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Renaissance Technologies position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)151.66K sh
Reported value held$42.72M
Portfolio Weight0.06%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 30.56K | $4.79M | New |
| Q2 2022 | 24.20K | $4.46M | New |
| Q4 2022 | 13.70K | $2.96K | New |
| Q1 2023 | 70.60K | $14.29K | Add |
| Q2 2023 | 119.10K | $25.90K | Add |
| Q3 2023 | 54.00K | $12.83K | Reduce |
| Q4 2023 | 183.70K | $41.81K | Add |
| Q1 2024 | 94.10K | $24.86K | Reduce |
| Q2 2024 | 25.48K | $7.12M | Reduce |
| Q1 2025 | 35.50K | $11.61M | New |
| Q2 2025 | 109.80K | $41.17M | Add |
| Q3 2025 | 82.60K | $27.48M | Reduce |
| Q4 2025 | 114.06K | $40.74M | Add |
| Q1 2026 | 120.54K | $36.26M | Add |
| Q2 2026 | 151.66K | $42.72M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
- Vanguard Group 8.15M sh · $2.91B · Q4 2025
- BlackRock Inc 4.73M sh · $1.33B · Q2 2026
- Dodge & Cox 4.58M sh · $1.29B · Q2 2026
- Janus Henderson Group 3.67M sh · $1.10B · Q1 2026
- Principal Global Investors 2.68M sh · $756.31M · Q2 2026
- Capital World Investors 2.34M sh · $660.05M · Q2 2026
- Goldman Sachs Group 1.70M sh · $477.72M · Q2 2026
- Geode Capital Management 1.50M sh · $422.04M · Q2 2026
- MFS Investment Management 1.46M sh · $413.83M · Q2 2026
- Lone Pine Capital 1.22M sh · $343.40M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026