Position history for DODGE & COX's holdings in LPL FINL HLDGS INC
DODGE & COX holds 3.9M shares of LPLA (LPL FINL HLDGS INC), worth $1.4B as of 2025-Q4. The position was increased (++18.6% shares). LPLA represents 0.8% of DODGE & COX's portfolio.
Current Value
$1.4B
Current Shares
3.9M
Total Value Change
+$1.4B
Total Shares Change
+3.9M
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 3.9M |
+18.6% |
| $1.4B |
| 0.8% |
| $359.75 |
53 |
| 2025-Q3 | Increased | 3.3M | +23.2% | $1.1B | 0.6% | $340.33 | 55 |
| 2025-Q2 | Increased | 2.7M | +77.3% | $1B | 0.6% | $364.36 | 68 |
| 2025-Q1 | Increased | 1.5M | +224.1% | $498.4M | 0.3% | $336.08 | 60 |
| 2024-Q4 | Increased | 470,109 | +2922.0% | $153.5M | 0.1% | $325.88 | 49 |
| 2024-Q3 | New | 15,556 | - | $3.6M | 0.0% | $229.86 | 37 |