Lpl Financial Holdings shares owned by Epoch Investment Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Epoch Investment Partners
from 13F filings
Historical chart of Epoch Investment Partners investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Epoch Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Epoch Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $161M | 483k | 332.69 |
| 2025-06-30 | $217M | 580k | 375.00 |
| 2025-03-31 | $192M | 586k | 327.14 |
| 2024-12-31 | $237M | 726k | 326.50 |
| 2024-09-30 | $163M | 700k | 232.63 |
| 2024-06-30 | $181M | 646k | 279.30 |
| 2024-03-31 | $245M | 927k | 264.20 |
| 2023-12-31 | $176M | 774k | 227.62 |
| 2023-09-30 | $97M | 410k | 237.65 |
| 2023-06-30 | $91M | 421k | 217.43 |
| 2023-03-31 | $38M | 187k | 202.38 |
| 2022-12-31 | $41M | 190k | 216.13 |
| 2022-09-30 | $73M | 293k | 250.00 |
| 2022-06-30 | $62M | 335k | 184.48 |
| 2022-03-31 | $61M | 333k | 182.68 |
| 2021-12-31 | $60M | 376k | 160.09 |
| 2021-09-30 | $62M | 398k | 156.76 |
| 2021-06-30 | $52M | 386k | 134.98 |
| 2021-03-31 | $54M | 380k | 142.15 |
| 2020-12-31 | $62M | 598k | 104.22 |
| 2020-09-30 | $21M | 278k | 76.67 |