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LPLA
LPL Financial Holdings Inc.Latest close $2966 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
6
27 funds tracked
Ever held
14
Current + past
New this quarter
0
Exited this quarter
4
Marquee-fund ownership over time
May 15, 2014May 15, 2020Aug 14, 2024May 15, 2026
Now
6
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Lone Pine Capital re-entered | Q2 2014 | 49Q | $40 | $296 | +639% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $195 | $296 | +51% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $215 | $296 | +37% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $215 | $296 | +37% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $215 | $296 | +37% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $215 | $296 | +37% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q3 2023 | Q2 2026 | → $299 | +34% |
| Two Sigma Investments | Q3 2024 | Q2 2026 | → $300 | +39% |
| Third Point | Q4 2024 | Q2 2026 | → $299 | -4% |
| D.E. Shaw | Q3 2024 | Q2 2026 | → $300 | +39% |
| Maverick Capital 3× in & out | Q1 2024 | Q4 2025 | → $370 | +47% |
| Soros Fund Management | Q2 2025 | Q3 2025 | → $355 | -7% |
| Viking Global Investors | Q3 2024 | Q4 2024 | → $313 | +45% |
| Coatue Management | Q1 2020 | Q2 2020 | → $61 | -33% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LPL Financial Holdings Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
17
Filings · last 90d
27
Total on file
683
Recent SEC buffer
Most recent
Jun 8, 2026
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-041562Jun 8, 2026
- Form 40001628280-26-041556Jun 8, 2026
- Form 40001628280-26-041550Jun 8, 2026
- Form 40001628280-26-041542Jun 8, 2026
- Form 40001628280-26-041537Jun 8, 2026
- Form 40001628280-26-041532Jun 8, 2026
- Form 40001628280-26-041528Jun 8, 2026
- Form 40001628280-26-036493May 19, 2026
- Form 40001628280-26-036485May 19, 2026
- Form 40001628280-26-036482May 19, 2026
- Form 40001628280-26-036479May 19, 2026
- Form 40001628280-26-036473May 19, 2026
- Form 40001628280-26-036468May 19, 2026
- Form 40001628280-26-036463May 19, 2026
- Form 40001628280-26-036454May 19, 2026
Showing 15 of 683 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · LPL Financial Holdings Inc.Annual figures sourced directly from LPL Financial Holdings Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$16.99B
FY2025+37% YoY
Net income
$863.02M
FY2025-18% YoY
EPS (diluted)
$10.92
FY2025-22% YoY
Free cash flow(?)
-$981.78M
FY2025-245% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LPL Financial Holdings Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 15, 2026
- 10-QQuarterly reportMay 4, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 2, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 8, 2026
- 10-QQuarterly reportNov 3, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportAug 4, 2025
- 8-KMaterial eventAug 1, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KMaterial eventJul 3, 2025
- 8-KMaterial eventJun 3, 2025
- 8-KMaterial eventMay 23, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $322 | $296 | -8% |
| Citadel Advisors | Q4 2025 | open | $370 | $296 | -20% |
| Soros Fund Management | Q2 2025 | Q3 2025 | $380 | $355 | -7% |
| Renaissance Technologies | Q2 2025 | open | $384 | $296 | -23% |
| Third Point | Q4 2024 | Q2 2026 | $313 | $299 | -4% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $215 | $380 | +76% |
| Two Sigma Investments | Q3 2024 | Q2 2026 | $215 | $300 | +39% |
| Viking Global Investors | Q3 2024 | Q4 2024 | $215 | $313 | +45% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $215 | $300 | +39% |
| AQR Capital Management | Q3 2024 | open | $215 | $296 | +37% |
| Millennium Management | Q3 2024 | open | $215 | $296 | +37% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | $215 | $380 | +76% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $195 | $313 | +60% |
| Maverick Capital | Q1 2024 | Q4 2025 | $252 | $370 | +47% |
| Bridgewater Associates | Q3 2023 | Q2 2026 | $223 | $299 | +34% |
| Lone Pine Capital | Q3 2022 | open | $222 | $271 | +22% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $127 | $185 | +46% |
| Coatue Management | Q1 2020 | Q2 2020 | $91 | $61 | -33% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $91 | $59 | -35% |
| Maverick Capital | Q2 2019 | Q4 2022 | $78 | $227 | +192% |
| Maverick Capital | Q2 2017 | Q1 2018 | $39 | $58 | +49% |
| Lone Pine Capital | Q2 2014 | Q1 2015 | $40 | $39 | -2% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.