SEC 13F Intelligence

Junto Capital Management LP / LPLA

Junto Capital Management LP’s Lpl Finl Hldgs Inc Position

Does Junto Capital Management LP own Lpl Finl Hldgs Inc (LPLA)? Yes238.5K shares worth $72M (+1.51% of its 13F portfolio) as of Q1 2026, up from 133.8K shares the prior filed quarter.

Position Value
$72M
Q1 2026
Shares
238.5K
% of Portfolio
+1.51%
Quarters Held
30
currently held

Position History LPLA

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $42MQ2 ’19: $63MQ3 ’19: $84MQ4 ’19: $83MQ4 ’19Q1 ’20: $67MQ2 ’20: $50MQ3 ’20: $68MQ4 ’20: $110MQ4 ’20Q1 ’21: $94MQ2 ’21: $70MQ3 ’21: $123MQ4 ’21: $134MQ4 ’21Q1 ’22: $162MQ2 ’22: $117MQ3 ’22: $88MQ4 ’22: $75MQ4 ’22Q1 ’23: $45MQ2 ’23: $120MQ3 ’23: $98MQ4 ’23: $117MQ4 ’23Q1 ’24: $116MQ2 ’24: $159MQ3 ’24: $111MQ4 ’24: $133MQ4 ’24Q1 ’25: $130MQ2 ’25: $87MQ3 ’25: $117MQ4 ’25: $48MQ4 ’25Q1 ’26: $72Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026238.5K$72M+1.51%
Q4 2025133.8K$48M+1.05%
Q3 2025351.2K$117M+2.39%
Q2 2025232.8K$87M+1.82%
Q1 2025397.4K$130M+2.72%
Q4 2024406.0K$133M+2.57%
Q3 2024477.6K$111M+2.46%
Q2 2024568.8K$159M+3.25%
Q1 2024437.7K$116M+2.56%
Q4 2023514.3K$117M+2.62%
Q3 2023413.4K$98M+2.33%
Q2 2023550.6K$120M+3.04%
Q1 2023220.2K$45M+1.23%
Q4 2022345.8K$75M+2.12%
Q3 2022404.6K$88M+2.46%
Q2 2022632.1K$117M+3.46%
Q1 2022884.6K$162M+4.44%
Q4 2021838.1K$134M+3.45%
Q3 2021785.2K$123M+3.88%
Q2 2021516.7K$70M+2.22%
Q1 2021660.8K$94M+3.38%
Q4 20201.06M$110M+3.59%
Q3 2020885.5K$68M+2.46%
Q2 2020638.2K$50M+2.14%
Q1 20201.23M$67M+4.83%
Q4 2019903.7K$83M+3.93%
Q3 20191.03M$84M+5.02%
Q2 2019767.6K$63M+3.61%
Q1 2019604.3K$42M+2.42%
Q4 2018510.2K$31M+2.18%

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