Daniel Loeb’s LPL Financial LPLA Stock Holding History

Daniel Loeb’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
2026 Q1	–	Sell	-510,000	Closed	-$182M	–	44
2025 Q4	$182M	Sell	510,000 -84,143	-14%	-$29.8M	2.5%	18
2025 Q3	$198M	Sell	594,143 -30,857	-5%	-$11.2M	2.2%	19
2025 Q2	$234M	Hold	625,000	–	–	3.08%	13
2025 Q1	$204M	Sell	625,000 -30,000	-5%	-$10.4M	3.12%	12
2024 Q4	$214M	Buy	655,000 +170,000	+35%	+$50.3M	2.87%	13
2024 Q3	$113M	Buy	+485,000	New	+$109M	1.52%	21

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Daniel Loeb's LPLA Position: Q1 2026 in Review

Daniel Loeb sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 510,000 shares — an estimated $182M sold.

Daniel Loeb first reported a position in LPLA in Q3 2024 and held it in 6 quarters. The position peaked at $234M in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Daniel Loeb reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Daniel Loeb sold 510,000 LPL Financial shares in Q1 2026, an estimated $182M.
Daniel Loeb first reported a position in LPL Financial in Q3 2024 and held it in 6 quarters.
Daniel Loeb's LPL Financial position peaked at $234M in Q2 2025.
767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.