ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1165408 Boston, MA

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$81,405,520

+$62,152,400 QoQ

Shares Held

289,000

+351.6% QoQ

Ownership

0.367%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#58

of 752 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $902,692,108 across 14 Capital Markets names. LPLA ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	216,089	$218,545,931
2	MS	Morgan Stanley	929,034	$194,205,267
3	SCHW	Schwab Charles Corp	1,117,039	$103,069,188
4	LPLA	LPL Financial Holdings Inc. This page	289,000	$81,405,520
5	HOOD	Robinhood Markets, Inc.	705,100	$70,707,428
6	PWP	Perella Weinberg Partners	3,311,618	$52,853,423
7	ETOR	eToro Group Ltd.	1,314,655	$51,889,432
8	MIAX	Miami International Holdings, Inc.	1,143,920	$42,508,067

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,405,520	289,000	+351.6%	Shares	Sole	2026-08-14
2026-03-31	$19,253,120	64,000	+60.0%	Shares	Sole	2026-05-15
2025-12-31	$14,286,800	40,000	+25.0%	Shares	Sole	2026-02-17
2025-06-30	$11,999,040	32,000	-28.9%	Shares	Sole	2025-08-14
2025-03-31	$14,721,300	45,000	+50.0%	Shares	Sole	2025-05-15
2024-12-31	$9,795,300	30,000	-61.1%	Shares	Sole	2025-02-14
2020-06-30	$6,049,422	77,161	+54.3%	Shares	Sole	2020-08-14
2020-03-31	$2,721,500	50,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.