Lpl Financial Holdings shares owned by Egerton Capital
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Egerton Capital
from 13F filings
Historical chart of Egerton Capital investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Egerton Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Egerton Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $312M | 833k | 374.97 |
| 2025-03-31 | $285M | 871k | 327.14 |
| 2024-12-31 | $84M | 258k | 326.51 |
| 2023-03-31 | $206M | 1.0M | 202.40 |
| 2022-12-31 | $266M | 1.2M | 216.17 |
| 2022-09-30 | $265M | 1.2M | 218.48 |
| 2022-06-30 | $205M | 1.1M | 184.48 |
| 2022-03-31 | $146M | 800k | 182.68 |