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CPP Investments position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q1 2026)1.32K sh
Reported value held$397.10K
Portfolio Weight0.00%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.07K | $169.00K | New |
| Q1 2022 | 7.80K | $1.43M | New |
| Q2 2022 | 28.60K | $5.28M | Add |
| Q3 2022 | 68.56K | $14.98M | Add |
| Q4 2022 | 98.05K | $21.19M | Add |
| Q1 2023 | 108.94K | $22.05M | Add |
| Q2 2023 | 99.75K | $21.69M | Reduce |
| Q3 2023 | 456.99K | $108.60M | Add |
| Q4 2023 | 695.54K | $158.32M | Add |
| Q1 2024 | 783.78K | $207.07M | Add |
| Q2 2024 | 774.90K | $216.43M | Reduce |
| Q3 2024 | 607.76K | $141.38M | Reduce |
| Q4 2024 | 360.58K | $117.73M | Reduce |
| Q1 2025 | 329.61K | $107.83M | Reduce |
| Q4 2025 | 480 | $171.44K | New |
| Q1 2026 | 1.32K | $397.10K | 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
- 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