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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
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LPLA

LPL Financial Holdings Inc.

Security & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200CIK 1397911Held by 11 tracked managersEDGAR filings ↗10-K/10-Q ↗

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Shares held by quarter · Q1 2026–Q2 2026 (2 quarters stored)

Dodge & Cox
Capital World Investors
WCM Investment Management
Lone Pine Capital
Markel Group

Stored snapshots only: quarters before the earliest stored filing are not shown, and the first stored quarter is not the start of any position.

Position history by manager