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Lpl Financial Holdings shares owned by Lrz Capital

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

Historical chart of Lrz Capital investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Lrz Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 45k 300.83

More positions owned by Lrz Capital

Amazon.com Common Stock (AMZN)
Mastercard Class A Common Stock (MA)
S&p Global Common Stock (SPGI)
Microsoft Corp Common Stock (MSFT)
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM)
Uber Technologies Common Stock (UBER)
Lpl Financial Holdings Common Stock (LPLA)
Visa Class A Common Stock (V)
Canadian Pacific Kansas City Common Stock (CP)
Danaher Corp Common Stock (DHR)
Thermo Fisher Scientific Common Stock (TMO)
Yum! Brands Common Stock (YUM)
Kkr & Co Common Stock (KKR)
Alphabet Class C Capital Stock (GOOG)
Brown & Brown Common Stock (BRO)

View all positions for Lrz Capital

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Vanguard Portfolio Management
Massachusetts Financial Services
Vanguard Capital Management
Principal Financial Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management

View all funds holding Lpl Financial Holdings