Daniel Loeb's LPLA Position Overview
Daniel Loeb (via Third Point LLC) currently holds 510,000 shares of LPL Financial Holdings Inc. (LPLA) worth $182.16 M, representing 2.50% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Daniel Loeb has maintained this position in LPLA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 170,000 shares. Largest reduction occurred in Q4 2025, reducing 84,143 shares.
Analysis based on 13F filings available since 2013 Q2
Daniel Loeb's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Daniel Loeb
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -84,143 | Reduce 14.16% | 510,000 | $357.17 |
| Q3 2025 | -30,857 | Reduce 4.94% | 594,143 | $332.69 |
| Q1 2025 | -30,000 | Reduce 4.58% | 625,000 | $327.14 |
| Q4 2024 | +170,000 | Add 35.05% | 655,000 | $326.51 |
| Q3 2024 | +485,000 | New Buy | 485,000 | $232.63 |
Daniel Loeb's LPL Financial Holdings Investment FAQs
Daniel Loeb first purchased LPL Financial Holdings Inc. (LPLA) in Q3 2024, acquiring 485,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb has held LPL Financial Holdings Inc. (LPLA) for 6 quarters since Q3 2024.
Daniel Loeb's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q3 2024, adding 485,000 shares worth $112.83 M.
According to the latest 13F filing for Q4 2025, Daniel Loeb's firm, Third Point LLC, owns 510,000 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $182.16 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 2.50% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings.
Daniel Loeb's peak holding in LPL Financial Holdings Inc. (LPLA) was 655,000 shares, as reported at the end of Q4 2024.