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Lpl Financial Holdings shares owned by Cercano Management

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

Historical chart of Cercano Management investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Cercano Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 570 357.17
2025-06-30 $214k 570 374.97

More positions owned by Cercano Management

Xpo Logistics Inc equity (XPO)
Union Pacific Corporation (UNP)
Qxo Com New (QXO)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Charles Schwab Corporation (SCHW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Constellation Energy (CEG)
Palo Alto Networks (PANW)
Spdr Series Trust State Street Spd (HYMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Cercano 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