Jeremy Grantham's LPLA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,505 shares of LPL Financial Holdings Inc. (LPLA) worth $1.25 M, representing 0.00% of the portfolio. First purchased in 2017-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 27,300 shares. Largest reduction occurred in Q4 2017, reducing 32,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +102 | Add 3.00% | 3,505 | $357.17 |
| Q3 2025 | +2,303 | Add 209.36% | 3,403 | $332.69 |
| Q2 2025 | +1,100 | New Buy | 1,100 | $374.97 |
| Q1 2023 | -2,200 | Sold Out | 0 | $0.00 |
| Q4 2022 | +2,200 | New Buy | 2,200 | $216.17 |
| Q2 2020 | -20,100 | Sold Out | 0 | $0.00 |
| Q1 2020 | +5,400 | Add 36.73% | 20,100 | $54.43 |
| Q4 2019 | -7,900 | Reduce 34.96% | 14,700 | $92.24 |
| Q3 2019 | -5,700 | Reduce 20.14% | 22,600 | $81.90 |
| Q2 2019 | +1,000 | Add 3.66% | 28,300 | $81.55 |
| Q1 2019 | +27,300 | New Buy | 27,300 | $69.63 |
| Q2 2018 | -3,600 | Sold Out | 0 | $0.00 |
| Q1 2018 | -1,100 | Reduce 23.40% | 3,600 | $61.11 |
| Q4 2017 | -32,500 | Reduce 87.37% | 4,700 | $57.23 |
| Q3 2017 | +37,200 | New Buy | 37,200 | $51.56 |
Jeremy Grantham's LPL Financial Holdings Investment FAQs
Jeremy Grantham first purchased LPL Financial Holdings Inc. (LPLA) in Q3 2017, acquiring 37,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held LPL Financial Holdings Inc. (LPLA) for 15 quarters since Q3 2017.
Jeremy Grantham's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q3 2017, adding 37,200 shares worth $1.92 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,505 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $1.25 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in LPL Financial Holdings Inc. (LPLA) was 37,200 shares, as reported at the end of Q3 2017.