Jeremy Grantham's LPLA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.4K shares of LPL Financial Holdings Inc. (LPLA) worth $1.13 M, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 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 23.7K shares. Largest reduction occurred in Q4 2017, reducing 32.5K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +37,200 | New Buy | 37,200 | $51.56 |
| Q4 2017 | -32,500 | Reduce 87.37% | 4,700 | $57.23 |
| Q1 2018 | -1,100 | Reduce 23.40% | 3,600 | $61.11 |
| Q2 2018 | -3,600 | Sold Out | 3,600 | $0.00 |
| Q1 2019 | +27,300 | New Buy | 27,300 | $69.63 |
| Q2 2019 | +1,000 | Add 3.66% | 28,300 | $81.55 |
| Q3 2019 | -5,700 | Reduce 20.14% | 22,600 | $81.90 |
| Q4 2019 | -7,900 | Reduce 34.96% | 14,700 | $92.24 |
| Q1 2020 | +5,400 | Add 36.73% | 20,100 | $54.43 |
| Q2 2020 | -20,100 | Sold Out | 20,100 | $0.00 |
| Q4 2022 | +2,200 | New Buy | 2,200 | $216.17 |
| Q1 2023 | -2,200 | Sold Out | 2,200 | $0.00 |
| Q2 2025 | +1,100 | New Buy | 1,100 | $374.97 |
| Q3 2025 | +2,303 | Add 209.36% | 3,403 | $332.69 |
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 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q3 2017, adding 37,200 shares worth $1.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,403 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $1.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in LPL Financial Holdings Inc. (LPLA) was 37,200 shares, as reported at the end of Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.