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LPLALPLA
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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in LPL FINL HLDGS INC

Yes. Morgan Stanley holds 861,982 shares of LPLA (LPL Financial), worth $242.8M, as of its Q2 2026 13F filing. It reduced the position by 421,683 shares (-32.9%) from Q1 2026. Morgan Stanley has held LPLA in every 13F on record since Q2 2024, 9 quarterly filings.

Current Value

$242.8M

Current Shares

861,982

Total Value Change

+$40.2M

Total Shares Change

-8,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
861,982
-32.9%
$242.8M0.0%$281.45
0
2026-Q1
Decreased
1.3M
-27.2%
$386.2M0.0%$300.27
0
2025-Q4
Increased
1.8M
+19.2%
$629.8M0.0%$356.17
37
2025-Q3
Increased
1.5M
+7.7%
$492.3M0.0%$331.49
34
2025-Q2
Increased
1.4M
+14.0%
$515.2M0.0%$373.30
36
2025-Q1
Increased
1.2M
+17.3%
$394.4M0.0%$325.43
36
2024-Q4
Increased
1M
+18.0%
$335.6M0.0%$324.49
36
2024-Q3
Decreased
870,848
-40.6%
$202.6M0.0%$230.97
0

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS

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