LPL FINANCIAL HLDGS INC COM ST
Reported by Foster Victor Wealth Advisors LLC
Reported 55,647 shares, up 989 (1.8%) from the prior quarter.
Reported value 24.5%; share count 1.8% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 6541000 |
| 2022-03-31 | 7167000 |
| 2022-06-30 | 6295000 |
| 2022-09-30 | 8094000 |
| 2022-12-31 | 7456441 |
| 2023-03-31 | 7082328 |
| 2023-06-30 | 9313467 |
| 2023-09-30 | 10168804 |
| 2023-12-31 | 10510556 |
| 2024-03-31 | 13025642 |
| 2024-06-30 | 12614154 |
| 2024-09-30 | 17142090 |
| 2024-12-31 | 19002272 |
| 2025-03-31 | 17021555 |
| 2025-06-30 | 21195957 |
| 2025-09-30 | 19460137 |
| 2025-12-31 | 24734629 |
| 2026-03-31 | 24096878 |
| 2026-06-30 | 16853795 |
| 2026-09-30 | 14604022 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 46,192 | -6,255 (-11.9%) | 0.72% | $14,604,022 | 2026-10-21 | |
| Q2 2026 | Reduced | 52,447 | -22,284 (-29.8%) | 0.89% | $16,853,795 | 2026-07-22 | |
| Q1 2026 | Added | 74,731 | +9,403 (14.4%) | 1.38% | $24,096,878 | 2026-04-20 | |
| Q4 2025 | Added | 65,328 | +3,497 (5.7%) | 1.44% | $24,734,629 | 2026-01-26 | |
| Q3 2025 | Added | 61,831 | +6,184 (11.1%) | 1.21% | $19,460,137 | 2025-10-10 | |
| Q2 2025 | Added | 55,647 | +989 (1.8%) | 1.44% | $21,195,957 | 2025-07-15 | |
| Q1 2025 | Added | 54,658 | +199 (0.4%) | 1.37% | $17,021,555 | 2025-04-17 | |
| Q4 2024 | Reduced | 54,459 | -15,272 (-21.9%) | 1.46% | $19,002,272 | 2025-01-23 | |
| Q3 2024 | Added | 69,731 | +17,091 (32.5%) | 1.37% | $17,142,090 | 2024-10-15 | |
| Q2 2024 | Added | 52,640 | +3,173 (6.4%) | 1.05% | $12,614,154 | 2024-07-18 | |
| Q1 2024 | Added | 49,467 | +5,223 (11.8%) | 1.19% | $13,025,642 | 2024-04-26 | |
| Q4 2023 | Added | 44,244 | +1,833 (4.3%) | 1.08% | $10,510,556 | 2024-01-19 | |
| Q3 2023 | Reduced | 42,411 | -216 (-0.5%) | 1.18% | $10,168,804 | 2023-10-16 | |
| Q2 2023 | Added | 42,627 | +5,721 (15.5%) | 1.03% | $9,313,467 | 2023-07-17 | |
| Q1 2023 | Added | 36,906 | +3,370 (10.0%) | 0.86% | $7,082,328 | 2023-04-20 | |
| Q4 2022 | Added | 33,536 | +691 (2.1%) | 0.95% | $7,456,441 | 2023-01-27 | |
| Q3 2022 | Reduced | 32,845 | -2,823 (-7.9%) | 1.18% | $8,094,000 | 2022-10-24 | |
| Q2 2022 | Reduced | 35,668 | -3,213 (-8.3%) | 0.94% | $6,295,000 | 2022-07-19 | |
| Q1 2022 | Added | 38,881 | +2,345 (6.4%) | 0.98% | $7,167,000 | 2022-04-14 | |
| Q4 2021 | Added | 36,536 | +4,875 (15.4%) | 0.89% | $6,541,000 | 2022-01-19 | |
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Who else reported the position
910 managers reported LPL FINANCIAL HLDGS INC COM ST for Q2 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 7,986,766 | +613,909 | 0.05% | $2,994,797,648 | 49 qtrs |
| BlackRock Inc | Added | 4,832,797 | +82,718 | 0.03% | $1,812,153,724 | 4 qtrs |
| Boston Partners | Added | 3,679,484 | +165,201 | 1.53% | $1,379,598,211 | 27 qtrs |
| JANUS HENDERSON GROUP PLC | Added | 3,077,677 | +11,323 | 0.57% | $1,154,037,081 | 33 qtrs |
| Dodge & Cox | Added | 2,701,709 | +1,178,249 | 0.57% | $1,013,059,824 | 4 qtrs |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 2,557,458 | -124,159 | 2.29% | $958,970,246 | 18 qtrs |
| FMR LLC | Reduced | 2,454,474 | -710,984 | 0.05% | $920,354,075 | 35 qtrs |
| MASSACHUSETTS FINANCIAL SERVICES CO MA | Added | 2,442,182 | +926,122 | 0.29% | $915,744,985 | 11 qtrs |
| LONE PINE CAPITAL LLC | Added | 1,872,248 | +108,233 | 5.0% | $702,036,833 | 13 qtrs |
| STATE STREET CORPORATION | Added | 1,727,166 | +47,581 | 0.02% | $647,635,435 | 49 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2025
- Filed
- July 15, 2025
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 55,647
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.