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Lpl Financial Holdings shares owned by R Squared

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

Historical chart of R Squared investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by R Squared

Quarter filed Position value Share count Share price at filing
2025-06-30 $464k 1.2k 374.97

More positions owned by R Squared

Frontier Communications Pare (FYBR)
Boston Scientific Corporation (BSX)
Charles Schwab Corporation (SCHW)
Linde SHS (LIN)
Honeywell International (HON)
Kellogg Company (K)
Coca-Cola Company (KO)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Consolidated Edison (ED)
Costco Wholesale Corporation (COST)
Netflix (NFLX)
Waste Connections (WCN)
Bristol Myers Squibb (BMY)
Roper Industries (ROP)

View all positions for R Squared

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