KENNEDY CAPITAL MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 884589
ST LOUIS, MO
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,152,100
+$2,082,554 QoQ
Shares Held
28,941
+43.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#170
of 761 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $87,869,156 across 8 Capital Markets names. LPLA ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
478,500 | $33,384,945 | |
| 2 | PIPR |
Piper Sandler Companies
|
345,329 | $24,981,099 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
547,785 | $14,998,353 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
28,941 | $8,152,100 | |
| 5 | BGC |
BGC Group, Inc.
|
245,274 | $2,621,979 | |
| 6 | PJT |
PJT Partners Inc.
|
16,541 | $2,496,698 | |
| 7 | PWP |
Perella Weinberg Partners
|
58,560 | $934,617 | |
| 8 | GS |
Goldman Sachs Group Inc
|
296 | $299,365 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,152,100 | 28,941 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,069,546 | 20,176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,226,620 | 20,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,981,898 | 23,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,166,606 | 29,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,831,018 | 36,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,539,995 | 20,030 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,633,756 | 19,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,669,443 | 13,138 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,715,711 | 10,279 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,362,533 | 5,986 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,283,310 | 5,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,011,919 | 4,654 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $497,296 | 2,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,024,006 | 23,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,376,943 | 42,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,973,779 | 43,223 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,026,776 | 43,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,889,793 | 43,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,999,490 | 44,651 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,367,141 | 47,171 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,828,939 | 48,037 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,886,042 | 46,882 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,587,465 | 46,791 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||