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LPLA

LPL Financial Holdings Inc.

Security & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200CIK 1397911Held by 11 tracked managersEDGAR filings ↗10-K/10-Q ↗

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13 of 13 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Bridgewater Associates

Q2 2026Position history →

New+6,900—0.01%$<0.01B

Q2 2026Position history →

Add+432,132+10.4%0.68%$1.29B

Capital World Investors

Q2 2026Position history →

Add+30,820+1.3%0.08%$0.66B

WCM Investment Management

Q2 2026Position history →

Add+75,663+4.4%0.88%$0.49B

Holocene Advisors

Q2 2026Position history →

Add+44,832+10.7%0.30%$0.13B

First Pacific Advisors

Q2 2026Position history →

Add+620+0.2%1.1%$0.09B

Adage Capital Management

Q2 2026Position history →

Add+225,000+351.6%0.11%$0.08B

Renaissance Technologies

Q2 2026Position history →

Add+31,120+25.8%0.06%$0.04B

Lone Pine Capital

Q2 2026Position history →

Trim(830,868)(40.5%)2.1%$0.34B

Fairview Capital Investment Management

Q2 2026Position history →

Trim(8,725)(2.2%)5.7%$0.11B

Eminence Capital

Q1 2026Position history →

Exit(441,845)(100.0%)exited$0.16B

Cantillon Capital Management

Q2 2026Position history →

Exit(324,927)(100.0%)exited$0.10B

First Eagle Investment Management

Q2 2026Position history →

Exit(6)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.