Point72 Asset Management, L.P.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1603466
STAMFORD, CT
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$142,908,939
+$127,674,006 QoQ
Shares Held
507,345
+901.8% QoQ
Ownership
0.644%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#40
of 752 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Mar 31, 2026CallValue
$210,581
CallShares
700
PutValue
$0
PutShares
0
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, 2026Point72 Asset Management, L.P. holds $960,889,200 across 31 Capital Markets names. LPLA ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
507,345 | $142,908,939 | |
| 2 | WULF |
Terawulf Inc.
|
5,173,625 | $127,788,537 | |
| 3 | EVR |
Evercore Inc.
|
344,521 | $117,633,250 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
3,714,879 | $101,713,387 | |
| 5 | CLSK |
Cleanspark, Inc.
|
5,974,019 | $86,921,976 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
867,084 | $75,470,991 | |
| 7 | MS |
Morgan Stanley
|
245,395 | $51,297,370 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
1,657,857 | $50,912,788 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,908,939 | 507,345 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,234,933 | 50,643 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $210,581 | 700 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $6,706,938 | 18,778 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $607,189 | 1,700 | Call | Defined | 2026-02-17 | |
| 2024-12-31 | $48,026,029 | 147,089 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $81,509,364 | 350,382 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,003,859 | 143,229 | Shares | Defined | 2024-09-16 | |
| 2023-12-31 | $569,050 | 2,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,279,570 | 13,800 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,589,197 | 57,900 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,051,040 | 54,600 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,387,396 | 38,800 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $1,992,384 | 10,800 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,257,828 | 67,100 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,827,017 | 211,300 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $81,245,416 | 518,279 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,565,212 | 189,400 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,459,368 | 17,300 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $125,064 | 1,200 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $8,625,019 | 110,013 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $70,697,439 | 1,298,869 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||