First Eagle Investment Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1325447
NEW YORK, NY
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,804
-$1,767 QoQ
Shares Held
6
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026First Eagle Investment Management, LLC holds $17,320,854 across 6 Capital Markets names. LPLA ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWP |
Perella Weinberg Partners
|
615,057 | $11,169,434 | |
| 2 | MC |
Moelis & Co
|
75,101 | $4,280,757 | |
| 3 | EVR |
Evercore Inc.
|
3,903 | $1,165,083 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
4,875 | $700,147 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
22 | $3,629 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
6 | $1,804 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,571 | 10 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||