LPL Financial Holdings Inc.

Historical 13F Holders

Symbol
LPLA
CUSIP
50212V100
All holders as of
Q1 2025
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings
Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 800 76.8 M $25.3 B
2024 Q4 749 71.2 M $23.7 B
2024 Q3 673 72.5 M $16.9 B
2024 Q2 700 74.4 M $20.8 B
2024 Q1 670 76.1 M $20.1 B
2023 Q4 636 72.8 M $16.6 B
2023 Q3 620 71.9 M $17.4 B
2023 Q2 608 72.1 M $15.6 B
2023 Q1 636 74.9 M $15.1 B
2022 Q4 653 78.7 M $17.0 B
2022 Q3 604 85.3 M $18.6 B
2022 Q2 558 81.7 M $15.1 B
2022 Q1 503 79.1 M $14.5 B
2021 Q4 451 76.9 M $12.3 B
2021 Q3 431 76.9 M $12.1 B
2021 Q2 433 76.0 M $10.3 B
2021 Q1 414 79.3 M $11.3 B
2020 Q4 392 78.6 M $8.20 B
2020 Q3 340 76.6 M $5.87 B
2020 Q2 362 77.0 M $6.03 B
2020 Q1 318 75.8 M $4.12 B
2019 Q4 355 78.1 M $7.21 B
2019 Q3 327 76.9 M $6.28 B
2019 Q2 350 78.6 M $6.40 B
2019 Q1 336 79.3 M $5.51 B
2018 Q4 289 81.5 M $4.96 B
2018 Q3 313 84.5 M $5.42 B
2018 Q2 308 85.5 M $5.57 B
2018 Q1 302 84.8 M $5.18 B
2017 Q4 253 84.3 M $4.82 B
2017 Q3 234 82.7 M $4.26 B
2017 Q2 205 82.0 M $3.48 B
2017 Q1 209 83.0 M $3.31 B
2016 Q4 203 84.2 M $2.96 B
2016 Q3 148 95.8 M $2.86 B
2016 Q2 151 94.0 M $2.13 B
2016 Q1 167 93.8 M $2.33 B
2015 Q4 180 103 M $4.39 B
2015 Q3 178 115 M $4.56 B
2015 Q2 186 106 M $4.92 B
2015 Q1 173 98.0 M $4.30 B
2014 Q4 165 92.2 M $4.11 B
2014 Q3 182 90.7 M $4.18 B
2014 Q2 190 91.9 M $4.57 B
2014 Q1 210 91.0 M $4.78 B