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Point72 Asset Management position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)507.35K sh
Reported value held$142.91M
Portfolio Weight0.17%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 518.28K | $81.25M | New |
| Q4 2021 | 211.30K | $33.83M | Reduce |
| Q1 2022 | 67.10K | $12.26M | Reduce |
| Q2 2022 | 10.80K | $1.99M | Reduce |
| Q4 2022 | 38.80K | $8.39M | New |
| Q1 2023 | 54.60K | $11.05M | Add |
| Q2 2023 | 57.90K | $12.59M | Add |
| Q3 2023 | 13.80K | $3.28M | Reduce |
| Q4 2023 | 2.50K | $569.05K | Reduce |
| Q2 2024 | 143.23K | $40.00M | New |
| Q3 2024 | 350.38K | $81.51M | Add |
| Q4 2024 | 147.09K | $48.03M | Reduce |
| Q4 2025 | 20.48K | $7.31M | New |
| Q1 2026 | 51.34K | $15.45M | Add |
| Q2 2026 | 507.35K | $142.91M | Add |
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
- Lone Pine Capital 1.22M sh · $343.40M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026