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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HMI Capital Management's LPLA Position: Q2 2025 in Review

HMI Capital Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 286,711 shares — an estimated $93.8M sold.

HMI Capital Management first reported a position in LPLA in Q4 2013 and held it in 26 quarters. The position peaked at $161M in Q3 2024. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • HMI Capital Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • HMI Capital Management sold 286,711 LPL Financial shares in Q2 2025, an estimated $93.8M.
  • HMI Capital Management first reported a position in LPL Financial in Q4 2013 and held it in 26 quarters.
  • HMI Capital Management's LPL Financial position peaked at $161M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on HMI Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.