Lpl Financial Holdings shares owned by Massachusetts Financial Services
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Massachusetts Financial Services
from 13F filings
Historical chart of Massachusetts Financial Services investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Massachusetts Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1B | 3.2M | 332.69 |
| 2025-06-30 | $916M | 2.4M | 374.97 |
| 2025-03-31 | $496M | 1.5M | 327.14 |
| 2024-12-31 | $364M | 1.1M | 326.51 |
| 2024-09-30 | $165M | 710k | 232.63 |
| 2024-06-30 | $247M | 885k | 279.30 |
| 2024-03-31 | $210M | 795k | 264.20 |
| 2023-12-31 | $133M | 583k | 227.62 |
| 2023-09-30 | $135M | 568k | 237.65 |
| 2023-06-30 | $6.7M | 31k | 217.43 |
| 2023-03-31 | $11M | 54k | 202.40 |
| 2022-12-31 | $9.6M | 44k | 216.17 |
| 2019-12-31 | $493k | 5.3k | 92.25 |
| 2019-09-30 | $485k | 5.9k | 81.88 |
| 2019-06-30 | $429k | 5.3k | 81.64 |
| 2019-03-31 | $315k | 4.5k | 69.67 |
| 2018-12-31 | $266k | 4.4k | 61.01 |
| 2018-09-30 | $259k | 4.0k | 64.39 |
| 2015-09-30 | $18M | 447k | 39.77 |
| 2015-06-30 | $21M | 447k | 46.49 |
| 2015-03-31 | $15M | 335k | 43.86 |
| 2014-12-31 | $15M | 325k | 44.55 |
| 2014-09-30 | $14M | 306k | 46.05 |
| 2014-06-30 | $9.8M | 198k | 49.74 |
| 2014-03-31 | $32M | 604k | 52.54 |
| 2013-12-31 | $55M | 1.2M | 47.05 |
| 2013-09-30 | $45M | 1.2M | 38.31 |
| 2013-06-30 | $45M | 1.2M | 37.76 |
More positions owned by Massachusetts Financial Services
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