RENAISSANCE TECHNOLOGIES LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1037389
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,719,588
+$6,457,540 QoQ
Shares Held
151,660
+25.8% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#81
of 761 holders
Holding Since
Mar 2020
18 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, 2026RENAISSANCE TECHNOLOGIES LLC holds $1,205,006,435 across 47 Capital Markets names. LPLA ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,196,340 | $220,248,975 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,911,141 | $176,340,980 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
2,868,268 | $170,862,724 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
2,033,035 | $127,328,982 | |
| 5 | EVR |
Evercore Inc.
|
156,180 | $53,326,099 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
151,660 | $42,719,588 | |
| 7 | HUT |
Hut 8 Corp.
|
297,615 | $34,358,163 | |
| 8 | SNEX |
StoneX Group Inc.
|
426,249 | $33,673,671 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,719,588 | 151,660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,262,048 | 120,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,738,810 | 114,060 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,480,194 | 82,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,171,706 | 109,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,613,470 | 35,500 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $7,115,446 | 25,476 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $24,861,220 | 94,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,813,794 | 183,700 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,833,100 | 54,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,895,913 | 119,100 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,289,440 | 70,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,961,529 | 13,700 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $4,464,416 | 24,200 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $4,791,212 | 30,564 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,538,024 | 63,254 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $6,847,254 | 65,700 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $876,323 | 16,100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||