HMI Capital Management, L.P.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1469026
SAN FRANCISCO, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,407,248
-$60,387,388 QoQ
Shares Held
118,600
-58.6% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
4.87%
of 13F equity value
Holder Rank
#91
of 761 holders
Holding Since
Mar 2024
6 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, 2026HMI Capital Management, L.P. holds $78,792,412 across 2 Capital Markets names. LPLA ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
455,400 | $45,385,164 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
118,600 | $33,407,248 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,407,248 | 118,600 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $93,794,636 | 286,711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $131,009,851 | 401,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $161,106,278 | 692,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $159,101,289 | 569,643 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $98,108,820 | 371,343 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||