Millennium Management’s LPL Financial LPLA Stock Holding History

Millennium 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 Q1	$1.93M	Buy	6,400 +3,000	+88%	+$1.01M	﹤0.01%	3907
2025 Q4	$1.21M	Buy	3,400 +2,600	+325%	+$920K	﹤0.01%	4355
2025 Q3	$266K	Sell	800 -4,200	-84%	-$1.52M	﹤0.01%	5396
2025 Q2	$1.87M	Sell	5,000 -10,300	-67%	-$3.61M	﹤0.01%	3934
2025 Q1	$5.01M	Sell	15,300 -3,700	-19%	-$1.29M	﹤0.01%	2858
2024 Q4	$6.2M	Buy	19,000 +9,100	+92%	+$2.69M	﹤0.01%	2630
2024 Q3	$2.3M	Buy	+9,900	New	+$2.23M	﹤0.01%	3578
2021 Q2	–	Sell	-4,000	Closed	-$569K	–	6845
2021 Q1	$569K	Sell	4,000 -83,500	-95%	-$10.7M	﹤0.01%	4722
2020 Q4	$9.12M	Buy	+87,500	New	+$7.86M	0.01%	1832

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management's LPLA Position: Q1 2026 in Review

Millennium Management increased its LPL Financial (LPLA) stake by 192% in Q1 2026, buying an estimated $196M and bringing the position to 890,253 shares worth $268M. The position accounts for 0.11% of the portfolio, ranked #156.

Millennium Management first reported a position in LPLA in Q2 2013 and has held it in 45 quarters since. The position peaked at $350M in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Millennium Management held 890,253 shares of LPL Financial worth $268M as of Q1 2026.
Millennium Management bought 585,543 LPL Financial shares in Q1 2026, an estimated $196M.
LPL Financial made up 0.11% of Millennium Management's portfolio in Q1 2026, its #156 holding.
Millennium Management first reported a position in LPL Financial in Q2 2013 and has held it in 45 quarters since.
Millennium Management's LPL Financial position peaked at $350M in Q3 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.