Diamond Hill Capital's LPLA Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 136,548 shares of LPL Financial Holdings Inc. (LPLA) worth $41.08 M, representing 0.26% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Diamond Hill Capital has maintained this position in LPLA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 102,244 shares. Largest reduction occurred in Q4 2025, reducing 883 shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Diamond Hill Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +102,244 | Add 298.05% | 136,548 | $300.83 |
| Q4 2025 | -883 | Reduce 2.51% | 34,304 | $357.17 |
| Q3 2025 | -350 | Reduce 0.98% | 35,187 | $332.69 |
| Q2 2025 | +1,020 | Add 2.96% | 35,537 | $374.97 |
| Q1 2025 | +7,109 | Add 25.94% | 34,517 | $327.14 |
| Q4 2024 | +27,408 | New Buy | 27,408 | $326.51 |
Diamond Hill Capital's LPL Financial Holdings Investment FAQs
Diamond Hill Capital first purchased LPL Financial Holdings Inc. (LPLA) in Q4 2024, acquiring 27,408 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held LPL Financial Holdings Inc. (LPLA) for 6 quarters since Q4 2024.
Diamond Hill Capital's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2026, adding 136,548 shares worth $41.08 M.
According to the latest 13F filing for Q1 2026, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 136,548 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $41.08 M.
As of the Q1 2026 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.26% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Diamond Hill Capital's peak holding in LPL Financial Holdings Inc. (LPLA) was 136,548 shares, as reported at the end of Q1 2026.