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Lpl Financial Holdings shares owned by Wellington Grp

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

Historical chart of Wellington Grp investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 75 300.83
2025-12-31 $27k 75 357.17

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View all positions for Wellington Grp

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings