Lpl Financial Holdings shares owned by Capital World Investors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Capital World Investors
from 13F filings
Historical chart of Capital World Investors investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Capital World Investors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Capital World Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $875M | 2.6M | 332.69 |
| 2025-06-30 | $6.1M | 16k | 374.97 |
| 2025-03-31 | $1.8M | 5.4k | 327.14 |
| 2024-12-31 | $6.3M | 19k | 326.51 |
| 2024-09-30 | $4.1M | 18k | 232.63 |
| 2022-12-31 | $109M | 505k | 216.17 |