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T. Rowe Price Associates position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)539.92K sh
Reported value held$152.09K
Portfolio Weight0.02%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 621.18K | $97.38M | New |
| Q4 2021 | 485.14K | $77.67M | Reduce |
| Q1 2022 | 442.31K | $80.80M | Reduce |
| Q2 2022 | 347.92K | $64.19M | Reduce |
| Q3 2022 | 288.27K | $62.98M | Reduce |
| Q4 2022 | 435.37K | $94.11K | Add |
| Q1 2023 | 525.62K | $106.39K | Add |
| Q2 2023 | 539.79K | $117.37K | Add |
| Q3 2023 | 2.63M | $623.95K | Add |
| Q4 2023 | 2.46M | $559.05K | Reduce |
| Q1 2024 | 2.37M | $627.42K | Reduce |
| Q2 2024 | 2.10M | $586.51K | Reduce |
| Q3 2024 | 615.99K | $143.30K | Reduce |
| Q4 2024 | 263.27K | $85.96K | Reduce |
| Q1 2025 | 279.85K | $91.55K | Add |
| Q2 2025 | 294.51K | $110.43K | Add |
| Q3 2025 | 271.01K | $90.17K | Reduce |
| Q4 2025 | 289.69K | $103.47K | Add |
| Q1 2026 | 498.62K | $150.00K | Add |
| Q2 2026 | 539.92K | $152.09K | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
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- 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