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Lpl Financial Holdings shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 802 332.84
2025-06-30 $302k 804 375.01
2025-03-31 $253k 773 327.49
2024-12-31 $253k 773 326.74

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View all positions for Perennial Investment Advisors

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings