HCM
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HMI Capital Management’s LPL Financial LPLA Stock Holding History

HMI Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4M Buy
+118,600
New +$35.6M 4.69% 10
2025
Q2 		– Sell
-286,711
Closed -$93.8M – 11
2025
Q1 		$93.8M Sell
286,711
-114,532
-29% -$39.9M 5.11% 9
2024
Q4 		$131M Sell
401,243
-291,300
-42% -$86.1M 6.58% 8
2024
Q3 		$161M Buy
692,543
+122,900
+22% +$27.7M 6.67% 9
2024
Q2 		$159M Buy
569,643
+198,300
+53% +$53.8M 6.06% 9
2024
Q1 		$98.1M Buy
+371,343
New +$93.7M 3.61% 13
2019
Q1 		– Sell
-340,363
Closed -$20.8M – 9
2018
Q4 		$20.8M Sell
340,363
-99,089
-23% -$6.04M 2.37% 11
2018
Q3 		$28.3M Sell
439,452
-42,569
-9% -$2.82M 3.62% 9
2018
Q2 		$31.6M Hold
482,021
– – 3.94% 9
2018
Q1 		$29.4M Sell
482,021
-1,397,920
-74% -$86.6M 3.84% 9
2017
Q4 		$107M Hold
1,879,941
– – 12.42% 5
2017
Q3 		$96.9M Hold
1,879,941
– – 13.36% 4
2017
Q2 		$79.8M Hold
1,879,941
– – 12.55% 4
2017
Q1 		$74.9M Sell
1,879,941
-900,000
-32% -$35.4M 11.95% 5
2016
Q4 		$97.9M Hold
2,779,941
– – 15.29% 2
2016
Q3 		$83.1M Hold
2,779,941
– – 13.84% 3
2016
Q2 		$62.6M Hold
2,779,941
– – 11.8% 4
2016
Q1 		$68.9M Buy
2,779,941
+759,000
+38% +$20.5M 14.98% 4
2015
Q4 		$86.2M Buy
2,020,941
+175,000
+9% +$7.45M 21.29% 1
2015
Q3 		$73.4M Buy
1,845,941
+430,000
+30% +$18.5M 23.01% 1
2015
Q2 		$65.8M Buy
1,415,941
+473,000
+50% +$20.5M 25.2% 1
2015
Q1 		$41.4M Buy
942,941
+55,000
+6% +$2.43M 21.15% 1
2014
Q4 		$39.6M Buy
887,941
+252,941
+40% +$10.9M 18.7% 1
2014
Q3 		$29.2M Buy
635,000
+105,000
+20% +$5.06M 13.64% 2
2014
Q2 		$26.4M Buy
530,000
+88,000
+20% +$4.27M 13.62% 2
2014
Q1 		$23.2M Buy
442,000
+257,000
+139% +$13.6M 12.85% 1
2013
Q4 		$8.7M Buy
+185,000
New +$7.76M 6.07% 8

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMI Capital Management's LPLA Position: Q2 2026 in Review

HMI Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 118,600 shares worth $33.4M. The stake represents 4.69% of the portfolio and ranks #10 among its holdings. This is a return to the name: HMI Capital Management previously reported a position in LPLA as recently as Q1 2025.

HMI Capital Management first reported a position in LPLA in Q4 2013 and has held it in 27 quarters since. The position peaked at $161M in Q3 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • HMI Capital Management held 118,600 shares of LPL Financial worth $33.4M as of Q2 2026.
  • LPL Financial was a new HMI Capital Management position in Q2 2026.
  • LPL Financial made up 4.69% of HMI Capital Management's portfolio in Q2 2026, its #10 holding.
  • HMI Capital Management first reported a position in LPL Financial in Q4 2013 and has held it in 27 quarters since.
  • HMI Capital Management's LPL Financial position peaked at $161M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HMI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.