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Lpl Financial Holdings shares owned by Waddell & Associates

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 746 332.69
2025-06-30 $280k 746 374.97
2025-03-31 $244k 746 327.14
2024-12-31 $244k 746 326.51
2024-06-30 $208k 746 279.30

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Global X Fds Adaptive Us (AUSF)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Waddell & Associates

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