LPL Financial Holdings Inc. (LPLA)
- Sector
- Financial Services
- Last price
- $279.54
- As of
Kresmion compiles this page from LPLA's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
LPL Financial Holdings Inc. (LPLA): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-27.
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Preview the LPLA dossierActive events for LPLA
- high13F: funds added
3 tracked funds increased LPLA this 2026Q2, institutional consensus
- high13F: funds reduced
3 tracked funds reduced LPLA this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 65% of LPLA (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +1409% to LPLA (2026Q2)
- high13F: large increase
Point72 Asset Management, L.P. added +72378% to LPLA (2026Q2)
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Every event on LPLA, as it fires
You are seeing 5 of 11 events recorded on LPLA since 2026-05-17.
The five above landed across 2 days. The other 6 were recorded on 2 other days. 7 of the 11 are institutional flow rows, which arrive in batches on filing days.
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LPLA positions held by the managers we follow (2026Q2)
What the managers we follow bought and sold in Q2 2026
| Manager / security | Market value | % of reported value |
|---|---|---|
| LONE PINE CAPITAL LLC FundCUSIP 50212V100 · 2026Q2 | $343.4M | 2.10% |
| CITADEL ADVISORS LLC FundCUSIP 50212V100 · 2026Q2 | $181.1M | 0.10% |
| Point72 Asset Management, L.P. FundCUSIP 50212V100 · 2026Q2 | $142.9M | 0.22% |
| MILLENNIUM MANAGEMENT LLC FundCUSIP 50212V100 · 2026Q2 | $58.1M | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC FundCUSIP 50212V100 · 2026Q2 | $42.7M | 0.06% |
| Bridgewater Associates, LP FundCUSIP 50212V100 · 2026Q2 | $1.9M | 0.01% |
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. The share of reported value is each position's value over the sum of the values that manager reported for the quarter; option lines are not in that sum, as on each fund page. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, LPLA
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
More data on LPLA
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Cite this data
Kresmion counts the managers it follows that reported a non-option position in LPLA on Form 13F-HR for the latest reporting quarter, orders those positions by the value each filing reports, and lists the company's latest SEC filings and the events Kresmion recorded on LPLA in the last 180 days.
Upstream: SEC EDGAR filings for LPLA
Kresmion, "LPL Financial Holdings Inc. (LPLA) institutional holdings and SEC filings", data as of 2026-10-27, https://kresmion.com/research/LPLA. Upstream data: SEC EDGAR filings for LPLA.
Link to this data (HTML):
<a href="https://kresmion.com/research/LPLA">LPL Financial Holdings Inc. (LPLA) institutional holdings and SEC filings (Kresmion)</a>
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