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LPL Financial Holdings Inc. (LPLA) research

LPL Financial Holdings Inc.
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Financial Services
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$353.78
As of
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You are seeing 5 of 31 signals recorded on LPLA since 2026-05-17.

The five above all landed on 2026-09-06. The other 26 were recorded on 3 other days. 26 of the 31 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in LPLA (2026Q2)

Manager / securityMarket value% portfolioQoQ
LONE PINE CAPITAL LLCCUSIP 50212V100 · 2026Q2$343.4M2.10%,
CITADEL ADVISORS LLCCUSIP 50212V100 · 2026Q2$181.1M0.02%,
Point72 Asset Management, L.P.CUSIP 50212V100 · 2026Q2$142.9M0.16%,
MILLENNIUM MANAGEMENT LLCCUSIP 50212V100 · 2026Q2$58.1M0.02%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 50212V100 · 2026Q2$42.7M0.06%,
Bridgewater Associates, LPCUSIP 50212V100 · 2026Q2$1.9M0.01%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, LPLA

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