D.E. Shaw & Co
LPLA icon

D.E. Shaw & Co’s LPL Financial LPLA Stock Holding History

D.E. Shaw & Co’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,900
Closed -$632K – 4833
2025
Q3 		$632K Hold
1,900
– – ﹤0.01% 3739
2025
Q2 		$712K Buy
+1,900
New +$666K ﹤0.01% 3458
2014
Q3 		– Sell
-15,600
Closed -$776K – 4265
2014
Q2 		$776K Hold
15,600
– – ﹤0.01% 3160
2014
Q1 		$820K Sell
15,600
-4,900
-24% -$259K ﹤0.01% 3204
2013
Q4 		$964K Hold
20,500
– – ﹤0.01% 3200
2013
Q3 		$785K Hold
20,500
– – ﹤0.01% 3258
2013
Q2 		$774K Buy
+20,500
New +$733K ﹤0.01% 2915

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return