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LPLALPLA
27 quarters

Position history for MWMARSHALL WACE, LLP's holdings in LPL FINL HLDGS INC

Yes. Marshall Wace holds 975,627 shares of LPLA (LPL Financial), worth $274.8M, as of its Q2 2026 13F filing. It opened the position in Q2 2026. LPLA is 0.2% of Marshall Wace's reported 13F portfolio.

Current Value

$274.8M

Current Shares

975,627

Total Value Change

+$274.4M

Total Shares Change

+968,743

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
975,627
-
$274.8M0.2%$281.45
51
2026-Q1
Exited
0
-100.0%
$00.0%$300.27
0
2025-Q4
Decreased
9,744
-91.9%
$3.5M0.0%$356.17
0
2025-Q3
Increased
120,732
+488.5%
$40.2M0.0%$331.49
47
2025-Q2
Decreased
20,515
-97.0%
$7.7M0.0%$373.30
0
2025-Q1
Increased
677,236
+34.3%
$221.6M0.3%$325.43
47
2024-Q4
Decreased
504,176
-41.6%
$164.6M0.2%$324.49
0
2024-Q3
New
863,254
-
$200.8M0.2%$230.97
51
2023-Q4
Exited
0
-100.0%
$00.0%$225.15
0
2023-Q3
Decreased
156,127
-67.7%
$37.1M0.1%$234.75
0
2023-Q2
Increased
482,953
+70.2%
$105M0.2%$214.49
53
2023-Q1
Increased
283,715
+1114.4%
$57.4M0.1%$199.35
57
2022-Q4
New
23,363
-
$5.1M0.0%$212.63
37
2022-Q1
Exited
0
-100.0%
$00.0%$179.11
0
2021-Q4
Increased
110,674
+636.8%
$17.7M0.0%$156.71
46
2021-Q3
Increased
15,021
+236.6%
$2.4M0.0%$153.22
42
2021-Q2
Increased
4,463
+38.6%
$602,0000.0%$131.71
32
2021-Q1
Decreased
3,219
-92.0%
$458,0000.0%$138.48
0
2020-Q4
Decreased
40,359
-70.6%
$4.2M0.0%$101.34
0
2020-Q3
Decreased
137,205
-38.9%
$10.5M0.1%$74.34
0
2020-Q2
Increased
224,378
+399.3%
$17.6M0.1%$75.79
55
2020-Q1
Decreased
44,943
-22.7%
$2.4M0.0%$52.44
0
2019-Q4
Increased
58,114
+4051.0%
$5.4M0.0%$88.45
44
2019-Q3
Decreased
1,400
-82.9%
$115,0000.0%$78.30
0
2019-Q2
New
8,194
-
$668,0000.0%$77.72
34
2019-Q1
Exited
0
-100.0%
$00.0%$66.17
0
2018-Q4
First report
6,884
-
$420,0000.0%$57.83
0

Other major holders of LPLA: VANGUARD GROUP INC

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