Lpl Financial Holdings shares owned by Holocene Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Holocene Advisors
from 13F filings
Historical chart of Holocene Advisors investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Holocene Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Holocene Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $129M | 362k | 357.17 |
| 2025-09-30 | $99M | 299k | 332.69 |
| 2025-06-30 | $101M | 268k | 374.97 |
| 2025-03-31 | $110M | 335k | 327.14 |
| 2024-12-31 | $76M | 233k | 326.51 |
| 2024-09-30 | $65M | 279k | 232.63 |
| 2024-06-30 | $62M | 222k | 279.30 |
| 2023-09-30 | $104M | 436k | 237.65 |
| 2023-06-30 | $79M | 364k | 217.43 |
| 2020-06-30 | $38M | 486k | 78.40 |