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Capital World Investors position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)2.34M sh
Reported value held$660.05M
Portfolio Weight0.08%
First reportedQ3 2022
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2022 | 504.49K | $110.22M | New |
| Q4 2022 | 504.49K | $109.06M | Hold |
| Q2 2024 | 17.81K | $4.97M | New |
| Q3 2024 | 17.81K | $4.14M | Hold |
| Q4 2024 | 19.25K | $6.29M | Add |
| Q1 2025 | 5.43K | $1.78M | Reduce |
| Q2 2025 | 16.37K | $6.14M | Add |
| Q3 2025 | 2.63M | $874.49M | Add |
| Q4 2025 | 3.63M | $1.29B | Add |
| Q1 2026 | 2.31M | $695.65M | Reduce |
| Q2 2026 | 2.34M | $660.05M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
- Vanguard Group 8.15M sh · $2.91B · Q4 2025
- BlackRock Inc 4.73M sh · $1.33B · Q2 2026
- Dodge & Cox 4.58M sh · $1.29B · Q2 2026
- Janus Henderson Group 3.67M sh · $1.10B · Q1 2026
- Principal Global Investors 2.68M sh · $756.31M · Q2 2026
- Goldman Sachs Group 1.70M sh · $477.72M · Q2 2026
- Geode Capital Management 1.50M sh · $422.04M · Q2 2026
- MFS Investment Management 1.46M sh · $413.83M · Q2 2026
- Lone Pine Capital 1.22M sh · $343.40M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026