Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$130,271,084
+$4,630,337 QoQ
Shares Held
462,479
+10.7% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#42
of 761 holders
Holding Since
Jun 2020
12 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, 2026Holocene Advisors, LP holds $763,400,433 across 13 Capital Markets names. LPLA ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
230,000 | $232,615,100 | |
| 2 | MS |
Morgan Stanley
|
1,052,219 | $219,955,859 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
462,479 | $130,271,084 | |
| 4 | IREN |
IREN Ltd
|
1,213,850 | $55,509,360 | |
| 5 | EVR |
Evercore Inc.
|
102,758 | $35,085,691 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
278,592 | $24,248,647 | |
| 7 | TW |
Tradeweb Markets Inc.
|
227,571 | $22,679,725 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
351,937 | $20,964,887 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,271,084 | 462,479 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $125,640,747 | 417,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,425,549 | 362,364 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $99,432,058 | 298,873 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,659,946 | 268,448 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $109,582,412 | 334,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,130,704 | 233,165 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,853,289 | 278,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,992,869 | 221,958 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $103,635,837 | 436,086 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $79,155,608 | 364,051 | Shares | Sole | 2023-08-14 | |
| 2020-06-30 | $38,069,080 | 485,575 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||