LPLA research · 13F holders by reporting quarter
LPL Financial Holdings Inc. (LPLA): 13F holders, 2025Q4
The largest share positions in LPLA that the managers Kresmion follows reported on Form 13F for 2025Q4, as filed. The current quarter, the company's SEC filings and its recent events are on the LPLA research page.
LPLA positions held by the managers we follow (2025Q4)
What the managers we follow bought and sold in Q2 2026
| Manager / security | Market value | % of reported value | QoQ |
|---|---|---|---|
| LONE PINE CAPITAL LLC FundCUSIP 50212V100 · 2025Q4 | $741.1M | 5.44% | -8.0% |
| Third Point LLC FundCUSIP 50212V100 · 2025Q4 | $182.2M | 2.50% | -14.2% |
| CITADEL ADVISORS LLC FundCUSIP 50212V100 · 2025Q4 | $127.3M | 0.09% | n/a |
| MILLENNIUM MANAGEMENT LLC FundCUSIP 50212V100 · 2025Q4 | $108.8M | 0.08% | n/a |
| Bridgewater Associates, LP FundCUSIP 50212V100 · 2025Q4 | $42.3M | 0.15% | -43.3% |
| RENAISSANCE TECHNOLOGIES LLC FundCUSIP 50212V100 · 2025Q4 | $40.7M | 0.06% | +38.1% |
| D. E. Shaw & Co., Inc. FundCUSIP 50212V100 · 2025Q4 | $27.9M | 0.02% | n/a |
| Point72 Asset Management, L.P. FundCUSIP 50212V100 · 2025Q4 | $6.7M | 0.01% | n/a |
| TWO SIGMA INVESTMENTS, LP FundCUSIP 50212V100 · 2025Q4 | $705K | 0.00% | n/a |
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.