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Lone Pine Capital position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)1.22M sh
Reported value held$343.40M
Portfolio Weight2.10%
First reportedQ2 2022
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q2 2022 | 2.29M | $422.30M | New |
| Q3 2022 | 1.98M | $432.67M | Reduce |
| Q4 2022 | 2.01M | $433.92M | Add |
| Q1 2023 | 1.86M | $376.39M | Reduce |
| Q2 2023 | 2.00M | $435.52M | Add |
| Q3 2023 | 1.84M | $437.30M | Reduce |
| Q4 2023 | 1.84M | $418.85M | Hold |
| Q1 2024 | 1.69M | $445.20M | Reduce |
| Q2 2024 | 1.69M | $470.64M | Hold |
| Q3 2024 | 2.18M | $507.17M | Add |
| Q4 2024 | 1.92M | $627.80M | Reduce |
| Q1 2025 | 1.76M | $577.08M | Reduce |
| Q2 2025 | 1.87M | $702.04M | Add |
| Q3 2025 | 2.26M | $750.45M | Add |
| Q4 2025 | 2.07M | $741.11M | Reduce |
| Q1 2026 | 2.05M | $616.69M | Reduce |
| Q2 2026 | 1.22M | $343.40M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
- Vanguard Group 8.15M sh · $2.91B · Q4 2025
- BlackRock Inc 4.73M sh · $1.33B · Q2 2026
- Dodge & Cox 4.58M sh · $1.29B · Q2 2026
- Janus Henderson Group 3.67M sh · $1.10B · Q1 2026
- Principal Global Investors 2.68M sh · $756.31M · Q2 2026
- Capital World Investors 2.34M sh · $660.05M · Q2 2026
- Goldman Sachs Group 1.70M sh · $477.72M · Q2 2026
- Geode Capital Management 1.50M sh · $422.04M · Q2 2026
- MFS Investment Management 1.46M sh · $413.83M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026