# LPL Financial Holdings (LPLA): value investors who own it

3 value investors held LPL Financial Holdings in their Q3 2026 13F, led by Markel Group, First Pacific Advisors (FPA), Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Markel Group | 1.2% | $158m | Unchanged | 15 |
| First Pacific Advisors (FPA) | 1.1% | $90.5m | Added +0.2% | 45 |
| Dodge & Cox | 0.7% | $1.3bn | Added +10% | 8 |
| Cantillon Capital Management | 0.0% | $0k | Sold out | 2 |
| First Eagle Investment Management | 0.0% | $0k | Sold out | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-11 | Reeping Katharine | Principal Accounting Officer | Sold | 439.949 | $153k |
| 2026-08-27 | Jambusaria Aneri | Group Managing Director | Sold | 308 | $110k |
| 2026-08-20 | Gates Greg | Group Managing Director | Sold | 4119 | $1.5m |
| 2026-07-31 | Enyedi Matthew | Group Managing Director | Sold | 463 | $163k |
| 2026-07-31 | Enyedi Matthew | Group Managing Director | Sold | 296 | $105k |
| 2026-07-31 | Enyedi Matthew | Group Managing Director | Sold | 189 | $66k |
| 2026-07-31 | Enyedi Matthew | Group Managing Director | Sold | 51 | $18k |
| 2026-07-31 | Enyedi Matthew | Group Managing Director | Sold | 1 | $0k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 0.6% | $79.9m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 0.5% | $66.6m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/lpla). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.