SAMLYN CAPITAL, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1421097 New York, NY

Back to LPLA Full portfolio

Position in LPLA

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

Position Value

$677,620,391

-$21,315,995 QoQ

Shares Held

2,405,639

+3.5% QoQ

Ownership

3.06%

of shares outstanding

% of Portfolio

11.28%

of 13F equity value

Holder Rank

of 761 holders

Holding Since

Mar 2020

26 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, 2026

SAMLYN CAPITAL, LLC holds $964,777,463 across 4 Capital Markets names. LPLA ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	2,405,639	$677,620,391
2	MS	Morgan Stanley	723,118	$151,160,585
3	MRX	Marex Group Ltd	1,483,250	$90,404,086
4	HOOD	Robinhood Markets, Inc.	454,651	$45,592,401

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,620,391	2,405,639	+3.5%	Shares	Defined	2026-08-14
2026-03-31	$698,936,386	2,323,360	+47.1%	Shares	Defined	2026-05-15
2025-12-31	$564,063,935	1,579,259	+17.3%	Shares	Defined	2026-02-17
2025-09-30	$447,965,087	1,346,494	+10.8%	Shares	Defined	2025-11-14
2025-06-30	$455,693,539	1,215,280	-13.3%	Shares	Defined	2025-08-14
2025-03-31	$458,406,559	1,401,255	-10.9%	Shares	Defined	2025-05-15
2024-12-31	$513,625,044	1,573,076	-4.4%	Shares	Defined	2025-02-14
2024-09-30	$382,837,793	1,645,694	+37.7%	Shares	Defined	2024-11-14
2024-06-30	$333,683,899	1,194,715	+8.0%	Shares	Defined	2024-08-14
2024-03-31	$292,226,335	1,106,080	-7.4%	Shares	Defined	2024-05-15
2023-12-31	$271,942,391	1,194,721	-13.4%	Shares	Defined	2024-02-14
2023-09-30	$327,906,854	1,379,789	-25.1%	Shares	Defined	2023-11-14
2023-06-30	$400,772,410	1,843,225	+4.0%	Shares	Defined	2023-08-14
2023-03-31	$358,832,530	1,772,888	+27.3%	Shares	Defined	2023-05-15
2022-12-31	$301,019,967	1,392,515	-13.9%	Shares	Defined	2023-02-14
2022-09-30	$353,340,930	1,617,269	-22.3%	Shares	Defined	2022-11-14
2022-06-30	$384,031,646	2,081,698	-6.1%	Shares	Defined	2022-08-15
2022-03-31	$404,905,468	2,216,474	-0.4%	Shares	Defined	2022-05-16
2021-12-31	$356,238,189	2,225,237	-14.4%	Shares	Defined	2022-02-14
2021-09-30	$407,705,639	2,600,827	+2.1%	Shares	Defined	2021-11-15
2021-06-30	$343,686,748	2,546,205	+2.3%	Shares	Defined	2021-08-16
2021-03-31	$353,715,971	2,488,154	-20.5%	Shares	Defined	2021-05-17
2020-12-31	$326,127,826	3,129,225	-6.1%	Shares	Defined	2021-02-16
2020-09-30	$255,605,205	3,333,836	-6.1%	Shares	Defined	2020-11-16
2020-06-30	$278,360,217	3,550,513	-5.9%	Shares	Defined	2020-08-14
2020-03-31	$205,389,153	3,773,455	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.