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Lpl Financial Holdings shares owned by SurgoCap Partners

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

Historical chart of SurgoCap Partners investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by SurgoCap Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $331M 994k 332.69

More positions owned by SurgoCap Partners

Taiwan Semiconductor Mfg Sponsored Ads (TSM)
McKesson Corporation (MCK)
Boston Scientific Corporation (BSX)
Lpl Financial Holdings (LPLA)
Carpenter Technology Corporation (CRS)
Blackstone Group Inc Com Cl A (BX)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Nu Hldgs Ord Shs Cl A (NU)
Netflix (NFLX)
Alphabet Cap Stk Cl C (GOOG)
Guidewire Software (GWRE)
Hilton Worldwide Holdings (HLT)
Figma Class A Com Stk (FIG)
Niq Global Intelligence Ordinary Shares

View all positions for SurgoCap Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Massachusetts Financial Services
Robeco Investment Management
Dodge & Cox
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