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LPLALPLA
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Position history for Capital World InvestorsCapital World Investors's holdings in LPL FINL HLDGS INC

Yes. Capital World Investors holds 2,343,266 shares of LPLA (LPL Financial), worth $660.1M, as of its Q2 2026 13F filing. It increased the position by 30,820 shares (+1.3%) from Q1 2026. Capital World Investors has held LPLA since Q2 2024, across 9 quarterly 13F filings. LPLA is 0.1% of Capital World Investors' reported 13F portfolio.

Current Value

$660.1M

Current Shares

2.3M

Total Value Change

+$655.9M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+1.3%
$660.1M0.1%$281.45
32
2026-Q1
Decreased
2.3M
-36.2%
$695.7M0.1%$300.27
0
2025-Q4
Increased
3.6M
+37.9%
$1.3B0.2%$356.17
50
2025-Q3
Increased
2.6M
+160x
$874.5M0.1%$331.49
61
2025-Q2
Increased
16,367
+201.1%
$6.1M0.0%$373.30
44
2025-Q1
Decreased
5,435
-71.8%
$1.8M0.0%$325.43
0
2024-Q4
Increased
19,254
+8.1%
$6.3M0.0%$324.49
29
2024-Q3
Unchanged
17,807
0.0%
$4.1M0.0%$230.97
0

Other major holders of LPLA: VANGUARD GROUP INC

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