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Fidelity Management & Research (FMR) position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)981.39K sh
Reported value held$276.44M
Portfolio Weight0.01%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.99M | $312.06M | New |
| Q4 2021 | 2.18M | $348.51M | Add |
| Q1 2022 | 2.22M | $405.18M | Add |
| Q2 2022 | 2.29M | $421.59M | Add |
| Q3 2022 | 2.17M | $473.44M | Reduce |
| Q4 2022 | 2.22M | $480.00M | Add |
| Q1 2023 | 4.28M | $867.02M | Add |
| Q2 2023 | 2.43M | $527.55M | Reduce |
| Q3 2023 | 2.27M | $540.16M | Reduce |
| Q4 2023 | 2.80M | $637.15M | Add |
| Q1 2024 | 3.17M | $836.27M | Add |
| Q2 2024 | 2.67M | $746.26M | Reduce |
| Q3 2024 | 3.32M | $772.93M | Add |
| Q4 2024 | 2.96M | $966.05M | Reduce |
| Q1 2025 | 3.17M | $1.04B | Add |
| Q2 2025 | 2.45M | $920.35M | Reduce |
| Q3 2025 | 1.12M | $373.25M | Reduce |
| Q4 2025 | 664.98K | $237.51M | Reduce |
| Q1 2026 | 1.30M | $390.38M | Add |
| Q2 2026 | 981.39K | $276.44M | 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