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Lpl Financial Holdings shares owned by Bell Asset Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Bell Asset Management from 13F filings

Historical chart of Bell Asset Management investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Bell Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Bell Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 10k 357.52

More positions owned by Bell Asset Management

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)
Mastercard Incorporated Cl A (MA)
Motorola Solutions Com New (MSI)
Marsh & McLennan Companies
Waste Management (WM)
Procter & Gamble Company (PG)

View all positions for Bell Asset Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Henderson Group
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Lpl Financial Holdings