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LPLALPLA

Showing 8 of 24 quarters

Position history for Epoch Investment Partners, Inc.Epoch Investment Partners, Inc.'s holdings in LPL Financial Holdings Inc.

Yes. Epoch Investment Partners holds 447,634 shares of LPLA (LPL Financial Holdings), worth $126.1M, as of its Q2 2026 13F filing. It increased the position by 39,333 shares (+9.6%) from Q1 2026. Epoch Investment Partners has held LPLA since Q3 2020, across 24 quarterly 13F filings. LPLA is 0.7% of Epoch Investment Partners' reported 13F portfolio.

Current Value

$126.1M

Current Shares

447,634

Total Value Change

-$36.8M

Total Shares Change

-252,400

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
447,634
+9.6%
$126.1M0.7%$281.45
47
2026-Q1
Decreased
408,301
-11.7%
$122.8M0.7%$300.27
0
2025-Q4
Decreased
462,450
-4.2%
$165.2M0.9%$356.17
0
2025-Q3
Decreased
482,698
-16.7%
$160.6M0.9%$331.49
0
2025-Q2
Decreased
579,620
-1.0%
$217.3M1.1%$373.30
0
2025-Q1
Decreased
585,566
-19.3%
$191.6M1.0%$325.43
0
2024-Q4
Increased
725,572
+3.6%
$236.9M1.1%$324.49
50
2024-Q3
Increased
700,034
+8.3%
$162.8M0.7%$230.97
46

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