IRIDIAN ASSET MANAGEMENT LLC/CT
Position in LPLA — LPL Financial Holdings Inc.
CIK 1033427
WESTPORT, CT
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,674,934
+$1,803,335 QoQ
Shares Held
27,247
+39.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#177
of 761 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IRIDIAN ASSET MANAGEMENT LLC/CT holds $7,674,934 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
27,247 | $7,674,934 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,674,934 | 27,247 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,871,599 | 19,518 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,137,890 | 14,385 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,606,758 | 13,847 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,225,956 | 13,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,837,553 | 20,901 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,436,792 | 28,902 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,269,673 | 82,834 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,021,524 | 46,622 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,855,698 | 60,014 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,692,481 | 60,155 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,101,457 | 29,882 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $15,626,911 | 71,871 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,501,524 | 51,885 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,092,768 | 60,567 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $19,727,651 | 90,295 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,298,890 | 185,922 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $36,482,474 | 199,707 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $34,355,794 | 214,603 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $75,660,057 | 482,649 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $91,283,734 | 676,276 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $91,965,720 | 646,917 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||