LPL金融控股公司
MX ˙ BMV ˙ US50212V1008
SecurityMX:LPLA / LPL Financial Holdings Inc.
InstitutionBoston Partners
Latest Disclosed Ownership4,131,498 shares
Latest Disclosed Value $ 1,242,012,124
Boston Partners reports 16.37% increase in ownership of LPLA / LPL Financial Holdings Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 4,131,498 shares of LPL Financial Holdings Inc. (MX:LPLA) valued at $1,242,012,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,550,318 shares of LPL Financial Holdings Inc.. This represents a change in shares of 16.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F LPL FINL HLDGS COM 50212V100 4,131,498 581,180 16.37 1,242,012 -2.11 0.5559
2026-02-13 2025-12-31 13F LPL FINL HLDGS COM 50212V100 3,550,318 -119,008 -3.24 1,268,832 3.99 1.3137
2025-11-13 2025-09-30 13F LPL FINL HLDGS COM 50212V100 3,669,326 -10,158 -0.28 1,220,106 -11.56 1.2527
2025-08-12 2025-06-30 13F/A-1 LPL FINL HLDGS COM 50212V100 3,679,484 165,201 4.70 1,379,598 20.25 1.5321
2025-08-07 2025-06-30 13F LPL FINL HLDGS COM 50212V100 3,674,564 160,281 1,377,753 0.6326
2025-05-13 2025-03-31 13F LPL FINL HLDGS COM 50212V100 3,514,283 -391,258 -10.02 1,147,257 -10.26 1.3875
2025-02-11 2024-12-31 13F LPL FINL HLDGS COM 50212V100 3,905,541 805,637 25.99 1,278,454 76.88 1.5550
2024-11-12 2024-09-30 13F LPL FINL HLDGS COM 50212V100 3,099,904 1,212,715 64.26 722,773 37.27 0.8530
2024-08-14 2024-06-30 13F LPL FINL HLDGS COM 50212V100 1,887,189 121,959 6.91 526,525 12.88 0.6541
2024-05-28 2024-03-31 13F/A-1 LPL FINL HLDGS COM 50212V100 1,765,230 738,509 71.93 466,434 99.55 0.5556
2024-05-13 2024-03-31 13F LPL FINL HLDGS COM 50212V100 1,765,230 738,509 466,434 0.2308
2024-02-07 2023-12-31 13F LPL FINL HLDGS COM 50212V100 1,026,721 181,594 21.49 233,744 16.40 0.3096
2023-11-08 2023-09-30 13F LPL FINL HLDGS COM 50212V100 845,127 -2,333 -0.28 200,814 8.96 0.2780
2023-08-10 2023-06-30 13F LPL FINL HLDGS COM 50212V100 847,460 785,347 1,264.38 184,296 1,365.92 0.2481
2023-05-09 2023-03-31 13F LPL FINL HLDGS COM 50212V100 62,113 -4,631 -6.94 12,573 -12.88 0.0173
2023-02-08 2022-12-31 13F LPL FINL HLDGS COM 50212V100 66,744 5 0.01 14,431 -2.83 0.0195
2022-11-09 2022-09-30 13F LPL FINL HLDGS COM 50212V100 66,739 -39,341 -37.09 14,852 -24.13 0.0217
2022-08-10 2022-06-30 13F LPL FINL HLDGS COM 50212V100 106,080 -21,053 -16.56 19,576 -15.72 0.0274
2022-05-10 2022-03-31 13F LPL FINL HLDGS COM 50212V100 127,133 -26,610 -17.31 23,227 -5.65 0.0281
2022-02-04 2021-12-31 13F LPL FINL HLDGS COM 50212V100 153,743 -2,933 -1.87 24,619 0.22 0.0297
2021-11-05 2021-09-30 13F LPL FINL HLDGS COM 50212V100 156,676 -3,825 -2.38 24,565 13.39 0.0311
2021-08-12 2021-06-30 13F LPL FINL HLDGS COM 50212V100 160,501 -6,628 -3.97 21,665 -8.82 0.0276
2021-05-10 2021-03-31 13F LPL FINL HLDGS COM 50212V100 167,129 -5,310 -3.08 23,761 32.22 0.0319
2021-02-10 2020-12-31 13F/A-1 LPL FINL HLDGS COM 50212V100 172,439 -5,602 -3.15 17,971 31.66 0.0279
2021-02-04 2020-12-31 13F LPL FINL HLDGS COM 50212V100 172,439 -5,602 17,971 10,781.5318
2020-11-13 2020-09-30 13F/A-1 LPL FINL HLDGS COM 50212V100 178,041 7,889 4.64 13,650 2.33 0.0249
2020-11-09 2020-09-30 13F LPL FINL HLDGS COM 50212V100 170,152 0 13,339 9,792.4150
2020-08-12 2020-06-30 13F LPL FINL HLDGS COM 50212V100 170,152 38,484 29.23 13,339 86.14 0.0245
2020-05-13 2020-03-31 13F LPL FINL HLDGS COM 50212V100 131,668 -410 -0.31 7,166 -41.19 0.0142
2020-02-06 2019-12-31 13F/A-1 LPL FINL HLDGS COM 50212V100 132,078 42,154 46.88 12,185 65.44 0.0161
2020-02-05 2019-12-31 13F LPL FINL HLDGS COM 50212V100 132,078 42,154 12,185 6,850.7629
2019-11-20 2019-09-30 13F/A-1 LPL FINL HLDGS COM 50212V100 89,924 -1,505 -1.65 7,365 -1.26 0.0100
2019-11-08 2019-09-30 13F LPL FINL HLDGS COM 50212V100 91,104 -325 7,435 0.0098
2019-08-26 2019-06-30 13F/A-1 LPL FINL HLDGS COM 50212V100 91,429 -1,766 -1.89 7,459 14.91 0.0098
2019-08-09 2019-06-30 13F LPL FINL HLDGS COM 50212V100 91,429 -1,766 7,459
2019-05-13 2019-03-31 13F/A-1 LPL FINL HLDGS COM 50212V100 93,195 11,338 13.85 6,491 29.82 0.0086
2019-05-03 2019-03-31 13F LPL FINL HLDGS COM 50212V100 93,195 11,338 6,491
2019-02-07 2018-12-31 13F LPL FINL HLDGS COM 50212V100 81,857 81,857 5,000 0.0072
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.