Renaissance Technologies's LPLA Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 114,060 shares of LPL Financial Holdings Inc. (LPLA) worth $40.74 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Renaissance Technologies has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 450,500 shares. Largest reduction occurred in Q3 2018, reducing 757,000 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +31,300 | Add 0.00% | 31,300 | $37.76 |
| Q3 2013 | +97,300 | Add 310.86% | 128,600 | $38.31 |
| Q4 2013 | -128,600 | Sold Out | 0 | $0.00 |
| Q2 2014 | +88,400 | New Buy | 88,400 | $49.74 |
| Q3 2014 | -60,800 | Reduce 68.78% | 27,600 | $46.05 |
| Q4 2014 | -27,600 | Sold Out | 0 | $0.00 |
| Q3 2017 | +169,800 | New Buy | 169,800 | $51.57 |
| Q4 2017 | +373,300 | Add 219.85% | 543,100 | $57.14 |
| Q1 2018 | +225,800 | Add 41.58% | 768,900 | $61.07 |
| Q2 2018 | +450,500 | Add 58.59% | 1.22 M | $65.54 |
| Q3 2018 | -757,000 | Reduce 62.08% | 462,400 | $64.51 |
| Q4 2018 | -446,200 | Reduce 96.50% | 16,200 | $61.05 |
| Q1 2019 | +2,200 | Add 13.58% | 18,400 | $69.67 |
| Q2 2019 | +13,400 | Add 72.83% | 31,800 | $81.57 |
| Q3 2019 | +56,000 | Add 176.10% | 87,800 | $81.90 |
| Q4 2019 | -3,400 | Reduce 3.87% | 84,400 | $92.25 |
| Q1 2020 | -68,300 | Reduce 80.92% | 16,100 | $54.41 |
| Q2 2020 | -16,100 | Sold Out | 0 | $0.00 |
| Q4 2020 | +65,700 | New Buy | 65,700 | $104.22 |
| Q1 2021 | -65,700 | Sold Out | 0 | $0.00 |
| Q2 2021 | +63,254 | New Buy | 63,254 | $134.98 |
| Q3 2021 | -32,690 | Reduce 51.68% | 30,564 | $156.75 |
| Q4 2021 | -30,564 | Sold Out | 0 | $0.00 |
| Q2 2022 | +24,200 | New Buy | 24,200 | $184.46 |
| Q3 2022 | -24,200 | Sold Out | 0 | $0.00 |
| Q4 2022 | +13,700 | New Buy | 13,700 | $0.22 |
| Q1 2023 | +56,900 | Add 415.33% | 70,600 | $0.20 |
| Q2 2023 | +48,500 | Add 68.70% | 119,100 | $0.22 |
| Q3 2023 | -65,100 | Reduce 54.66% | 54,000 | $237.65 |
| Q4 2023 | +129,700 | Add 240.19% | 183,700 | $227.62 |
| Q1 2024 | -89,600 | Reduce 48.78% | 94,100 | $264.20 |
| Q2 2024 | -68,624 | Reduce 72.93% | 25,476 | $279.30 |
| Q3 2024 | -25,476 | Sold Out | 0 | $0.00 |
| Q1 2025 | +35,500 | New Buy | 35,500 | $327.14 |
| Q2 2025 | +74,300 | Add 209.30% | 109,800 | $374.97 |
| Q3 2025 | -27,200 | Reduce 24.77% | 82,600 | $332.69 |
| Q4 2025 | +31,460 | Add 38.09% | 114,060 | $357.17 |
Renaissance Technologies's LPL Financial Holdings Investment FAQs
Renaissance Technologies first purchased LPL Financial Holdings Inc. (LPLA) in Q2 2013, acquiring 31,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held LPL Financial Holdings Inc. (LPLA) for 37 quarters since Q2 2013.
Renaissance Technologies's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q2 2018, adding 1,219,400 shares worth $79.92 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 114,060 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $40.74 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.06% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in LPL Financial Holdings Inc. (LPLA) was 1,219,400 shares, as reported at the end of Q2 2018.