LPLA LPL FINL HLDGS INC

Ownership history in Third Point LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Third Point LLC reported a position in LPL FINL HLDGS 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
3.12% (2025 Q1)
Avg. % of fund
2.55%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 510,000 -84,143 -14.2% 2.50% $182.2M $356.83
2025 Q3 REDUCED 594,143 -30,857 -4.9% 2.20% $197.7M $332.11
2025 Q2 UNCHANGED 625,000 0% 3.08% $234.4M $374.00
2025 Q1 REDUCED 625,000 -30,000 -4.6% 3.12% $204.5M $326.04
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LPLA price (monthly, adj. close)
← Back to Third Point LLC Holdings