First Pacific Advisors, LP

SEC CIK: 0001377581
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by First Pacific Advisors, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 321,244
Value: $90.5M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of LPLA by First Pacific Advisors, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	321,244	$90.5M	1.1%	+620+0.2%	Added	Holders
Q1 2026	320,624	$96.5M	1.4%	−66,788−17.2%	Reduced	Holders
Q4 2025	387,412	$138.4M	1.8%	−56,091−12.6%	Reduced	Holders
Q3 2025	443,503	$147.5M	2.0%	00.0%	Unchanged	Holders
Q2 2025	443,503	$166.3M	2.4%	−14,438−3.2%	Reduced	Holders
Q1 2025	457,941	$149.8M	2.4%	−348−0.1%	Reduced	Holders
Q4 2024	458,289	$149.6M	2.1%	−730.0%	Reduced	Holders
Q3 2024	458,362	$106.6M	1.5%	−576−0.1%	Reduced	Holders
Q2 2024	458,938	$128.2M	1.7%	−884−0.2%	Reduced	Holders
Q1 2024	459,822	$121.5M	1.7%	−439−0.1%	Reduced	Holders
Q4 2023	460,261	$104.8M	1.6%	−20,384−4.2%	Reduced	Holders
Q3 2023	480,645	$114.2M	1.8%	−855−0.2%	Reduced	Holders
Q2 2023	481,500	$104.7M	1.5%	−285−0.1%	Reduced	Holders
Q1 2023	481,785	$97.5M	1.5%	−15,333−3.1%	Reduced	Holders
Q4 2022	497,118	$107.5M	1.6%	−60,807−10.9%	Reduced	Holders
Q3 2022	557,925	$121.9M	1.9%	−4,381−0.8%	Reduced	Holders
Q2 2022	562,306	$103.7M	1.5%	−71,406−11.3%	Reduced	Holders
Q1 2022	633,712	$115.8M	1.5%	−60,285−8.7%	Reduced	Holders
Q4 2021	693,997	$111.1M	1.4%	−31,631−4.4%	Reduced	Holders
Q3 2021	725,628	$113.7M	1.5%	−71,056−8.9%	Reduced	Holders
Q2 2021	796,684	$107.5M	1.3%	−66,234−7.7%	Reduced	Holders
Q1 2021	862,918	$122.7M	1.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.