LPLA LPL FINL HLDGS INC

Ownership history in Coronation Fund Managers Ltd.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Coronation Fund Managers Ltd. 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.

Peak position
3.66% (2025 Q4)
Avg. % of fund
1.97%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 228,265 +40,292 +21.4% 3.66% $81.5M $356.83
2025 Q3 ADDED 187,973 +36,950 +24.5% 3.26% $62.5M $332.11
2025 Q2 ADDED 151,023 +27,690 +22.5% 3.07% $56.6M $374.00
2025 Q1 REDUCED 123,333 -63,675 -34.0% 2.19% $40.3M $326.04
2024 Q4 REDUCED 187,008 -30,443 -14.0% 3.59% $61.1M $325.10
2024 Q3 REDUCED 217,451 -90,897 -29.5% 2.81% $50.6M $231.40
2024 Q2 ADDED 308,348 +10,170 +3.4% 2.47% $86.1M $277.41
2024 Q1 ADDED 298,178 +183,290 +159.5% 2.14% $78.8M $262.11
2023 Q4 ADDED 114,888 +38,606 +50.6% 0.73% $26.2M $225.57
2023 Q3 REDUCED 76,282 -10,641 -12.2% 0.54% $18.1M $235.19
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% of Fund (quarterly)    LPLA price (monthly, adj. close)
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