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LPLALPLA
31 quarters

Position history for GEODE CAPITAL MANAGEMENT, LLCGEODE CAPITAL MANAGEMENT, LLC's holdings in LPL FINL HLDGS INC

GEODE CAPITAL MANAGEMENT, LLC holds 1.5M shares of LPLA (LPL FINL HLDGS INC), worth $422M as of 2026-Q2. The position was decreased (-5.8% shares). LPLA represents 0.0% of GEODE CAPITAL MANAGEMENT, LLC's portfolio.

Current Value

$422M

Current Shares

1.5M

Total Value Change

+$276.4M

Total Shares Change

-881,581

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-5.8%
$422M0.0%$281.45
0
2026-Q1
Increased
1.6M
+2.6%
$478.5M0.0%$300.27
32
2025-Q4
Increased
1.6M
+0.8%
$553.9M0.0%$356.17
32
2025-Q3
Decreased
1.5M
-10.5%
$512M0.0%$331.49
0
2025-Q2
Increased
1.7M
+10.5%
$645.1M0.0%$373.30
35
2025-Q1
Increased
1.6M
+6.9%
$509.5M0.0%$325.43
34
2024-Q4
Increased
1.5M
+1.6%
$475.9M0.0%$324.49
32
2024-Q3
Increased
1.4M
+2.6%
$333.6M0.0%$230.97
32
2024-Q2
Increased
1.4M
+2.3%
$390.5M0.0%$276.89
32
2024-Q1
Increased
1.4M
+1.3%
$361.1M0.0%$261.63
31
2023-Q4
Increased
1.4M
+1.6%
$307.2M0.0%$225.15
31
2023-Q3
Increased
1.3M
+0.9%
$315.8M0.0%$234.75
31
2023-Q2
Decreased
1.3M
-9.5%
$286.3M0.0%$214.49
0
2023-Q1
Increased
1.5M
+9.9%
$294.5M0.0%$199.35
34
2022-Q4
Increased
1.3M
+19.1%
$286.3M0.0%$212.63
36
2022-Q3
Increased
1.1M
+3.4%
$243.1M0.0%$214.71
32
2022-Q2
Increased
1.1M
+1.5%
$198.4M0.0%$181.09
31
2022-Q1
Decreased
1.1M
-4.1%
$193.8M0.0%$179.11
0
2021-Q4
Decreased
1.1M
-0.5%
$177.1M0.0%$156.71
0
2021-Q3
Decreased
1.1M
-14.5%
$174.3M0.0%$153.22
0
2021-Q2
Decreased
1.3M
-1.9%
$175.6M0.0%$131.71
0
2021-Q1
Decreased
1.3M
-0.1%
$188.4M0.0%$138.48
0
2020-Q4
Decreased
1.3M
-2.7%
$138.3M0.0%$101.34
0
2020-Q3
Increased
1.4M
+1.9%
$104.6M0.0%$74.34
31
2020-Q2
Decreased
1.3M
-3.0%
$104.9M0.0%$75.79
0
2020-Q1
Decreased
1.4M
-48.1%
$75.1M0.0%$52.44
0
2019-Q4
Increased
2.7M
+91.8%
$245.4M0.0%$88.45
49
2019-Q3
Increased
1.4M
+2.4%
$113.6M0.0%$78.30
31
2019-Q2
Increased
1.4M
+0.9%
$110.5M0.0%$77.72
30
2019-Q1
Decreased
1.3M
-43.7%
$93.5M0.0%$66.17
0
2018-Q4
New
2.4M
-
$145.6M0.0%$57.83
42

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS, Janus Henderson Group Ltd.

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