Perpetual Ltd has opened a new $36.2M 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 364 institutional investors add shares of $LPLA stock to their portfolio, and 374 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 2,612,184 shares (+15960.1%) to their portfolio in Q3 2025, for an estimated $869,047,494
- 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
- MILLENNIUM MANAGEMENT LLC added 965,693 shares (+1104.0%) to their portfolio in Q3 2025, for an estimated $321,276,404
- EGERTON CAPITAL (UK) LLP removed 832,516 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $276,969,748
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 800,171 shares (+32.8%) to their portfolio in Q3 2025, for an estimated $266,208,889
- 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 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- GREG GATES (Group Managing Director) has made 0 purchases and 47 sales selling 6,000 shares for an estimated $2,147,073.
- RICHARD STEINMEIER (Chief Executive Officer) has made 0 purchases and 6 sales selling 5,058 shares for an estimated $1,876,482.
- 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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/08/2026
- 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 $433.0.
Here are some recent targets:
- Bill Katz from TD Cowen set a target price of $399.0 on 01/14/2026
- Michael Cho from JP Morgan set a target price of $433.0 on 01/13/2026
- Benjamin Budish from Barclays set a target price of $444.0 on 01/08/2026
- 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
- Devin Ryan from Citizens set a target price of $475.0 on 10/31/2025
- 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.
