Junto Capital Management LP

Position in LPLA — LPL Financial Holdings Inc.

CIK 1595880 NEW YORK, NY

Back to LPLA Full portfolio

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$71,752,467

+$23,953,121 QoQ

Shares Held

238,515

+78.2% QoQ

Ownership

0.303%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Derivatives in LPLA

reported options exposure · as of Sep 30, 2024

CallValue

$68,625,850

CallShares

295,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Junto Capital Management LP holds $76,338,758 across 2 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)	Open
1	TW	Tradeweb Markets Inc.	449,622	$44,809,328
2	MC	Moelis & Co	481,954	$31,529,430

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$71,752,467	238,515	+78.2%	Shares	Sole	2026-05-15
2025-12-31	$47,799,346	133,828	-61.9%	Shares	Sole	2026-02-17
2025-09-30	$116,844,054	351,210	+50.8%	Shares	Sole	2025-11-14
2025-06-30	$87,310,264	232,846	-41.4%	Shares	Sole	2025-08-14
2025-03-31	$129,994,313	397,366	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$132,559,794	405,990	-15.0%	Shares	Sole	2025-02-14
2024-09-30	$68,625,850	295,000	—	Call	Sole	2024-11-14
2024-09-30	$111,100,831	477,586	-16.0%	Shares	Sole	2024-11-14
2024-06-30	$158,875,336	568,834	+30.0%	Shares	Sole	2024-08-14
2024-03-31	$115,633,470	437,674	-14.9%	Shares	Sole	2024-05-15
2023-12-31	$117,068,380	514,315	+24.4%	Shares	Sole	2024-02-14
2023-09-30	$98,243,797	413,397	-24.9%	Shares	Sole	2023-11-14
2023-06-30	$119,707,173	550,555	+150.0%	Shares	Sole	2023-08-14
2023-03-31	$44,572,528	220,220	-36.3%	Shares	Sole	2023-05-15
2022-12-31	$74,744,668	345,768	-14.5%	Shares	Sole	2023-02-14
2022-09-30	$88,387,831	404,558	-36.0%	Shares	Sole	2022-11-14
2022-06-30	$116,608,516	632,093	-28.5%	Shares	Sole	2022-08-15
2022-03-31	$161,602,564	884,621	+5.5%	Shares	Sole	2022-05-16
2021-12-31	$134,173,670	838,114	+6.7%	Shares	Sole	2022-02-14
2021-09-30	$123,080,584	785,153	+52.0%	Shares	Sole	2021-11-15
2021-06-30	$69,742,546	516,688	-21.8%	Shares	Sole	2021-08-16
2021-03-31	$93,944,019	660,833	-37.5%	Shares	Sole	2021-05-17
2020-12-31	$110,218,798	1,057,559	+19.4%	Shares	Sole	2021-02-16
2020-09-30	$67,890,058	885,484	+38.8%	Shares	Sole	2020-11-16
2020-06-30	$50,031,116	638,152	-48.0%	Shares	Sole	2020-08-14
2020-03-31	$66,805,912	1,227,373	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.