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Lpl Financial Holdings shares owned by Financial Management Professionals

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

Historical chart of Financial Management Professionals investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2025-12-31 $165k 463 357.17
2022-12-31 $110k 508 216.54
2022-09-30 $97k 446 217.49
2019-06-30 $13k 161 80.75

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap Growth ETF Etf (SCHG)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard Total Bond Market ETF Etf (BND)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Value ETF Stock (VTV)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Robeco Investment Management
Henderson Group
Capital World Investors
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