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Citigroup Inc position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)65.40K sh
Reported value held$18.42M
Portfolio Weight0.01%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 41.10K | $6.44M | New |
| Q4 2021 | 40.98K | $6.56M | Hold |
| Q1 2022 | 31.08K | $5.68M | Reduce |
| Q2 2022 | 68.60K | $12.65M | Add |
| Q3 2022 | 52.80K | $11.54M | Reduce |
| Q4 2022 | 74.58K | $16.12M | Add |
| Q1 2023 | 67.75K | $13.71M | Reduce |
| Q2 2023 | 77.51K | $16.85M | Add |
| Q3 2023 | 65.27K | $15.51M | Reduce |
| Q4 2023 | 64.42K | $14.66M | Reduce |
| Q1 2024 | 53.99K | $14.26M | Reduce |
| Q2 2024 | 52.74K | $14.73M | Reduce |
| Q3 2024 | 37.29K | $8.67M | Reduce |
| Q4 2024 | 28.93K | $9.45M | Reduce |
| Q1 2025 | 46.65K | $15.26M | Add |
| Q2 2025 | 51.48K | $19.30M | Add |
| Q3 2025 | 142.78K | $47.50M | Add |
| Q4 2025 | 99.16K | $35.42M | Reduce |
| Q1 2026 | 128.60K | $38.69M | Add |
| Q2 2026 | 65.40K | $18.42M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
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- 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
- Capital World Investors 2.34M sh · $660.05M · 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