LPLA — LPL FINANCIAL HOLDINGS INC

Ownership history in IRIDIAN ASSET MANAGEMENT LLC/CT  ·  21 quarters on record

AI Ownership Summary

IRIDIAN ASSET MANAGEMENT LLC/CT reported LPL FINANCIAL HOLDINGS INC (LPLA) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.13% in 2024 Q3. The latest visible filing shows LPLA at 2.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LPLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRIDIAN ASSET MANAGEMENT LLC/CT's position in LPL FINANCIAL HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LPLA was reported at 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LPLA stock page IRIDIAN ASSET MANAGEMENT LLC/CT fund profile IRIDIAN ASSET MANAGEMENT LLC/CT full holdings
How IRIDIAN ASSET MANAGEMENT LLC/CT held LPLA — position size vs. price
% of Fund (quarterly)    LPLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,518 +5,133 +35.7% 2.38% $5.9M 2026-04-24 $321.00
2025 Q4 ADDED 14,385 +538 +3.9% 1.89% $5.1M 2026-01-23 $361.76
2025 Q3 REDUCED 13,847 -90 -0.6% 1.81% $4.6M 2025-10-24 $339.65
2025 Q2 REDUCED 13,937 -6,964 -33.3% 1.81% $5.2M 2025-08-14 $355.04
2025 Q1 REDUCED 20,901 -8,001 -27.7% 2.14% $6.8M 2025-04-30 $318.71
2024 Q4 REDUCED 28,902 -53,932 -65.1% 2.51% $9.4M 2025-01-28 $356.63
2024 Q3 ADDED 82,834 +36,212 +77.7% 4.13% $19.3M 2024-10-25 $259.55
2024 Q2 REDUCED 46,622 -13,392 -22.3% 2.94% $13.0M 2024-07-26 $219.74
2024 Q1 REDUCED 60,014 -141 -0.2% 3.11% $15.9M 2024-05-01 $263.39
2023 Q4 ADDED 60,155 +30,273 +101.3% 2.48% $13.7M 2024-01-26 $240.82
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LPLA

As of 2026 Q1 — sorted by position size

LYNWOOD PRICE CAPITAL MANAGEMENT LP 9.62% Ocean Park Asset Management, LLC 3Y 7.35% FAMILY WEALTH PARTNERS, LLC 7.35% WealthPoint Financial, LLC 2.23% Foster Victor Wealth Advisors, LLC 3Y 7Y 1.38% KWB Wealth 3Y 1.01% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.78% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.58% Perpetual Ltd 3Y 7Y 0.54% Yorktown Management & Research Co Inc 3Y 7Y 0.53%

FAQ About IRIDIAN ASSET MANAGEMENT LLC/CT and LPLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has IRIDIAN ASSET MANAGEMENT LLC/CT reported owning LPLA?

IRIDIAN ASSET MANAGEMENT LLC/CT reported LPLA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LPLA position in IRIDIAN ASSET MANAGEMENT LLC/CT's portfolio?

The largest reported portfolio weight for LPLA was 4.13% in 2024 Q3.

What is the latest reported LPLA position on this page?

The most recent filing on this page is 2026 Q1, when IRIDIAN ASSET MANAGEMENT LLC/CT reported 19,518 shares, equal to 2.38% of portfolio, with an estimated market value of $5.9M.

What does the chart on this LPLA ownership page compare?

The chart compares IRIDIAN ASSET MANAGEMENT LLC/CT's quarterly LPLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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