Lpl Financial Holdings shares owned by Wells Fargo & Company
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Wells Fargo & Company
from 13F filings
Historical chart of Wells Fargo & Company investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Wells Fargo & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $188M | 564k | 332.69 |
| 2025-06-30 | $226M | 602k | 374.97 |
| 2025-03-31 | $195M | 596k | 327.14 |
| 2024-12-31 | $165M | 505k | 326.51 |
| 2024-09-30 | $116M | 498k | 232.63 |
| 2024-06-30 | $141M | 503k | 279.30 |
| 2024-03-31 | $128M | 486k | 264.20 |
| 2023-12-31 | $109M | 477k | 227.62 |
| 2023-09-30 | $115M | 484k | 237.65 |
| 2023-06-30 | $94M | 430k | 217.43 |
| 2022-12-31 | $94M | 433k | 216.17 |
| 2022-09-30 | $126M | 578k | 218.50 |
| 2022-06-30 | $107M | 579k | 184.55 |
| 2022-03-31 | $119M | 650k | 182.67 |
| 2021-12-31 | $74M | 462k | 160.95 |
| 2021-09-30 | $0 | 2.5M | 0.00 |
| 2021-06-30 | $340M | 2.5M | 135.03 |
| 2021-03-31 | $369M | 2.6M | 142.16 |
| 2020-12-31 | $111M | 1.1M | 104.22 |
| 2020-09-30 | $23M | 301k | 76.67 |
| 2020-06-30 | $24M | 310k | 78.38 |
| 2020-03-31 | $17M | 312k | 54.42 |
| 2019-12-31 | $31M | 332k | 92.26 |
| 2019-09-30 | $30M | 362k | 81.89 |
| 2019-06-30 | $33M | 402k | 81.57 |
| 2019-03-31 | $22M | 312k | 69.65 |
| 2018-12-31 | $21M | 349k | 61.08 |
| 2018-09-30 | $16M | 255k | 64.52 |
| 2018-06-30 | $32M | 483k | 65.51 |
| 2018-03-31 | $36M | 582k | 61.08 |
| 2017-12-31 | $33M | 571k | 57.16 |
| 2017-06-30 | $7.7M | 182k | 42.45 |
| 2017-03-31 | $8.6M | 215k | 39.85 |
| 2016-12-31 | $9.0M | 256k | 35.21 |
| 2016-09-30 | $8.1M | 270k | 29.88 |
| 2016-06-30 | $4.9M | 218k | 22.48 |
| 2016-03-31 | $4.1M | 165k | 24.82 |
| 2015-12-31 | $24M | 571k | 42.65 |
| 2015-09-30 | $19M | 466k | 39.77 |
| 2015-03-31 | $13M | 283k | 44.39 |
| 2014-12-31 | $13M | 280k | 44.55 |
| 2014-06-30 | $12M | 241k | 49.74 |
| 2014-03-31 | $13M | 255k | 52.72 |
| 2013-12-31 | $12M | 251k | 46.89 |
| 2013-09-30 | $9.7M | 253k | 38.37 |
| 2013-06-30 | $9.6M | 255k | 37.76 |