Ownership history in Boston Partners · 29 quarters on record
This page tracks every 13F SEC filing in which Boston Partners reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,550,318 | -119,008 | -3.2% | 1.31% | $1.27B | $356.83 |
| 2025 Q3 | REDUCED | 3,669,326 | -5,238 | -0.1% | 1.25% | $1.22B | $332.11 |
| 2025 Q2 | ADDED | 3,674,564 | +160,281 | +4.6% | 1.54% | $1.38B | $374.00 |
| 2025 Q1 | REDUCED | 3,514,283 | -391,258 | -10.0% | 1.39% | $1.15B | $326.04 |
| 2024 Q4 | ADDED | 3,905,541 | +805,637 | +26.0% | 1.56% | $1.28B | $325.10 |
| 2024 Q3 | ADDED | 3,099,904 | +1,212,715 | +64.3% | 0.85% | $722.8M | $231.40 |
| 2024 Q2 | ADDED | 1,887,189 | +121,959 | +6.9% | 0.65% | $526.5M | $277.41 |
| 2024 Q1 | ADDED | 1,765,230 | +738,509 | +71.9% | 0.56% | $466.4M | $262.11 |
| 2023 Q4 | ADDED | 1,026,721 | +181,594 | +21.5% | 0.31% | $233.7M | $225.57 |
| 2023 Q3 | REDUCED | 845,127 | -2,333 | -0.3% | 0.28% | $200.8M | $235.19 |
As of 2025 Q4 — sorted by position size