SEC 13F Intelligence

Soros Fund Management LLC / LPLA

Soros Fund Management LLC’s Lpl Finl Hldgs Inc Position

Does Soros Fund Management LLC own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 125.0K shares worth $41M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$41M
Q1 2025
Shares
125.0K
% of Portfolio
+0.61%
Quarters Held
21
position exited

Position History LPLA

Reported value by quarter
Q4 ’18: $35MQ4 ’18Q1 ’19: $40MQ2 ’19: $44MQ3 ’19: $42MQ3 ’19Q4 ’19: $44MQ1 ’20: $26MQ2 ’20: $37MQ2 ’20Q3 ’20: $25MQ4 ’20: $28MQ1 ’21: $34MQ1 ’21Q2 ’21: $28MQ3 ’21: $32MQ4 ’21: $33MQ4 ’21Q1 ’22: $35MQ2 ’22: $36MQ3 ’22: $40MQ3 ’22Q4 ’22: $37MQ1 ’23: $36MQ2 ’23: $29MQ2 ’23Q3 ’23: $32MQ1 ’25: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025125.0K$41M+0.61%
Q3 2023134.5K$32M+0.45%
Q2 2023134.5K$29M+0.46%
Q1 2023176.9K$36M+0.55%
Q4 2022171.6K$37M+0.51%
Q3 2022184.0K$40M+0.69%
Q2 2022193.8K$36M+0.64%
Q1 2022193.8K$35M+0.54%
Q4 2021205.4K$33M+0.45%
Q3 2021205.4K$32M+0.59%
Q2 2021204.9K$28M+0.47%
Q1 2021239.5K$34M+0.64%
Q4 2020263.9K$28M+0.52%
Q3 2020321.5K$25M+0.60%
Q2 2020478.2K$37M+0.84%
Q1 2020478.2K$26M+1.32%
Q4 2019478.2K$44M+1.43%
Q3 2019511.4K$42M+1.16%
Q2 2019536.7K$44M+1.03%
Q1 2019572.0K$40M+0.92%
Q4 2018572.0K$35M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soros Fund Management LLC’s full portfolio or all institutional holders of LPLA.