Moore Capital Management’s LPL Financial LPLA Stock Holding History

Moore Capital 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	$15.7M	Buy	+55,840	New	+$16.8M	0.23%	80
2026 Q1	–	Sell	-67,008	Closed	-$23.9M	–	743
2025 Q4	$23.9M	Buy	+67,008	New	+$23.7M	0.34%	69
2025 Q3	–	Sell	-100,512	Closed	-$37.7M	–	690
2025 Q2	$37.7M	Buy	100,512 +72,616	+260%	+$25.4M	0.47%	50
2025 Q1	$9.13M	Sell	27,896 -132,711	-83%	-$46.2M	0.19%	116
2024 Q4	$52.4M	Buy	+160,607	New	+$47.5M	0.6%	38
2023 Q3	–	Sell	-183,960	Closed	-$40M	–	552
2023 Q2	$40M	Buy	183,960 +157,680	+600%	+$31.6M	0.69%	28
2023 Q1	$5.32M	Buy	+26,280	New	+$6.01M	0.11%	140

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

Moore Capital Management's LPLA Position: Q2 2026 in Review

Moore Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 55,840 shares worth $15.7M. The stake represents 0.23% of the portfolio and ranks #80 among its holdings. This is a return to the name: Moore Capital Management previously reported a position in LPLA as recently as Q4 2025.

Moore Capital Management first reported a position in LPLA in Q1 2023 and has held it in 7 quarters since. The position peaked at $52.4M in Q4 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Moore Capital Management held 55,840 shares of LPL Financial worth $15.7M as of Q2 2026.
LPL Financial was a new Moore Capital Management position in Q2 2026.
LPL Financial made up 0.23% of Moore Capital Management's portfolio in Q2 2026, its #80 holding.
Moore Capital Management first reported a position in LPL Financial in Q1 2023 and has held it in 7 quarters since.
Moore Capital Management's LPL Financial position peaked at $52.4M in Q4 2024.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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