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Lpl Financial Holdings shares owned by Jupiter Topco

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

Historical chart of Jupiter Topco investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Jupiter Topco

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2B 4.2M 281.74

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Top funds holding Lpl Financial Holdings

BlackRock
Dodge & Cox
Robeco Investment Management
Jupiter Topco
Massachusetts Financial Services
Vanguard Portfolio Management
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
State Street Corporation
WCM Investment Management
Goldman Sachs Group
Geode Capital Management

View all funds holding Lpl Financial Holdings