IAM
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Iridian Asset Management’s LPL Financial LPLA Stock Holding History

Iridian Asset Management’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
Q2 		$7.67M Buy
27,247
+7,729
+40% +$2.32M 2.64% 12
2026
Q1 		$5.87M Buy
19,518
+5,133
+36% +$1.72M 2.38% 14
2025
Q4 		$5.14M Buy
14,385
+538
+4% +$190K 1.89% 20
2025
Q3 		$4.61M Sell
13,847
-90
-0.6% -$32.6K 1.81% 18
2025
Q2 		$5.23M Sell
13,937
-6,964
-33% -$2.44M 1.81% 18
2025
Q1 		$6.84M Sell
20,901
-8,001
-28% -$2.79M 2.14% 15
2024
Q4 		$9.44M Sell
28,902
-53,932
-65% -$15.9M 2.51% 13
2024
Q3 		$19.3M Buy
82,834
+36,212
+78% +$8.16M 4.13% 8
2024
Q2 		$13M Sell
46,622
-13,392
-22% -$3.64M 2.94% 12
2024
Q1 		$15.9M Sell
60,014
-141
-0.2% -$35.6K 3.11% 10
2023
Q4 		$13.7M Buy
60,155
+30,273
+101% +$6.8M 2.48% 11
2023
Q3 		$7.1M Sell
29,882
-41,989
-58% -$9.75M 1.44% 18
2023
Q2 		$15.6M Buy
71,871
+19,986
+39% +$4M 1.45% 19
2023
Q1 		$10.5M Sell
51,885
-8,682
-14% -$1.98M 0.86% 30
2022
Q4 		$13.1M Sell
60,567
-29,728
-33% -$6.95M 1.26% 26
2022
Q3 		$19.7M Sell
90,295
-95,627
-51% -$20.3M 1.96% 21
2022
Q2 		$34.3M Sell
185,922
-13,785
-7% -$2.62M 2.81% 16
2022
Q1 		$36.5M Sell
199,707
-14,896
-7% -$2.59M 2.54% 21
2021
Q4 		$34.4M Sell
214,603
-268,046
-56% -$44.2M 2.1% 21
2021
Q3 		$75.7M Sell
482,649
-193,627
-29% -$27.8M 2.31% 20
2021
Q2 		$91.3M Buy
676,276
+29,359
+5% +$4.27M 1.6% 33
2021
Q1 		$92M Buy
+646,917
New +$82.5M 1.57% 31

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iridian Asset Management's LPLA Position: Q2 2026 in Review

Iridian Asset Management increased its LPL Financial (LPLA) stake by 40% in Q2 2026, buying an estimated $2.32M and bringing the position to 27,247 shares worth $7.67M. The position accounts for 2.64% of the portfolio, ranked #12.

Iridian Asset Management first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $92M in Q1 2021. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Iridian Asset Management held 27,247 shares of LPL Financial worth $7.67M as of Q2 2026.
  • Iridian Asset Management bought 7,729 LPL Financial shares in Q2 2026, an estimated $2.32M.
  • LPL Financial made up 2.64% of Iridian Asset Management's portfolio in Q2 2026, its #12 holding.
  • Iridian Asset Management first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Iridian Asset Management's LPL Financial position peaked at $92M in Q1 2021.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Iridian Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.