First Pacific Advisors's LPLA Position Overview
First Pacific Advisors (via First Pacific Advisors, Lp) currently holds 387,412 shares of LPL Financial Holdings Inc. (LPLA) worth $138.37 M, representing 1.82% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, First Pacific Advisors has maintained a long-term strategic position in LPLA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 1.73 M shares. Largest reduction occurred in Q4 2019, reducing 713,927 shares.
Analysis based on 13F filings available since 2013 Q2
First Pacific Advisors's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by First Pacific Advisors
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -56,091 | Reduce 12.65% | 387,412 | $357.17 |
| Q2 2025 | -14,438 | Reduce 3.15% | 443,503 | $374.97 |
| Q1 2025 | -348 | Reduce 0.08% | 457,941 | $327.14 |
| Q4 2024 | -73 | Reduce 0.02% | 458,289 | $326.51 |
| Q3 2024 | -576 | Reduce 0.13% | 458,362 | $232.63 |
| Q2 2024 | -884 | Reduce 0.19% | 458,938 | $279.30 |
| Q1 2024 | -439 | Reduce 0.10% | 459,822 | $264.20 |
| Q4 2023 | -20,384 | Reduce 4.24% | 460,261 | $227.62 |
| Q3 2023 | -855 | Reduce 0.18% | 480,645 | $237.65 |
| Q2 2023 | -285 | Reduce 0.06% | 481,500 | $217.43 |
| Q1 2023 | -15,333 | Reduce 3.08% | 481,785 | $202.40 |
| Q4 2022 | -60,807 | Reduce 10.90% | 497,118 | $216.17 |
| Q3 2022 | -4,381 | Reduce 0.78% | 557,925 | $218.48 |
| Q2 2022 | -71,406 | Reduce 11.27% | 562,306 | $184.48 |
| Q1 2022 | -60,285 | Reduce 8.69% | 633,712 | $182.68 |
| Q4 2021 | -31,631 | Reduce 4.36% | 693,997 | $160.09 |
| Q3 2021 | -71,056 | Reduce 8.92% | 725,628 | $156.76 |
| Q2 2021 | -66,234 | Reduce 7.68% | 796,684 | $134.98 |
| Q1 2021 | -236,097 | Reduce 21.48% | 862,918 | $142.16 |
| Q4 2020 | -273,091 | Reduce 19.90% | 1.1 M | $104.22 |
| Q3 2020 | -30,210 | Reduce 2.15% | 1.37 M | $76.67 |
| Q2 2020 | -240,582 | Reduce 14.64% | 1.4 M | $78.40 |
| Q1 2020 | -254,348 | Reduce 13.41% | 1.64 M | $54.43 |
| Q4 2019 | -713,927 | Reduce 27.34% | 1.9 M | $92.25 |
| Q3 2019 | -292,083 | Reduce 10.06% | 2.61 M | $81.90 |
| Q2 2019 | -21,406 | Reduce 0.73% | 2.9 M | $81.57 |
| Q1 2019 | -518,638 | Reduce 15.06% | 2.92 M | $69.65 |
| Q4 2018 | -24,416 | Reduce 0.70% | 3.44 M | $61.08 |
| Q3 2018 | -9,586 | Reduce 0.28% | 3.47 M | $64.51 |
| Q2 2018 | -400,100 | Reduce 10.32% | 3.48 M | $65.54 |
| Q1 2018 | -346,678 | Reduce 8.21% | 3.88 M | $61.07 |
| Q4 2017 | -313,600 | Reduce 6.91% | 4.22 M | $57.14 |
| Q3 2017 | -11,670 | Reduce 0.26% | 4.54 M | $51.57 |
| Q2 2017 | -23,320 | Reduce 0.51% | 4.55 M | $42.46 |
| Q1 2017 | -13,820 | Reduce 0.30% | 4.57 M | $39.83 |
| Q4 2016 | +20,800 | Add 0.46% | 4.59 M | $35.21 |
| Q3 2016 | +120 | Add 0.00% | 4.57 M | $29.91 |
| Q2 2016 | -302,270 | Reduce 6.21% | 4.57 M | $22.53 |
| Q1 2016 | +359,240 | Add 7.97% | 4.87 M | $24.80 |
| Q4 2015 | +116,490 | Add 2.65% | 4.51 M | $42.65 |
| Q3 2015 | +1.73 M | Add 64.71% | 4.39 M | $39.77 |
| Q2 2015 | +2.67 M | New Buy | 2.67 M | $46.49 |
First Pacific Advisors's LPL Financial Holdings Investment FAQs
First Pacific Advisors first purchased LPL Financial Holdings Inc. (LPLA) in Q2 2015, acquiring 2,666,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Pacific Advisors has held LPL Financial Holdings Inc. (LPLA) for 43 quarters since Q2 2015.
First Pacific Advisors's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q2 2015, adding 2,666,600 shares worth $123.97 M.
According to the latest 13F filing for Q4 2025, First Pacific Advisors's firm, First Pacific Advisors, Lp, owns 387,412 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $138.37 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 1.82% of First Pacific Advisors's publicly disclosed stock portfolio, making it one of their key holdings.
First Pacific Advisors's peak holding in LPL Financial Holdings Inc. (LPLA) was 4,867,840 shares, as reported at the end of Q1 2016.