SEC 13F Intelligence

Gcm Grosvenor Holdings, LLC / LPLA

Gcm Grosvenor Holdings, LLC’s Lpl Finl Hldgs Inc Position

Does Gcm Grosvenor Holdings, LLC own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 118.3K shares worth $27M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$27M
Q4 2023
Shares
118.3K
% of Portfolio
+4.76%
Quarters Held
6
position exited

Position History LPLA

Reported value by quarter
Q3 ’22: $9MQ3 ’22Q4 ’22: $15MQ4 ’22Q1 ’23: $21MQ1 ’23Q2 ’23: $23MQ2 ’23Q3 ’23: $25MQ3 ’23Q4 ’23: $27MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023118.3K$27M+4.76%
Q3 2023105.3K$25M+4.98%
Q2 2023105.3K$23M+9.90%
Q1 2023105.3K$21M+5.73%
Q4 202271.0K$15M+3.92%
Q3 202241.0K$9M+2.12%

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