Lpl Financial Holdings shares owned by Mawer Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Mawer Investment Management
from 13F filings
Historical chart of Mawer Investment Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Mawer Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Mawer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 53k | 332.69 |
| 2025-06-30 | $20M | 53k | 374.97 |
| 2025-03-31 | $18M | 55k | 327.14 |
| 2024-12-31 | $19M | 58k | 326.51 |
| 2024-09-30 | $10M | 43k | 232.63 |
| 2024-06-30 | $12M | 42k | 279.30 |
| 2024-03-31 | $7.8M | 30k | 264.20 |
| 2023-12-31 | $3.4M | 15k | 227.62 |
More positions owned by Mawer Investment Management
View all positions for Mawer Investment Management