PICTON MAHONEY ASSET MANAGEMENT
Position in LPLA — LPL Financial Holdings Inc.
CIK 1539041
Toronto, A6
Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,975,631
+$9,327,170 QoQ
Shares Held
73,050
+106.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $150,394,110 across 13 Capital Markets names. LPLA ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
353,629 | $33,234,053 | |
| 2 | MS |
Morgan Stanley
|
186,230 | $30,647,871 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
73,050 | $21,975,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
237,345 | $16,448,008 | |
| 5 | TW |
Tradeweb Markets Inc.
|
101,902 | $11,989,789 | |
| 6 | SF |
Stifel Financial Corp
|
140,442 | $10,381,472 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
116,270 | $7,798,228 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
346,627 | $6,395,268 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,975,631 | 73,050 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,648,461 | 35,413 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $731,918 | 2,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,806,410 | 82,157 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,346,606 | 68,309 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,698,574 | 57,268 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $139,578 | 600 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $6,242,517 | 23,628 | Shares | Sole | 2024-05-09 | |
| 2022-09-30 | $256,714 | 1,175 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,295,616 | 23,285 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,027,353 | 27,520 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,391,982 | 8,695 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,692,224 | 10,795 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,378,820 | 10,215 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $4,500,115 | 43,179 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,837,180 | 50,048 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,287,704 | 41,935 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,480,587 | 137,435 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||