LPLA — LPL FINANCIAL HOLDINGS INC

Ownership history in Quantbot Technologies LP  ·  15 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in LPL FINANCIAL HOLDINGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2019 Q1)
Avg. % of fund
0.05%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 242 -2,999 -92.5% 0.00% $81K $332.11
2025 Q2 ADDED 3,241 +2,490 +331.6% 0.03% $1.2M $374.00
2024 Q1 REDUCED 751 -4,497 -85.7% 0.01% $198K $262.11
2021 Q2 ADDED 5,248 +2,598 +98.0% 0.06% $708K $131.95
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LPLA price (monthly, adj. close)

Other funds also holding LPLA

As of 2025 Q4 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 13.13% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.17% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 11.19% Azora Capital LP 3Y 7Y 10.08% SurgoCap Partners LP 9.84% SAMLYN CAPITAL, LLC 3Y 7Y 8.99% Teca Partners, LP 3Y 8.46% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 7.59% Fremen Capital Management LP 6.23% Heron Bay Capital Management 3Y 5.71%
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