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Geode Capital Management position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)1.50M sh
Reported value held$422.04M
Portfolio Weight0.02%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.11M | $174.32M | New |
| Q4 2021 | 1.11M | $177.11M | Reduce |
| Q1 2022 | 1.06M | $193.84M | Reduce |
| Q2 2022 | 1.08M | $198.42M | Add |
| Q3 2022 | 1.11M | $243.09M | Add |
| Q4 2022 | 1.33M | $286.29K | Add |
| Q1 2023 | 1.46M | $294.55M | Add |
| Q2 2023 | 1.32M | $286.34M | Reduce |
| Q3 2023 | 1.33M | $315.84M | Add |
| Q4 2023 | 1.35M | $307.22M | Add |
| Q1 2024 | 1.37M | $361.06M | Add |
| Q2 2024 | 1.40M | $390.51M | Add |
| Q3 2024 | 1.44M | $333.58M | Add |
| Q4 2024 | 1.46M | $475.95M | Add |
| Q1 2025 | 1.56M | $509.54M | Add |
| Q2 2025 | 1.72M | $645.14M | Add |
| Q3 2025 | 1.54M | $511.97M | Reduce |
| Q4 2025 | 1.55M | $553.86M | Add |
| Q1 2026 | 1.59M | $478.51M | Add |
| Q2 2026 | 1.50M | $422.04M | Reduce |
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
- 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