Dodge & Cox
- SEC CIK
- 0000200217
- Latest filing
- Aug 13, 2026
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by Dodge & Cox, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,578,679
- Value
- $1.29B
- % of portfolio
- 0.7%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,578,679 | $1.29B | 0.7% | +432,132+10.4% | Added | Holders |
| Q1 2026 | 4,146,547 | $1.25B | 0.7% | +197,577+5.0% | Added | Holders |
| Q4 2025 | 3,948,970 | $1.41B | 0.8% | +619,715+18.6% | Added | Holders |
| Q3 2025 | 3,329,255 | $1.11B | 0.6% | +627,546+23.2% | Added | Holders |
| Q2 2025 | 2,701,709 | $1.01B | 0.6% | +1,178,249+77.3% | Added | Holders |
| Q1 2025 | 1,523,460 | $498.4M | 0.3% | +1,053,351+224.1% | Added | Holders |
| Q4 2024 | 470,109 | $153.5M | 0.1% | +454,553+2,922.0% | Added | Holders |
| Q3 2024 | 15,556 | $3.62M | <0.1% | +15,556 | New | Holders |