LPL FINL HLDGS INC holding history
As of Nov. 6, 2026 (UTC)
| March 31, 2025 | 1,523,460 | $498,384,704 | 0.28% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 14, 2025 |
| June 30, 2025 | 2,701,709 | $1,013,059,824 | 0.57% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 13, 2025 |
| Sept. 30, 2025 | 3,329,255 | $1,107,609,846 | 0.60% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Nov. 13, 2025 |
| Dec. 31, 2025 | 3,948,970 | $1,410,453,615 | 0.76% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Feb. 13, 2026 |
| March 31, 2026 | 4,146,547 | $1,247,405,734 | 0.69% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 14, 2026 |
| June 30, 2026 | 4,578,679 | $1,289,722,301 | 0.68% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 13, 2026 |
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Schedule 13G disclosures
LPL Financial Holdings Inc. · SC 13G · Event March 31, 2026 · Filed May 14, 2026
| Reporting person | Reported shares | % of security class | Group box |
|---|---|---|---|
| Dodge & Cox | 4,146,547 | 5.2% | Unavailable |
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.