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LONE PINE CAPITAL LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
17
Latest value
$343.4M
Q2 2026
Peak value
$750.5M
First seen
Q2 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2022 | $422.3M |
| Q3 2022 | $432.7M |
| Q4 2022 | $433.9M |
| Q1 2023 | $376.4M |
| Q2 2023 | $435.5M |
| Q3 2023 | $437.3M |
| Q4 2023 | $418.8M |
| Q1 2024 | $445.2M |
| Q2 2024 | $470.6M |
| Q3 2024 | $507.2M |
| Q4 2024 | $627.8M |
| Q1 2025 | $577.1M |
| Q2 2025 | $702M |
| Q3 2025 | $750.5M |
| Q4 2025 | $741.1M |
| Q1 2026 | $616.7M |
| Q2 2026 | $343.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $343.4M | 1.22M | — | — |
| Q1 2026 | $616.7M | 2.05M | — | — |
| Q4 2025 | $741.1M | 2.07M | — | — |
| Q3 2025 | $750.5M | 2.26M | — | — |
| Q2 2025 | $702M | 1.87M | — | — |
| Q1 2025 | $577.1M | 1.76M | — | — |
| Q4 2024 | $627.8M | 1.92M | — | — |
| Q3 2024 | $507.2M | 2.18M | — | — |
| Q2 2024 | $470.6M | 1.69M | — | — |
| Q1 2024 | $445.2M | 1.69M | — | — |
| Q4 2023 | $418.8M | 1.84M | — | — |
| Q3 2023 | $437.3M | 1.84M | — | — |
| Q2 2023 | $435.5M | 2.00M | — | — |
| Q1 2023 | $376.4M | 1.86M | — | — |
| Q4 2022 | $433.9M | 2.01M | — | — |
| Q3 2022 | $432.7M | 1.98M | — | — |
| Q2 2022 | $422.3M | 2.29M | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B