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 Q2	$1.1M	Sell	3,900 -2,500	-39%	-$750K	﹤0.01%	4254
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 $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

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management's LPLA Position: Q2 2026 in Review

Millennium Management reduced its LPL Financial (LPLA) stake by 77% in Q2 2026, selling an estimated $205M and leaving 206,159 shares worth $58.1M. The position accounts for 0.02% of the portfolio, ranked #809.

Millennium Management first reported a position in LPLA in Q2 2013 and has held it in 46 quarters since. The position peaked at $350M in Q3 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Millennium Management held 206,159 shares of LPL Financial worth $58.1M as of Q2 2026.
Millennium Management sold 684,094 LPL Financial shares in Q2 2026, an estimated $205M.
LPL Financial made up 0.02% of Millennium Management's portfolio in Q2 2026, its #809 holding.
Millennium Management first reported a position in LPL Financial in Q2 2013 and has held it in 46 quarters since.
Millennium Management's LPL Financial position peaked at $350M in Q3 2025.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.