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Livermore
Livermore
ZHEN

Boston Partners

SEC CIK
0001386060
Latest filing
Aug 4, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Boston Partners, 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)
4,250,828
Value
$1.20B
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of LPLA by Boston Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,250,828$1.20B1.1%+119,330+2.9%AddedHolders
Q1 20264,131,498$1.24B1.3%+581,180+16.4%AddedHolders
Q4 20253,550,318$1.27B1.3%−119,008−3.2%ReducedHolders
Q3 20253,669,326$1.22B1.3%−10,158−0.3%ReducedHolders
Q2 20253,679,484$1.38B1.5%+165,201+4.7%AddedHolders
Q1 20253,514,283$1.15B1.4%−391,258−10.0%ReducedHolders
Q4 20243,905,541$1.28B1.6%+805,637+26.0%AddedHolders
Q3 20243,099,904$722.8M0.9%+1,212,715+64.3%AddedHolders
Q2 20241,887,189$526.5M0.7%+121,959+6.9%AddedHolders
Q1 20241,765,230$466.4M0.6%+738,509+71.9%AddedHolders
Q4 20231,026,721$233.7M0.3%+181,594+21.5%AddedHolders
Q3 2023845,127$200.8M0.3%−2,333−0.3%ReducedHolders
Q2 2023847,460$184.3M0.2%+785,347+1,264.4%AddedHolders
Q1 202362,113$12.6M<0.1%−4,631−6.9%ReducedHolders
Q4 202266,744$14.4M<0.1%+50.0%AddedHolders
Q3 202266,739$14.9M<0.1%−39,341−37.1%ReducedHolders
Q2 2022106,080$19.6M<0.1%−21,053−16.6%ReducedHolders
Q1 2022127,133$23.2M<0.1%−26,610−17.3%ReducedHolders
Q4 2021153,743$24.6M<0.1%−2,933−1.9%ReducedHolders
Q3 2021156,676$24.6M<0.1%−3,825−2.4%ReducedHolders
Q2 2021160,501$21.7M<0.1%−6,628−4.0%ReducedHolders
Q1 2021167,129$23.8M<0.1%––Holders

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