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Lpl Financial Holdings shares owned by WoodTrust Financial Corp

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

Historical chart of WoodTrust Financial Corp investment in Lpl Financial Holdings

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Quarterly reported holdings in Lpl Financial Holdings by WoodTrust Financial Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 702 357.55
2025-09-30 $234k 702 333.33
2025-06-30 $263k 702 374.64
2025-03-31 $230k 702 327.64
2024-12-31 $229k 702 326.21

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View all positions for WoodTrust Financial Corp

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings