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Baron Funds position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)114.22K sh
Reported value held$32.17M
Portfolio Weight0.08%
First reportedQ4 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q4 2021 | 10.50K | $1.68M | New |
| Q1 2022 | 12.10K | $2.21M | Add |
| Q2 2022 | 47.40K | $8.74M | Add |
| Q3 2022 | 68.69K | $15.01M | Add |
| Q4 2022 | 50.42K | $10.90M | Reduce |
| Q1 2023 | 96.63K | $19.56M | Add |
| Q2 2023 | 109.08K | $23.72M | Add |
| Q3 2023 | 110.35K | $26.23M | Add |
| Q4 2023 | 113.85K | $25.92M | Add |
| Q1 2024 | 122.04K | $32.24M | Add |
| Q2 2024 | 125.64K | $35.09M | Add |
| Q3 2024 | 65.45K | $15.23M | Reduce |
| Q4 2024 | 119.70K | $39.08M | Add |
| Q1 2025 | 165.25K | $54.06M | Add |
| Q2 2025 | 222.48K | $83.42M | Add |
| Q3 2025 | 207.90K | $69.17M | Reduce |
| Q4 2025 | 175.25K | $62.59M | Reduce |
| Q1 2026 | 121.78K | $36.63M | Reduce |
| Q2 2026 | 114.22K | $32.17M | 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
- 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