $57,098.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/30/2026
- Jefferies issued a "Buy" rating on 01/30/2026
- Barclays issued a "Overweight" rating on 01/30/2026
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- Morgan Stanley issued a "Overweight" rating on 10/01/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 11 analysts offer price targets for $LPLA in the last 6 months, with a median target of $435.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $435.0 on 01/30/2026
- Bill Katz from TD Cowen set a target price of $378.0 on 01/30/2026
- Michael Cho from JP Morgan set a target price of $439.0 on 01/30/2026
- Gerald O'Hara from Jefferies set a target price of $440.0 on 01/30/2026
- Michael Cyprys from Morgan Stanley set a target price of $447.0 on 12/22/2025
- Michael Brown from UBS set a target price of $406.0 on 12/11/2025
- Christopher Allen from Citigroup set a target price of $380.0 on 10/31/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $LPLA ticker page for more data.
