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Goldman Sachs Group position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)1.70M sh
Reported value held$477.72M
Portfolio Weight0.04%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 252.39K | $39.56M | New |
| Q4 2021 | 265.90K | $42.57M | Add |
| Q1 2022 | 457.53K | $83.58M | Add |
| Q2 2022 | 490.39K | $90.47M | Add |
| Q3 2022 | 520.90K | $113.81M | Add |
| Q4 2022 | 978.49K | $211.52M | Add |
| Q1 2023 | 338.26K | $68.46M | Reduce |
| Q2 2023 | 321.43K | $69.89M | Reduce |
| Q3 2023 | 328.69K | $78.11M | Add |
| Q4 2023 | 317.09K | $72.18M | Reduce |
| Q1 2024 | 315.96K | $83.48M | Hold |
| Q2 2024 | 297.72K | $83.15M | Reduce |
| Q3 2024 | 231.97K | $53.96M | Reduce |
| Q4 2024 | 208.04K | $67.93M | Reduce |
| Q1 2025 | 209.13K | $68.41M | Add |
| Q2 2025 | 233.46K | $87.54M | Add |
| Q3 2025 | 285.61K | $95.02M | Add |
| Q4 2025 | 279.41K | $99.80M | Reduce |
| Q1 2026 | 360.81K | $108.54M | Add |
| Q2 2026 | 1.70M | $477.72M | 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
- 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