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Lighthouse Investment Partners, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1600344 Palm Beach Gardens, FL

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,253,223
+$4,905,287 QoQ
Shares Held
29,300
+163.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#169
of 762 holders
Holding Since
Dec 2022
7 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

Lighthouse Investment Partners, LLC holds $34,528,063 across 13 Capital Markets names. LPLA ranks #2 (23.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LPLA
LPL Financial Holdings Inc.
This page
29,300 $8,253,223

All Filings in LPLA

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,253,223 29,300
2026-03-31 $3,347,936 11,129
2025-03-31 $9,905,472 30,279
2024-12-31 $14,035,685 42,987
2023-09-30 $205,329 864
2023-06-30 $311,794 1,434
2022-12-31 $437,095 2,022