Steven Cohen's LPLA Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 18,778 shares of LPL Financial Holdings Inc. (LPLA) worth $6.71 M, representing 0.01% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 1.3 M shares. Largest reduction occurred in Q2 2020, reducing 1.19 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,778 | New Buy | 18,778 | $357.17 |
| Q1 2025 | -147,089 | Sold Out | 0 | $0.00 |
| Q4 2024 | -203,293 | Reduce 58.02% | 147,089 | $326.51 |
| Q3 2024 | +207,153 | Add 144.63% | 350,382 | $232.63 |
| Q2 2024 | +143,229 | New Buy | 143,229 | $279.30 |
| Q1 2024 | -2,500 | Sold Out | 0 | $0.00 |
| Q4 2023 | -11,300 | Reduce 81.88% | 2,500 | $227.62 |
| Q3 2023 | -44,100 | Reduce 76.17% | 13,800 | $237.65 |
| Q2 2023 | +3,300 | Add 6.04% | 57,900 | $217.43 |
| Q1 2023 | +15,800 | Add 40.72% | 54,600 | $202.40 |
| Q4 2022 | +38,800 | New Buy | 38,800 | $216.17 |
| Q3 2022 | -10,800 | Sold Out | 0 | $0.00 |
| Q2 2022 | -56,300 | Reduce 83.90% | 10,800 | $184.44 |
| Q1 2022 | -144,200 | Reduce 68.24% | 67,100 | $182.68 |
| Q4 2021 | -306,979 | Reduce 59.23% | 211,300 | $160.09 |
| Q3 2021 | +328,879 | Add 173.64% | 518,279 | $156.76 |
| Q2 2021 | +172,100 | Add 994.80% | 189,400 | $134.98 |
| Q1 2021 | +16,100 | Add 1341.67% | 17,300 | $142.14 |
| Q4 2020 | +1,200 | New Buy | 1,200 | $104.17 |
| Q3 2020 | -110,013 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1.19 M | Reduce 91.53% | 110,013 | $78.40 |
| Q1 2020 | +1.3 M | New Buy | 1.3 M | $54.43 |
| Q4 2019 | -142,783 | Sold Out | 0 | $0.00 |
| Q3 2019 | +142,783 | New Buy | 142,783 | $81.90 |
| Q1 2019 | -436,198 | Sold Out | 0 | $0.00 |
| Q4 2018 | -340,729 | Reduce 43.86% | 436,198 | $61.08 |
| Q3 2018 | -286,482 | Reduce 26.94% | 776,927 | $64.51 |
| Q2 2018 | +75,692 | Add 7.66% | 1.06 M | $65.54 |
| Q1 2018 | +152,572 | Add 18.27% | 987,717 | $61.07 |
| Q4 2017 | +379,345 | Add 83.23% | 835,145 | $57.14 |
| Q3 2017 | -735,271 | Reduce 61.73% | 455,800 | $51.57 |
| Q2 2017 | +16,967 | Add 1.45% | 1.19 M | $42.46 |
| Q1 2017 | +1.17 M | New Buy | 1.17 M | $39.83 |
Steven Cohen's LPL Financial Holdings Investment FAQs
Steven Cohen first purchased LPL Financial Holdings Inc. (LPLA) in Q1 2017, acquiring 1,174,104 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held LPL Financial Holdings Inc. (LPLA) for 33 quarters since Q1 2017.
Steven Cohen's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2020, adding 1,298,869 shares worth $70.7 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 18,778 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $6.71 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.01% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in LPL Financial Holdings Inc. (LPLA) was 1,298,869 shares, as reported at the end of Q1 2020.