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Lpl Financial Holdings shares owned by SummitTX Capital

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

Historical chart of SummitTX Capital investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by SummitTX Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $602k 1.6k 374.97
2025-03-31 $2.2M 6.6k 327.14

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Cisco Systems (CSCO)
MKS Instruments (MKSI)
NVIDIA Corporation (NVDA)
Cyberark Software SHS (CYBR)
PPL Corporation (PPL)
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Applied Materials (AMAT)
Griffon Corporation (GFF)
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View all positions for SummitTX Capital

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
Samlyn Capital
FMR

View all funds holding Lpl Financial Holdings