LPLA LPL FINL HLDGS INC

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

AI Ownership Summary

Coronation Fund Managers Ltd. reported LPL FINL HLDGS INC (LPLA) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.66% in 2025 Q4. The latest visible filing shows LPLA at 3.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LPLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coronation Fund Managers Ltd.'s position in LPL FINL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LPLA was reported at 3.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coronation Fund Managers Ltd. held LPLA — position size vs. price
% of Fund (quarterly)    LPLA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 228,265 +40,292 +21.4% 3.66% $81.5M 2026-02-14 (Est.) $334.38
2025 Q3 ADDED 187,973 +36,950 +24.5% 3.26% $62.5M 2025-11-07 $372.84
2025 Q2 ADDED 151,023 +27,690 +22.5% 3.07% $56.6M 2025-07-30 $397.96
2025 Q1 REDUCED 123,333 -63,675 -34.0% 2.19% $40.3M 2025-05-12 $375.48
2024 Q4 REDUCED 187,008 -30,443 -14.0% 3.59% $61.1M 2025-01-28 $356.63
2024 Q3 REDUCED 217,451 -90,897 -29.5% 2.81% $50.6M 2024-10-29 $264.23
2024 Q2 ADDED 308,348 +10,170 +3.4% 2.47% $86.1M 2024-07-18 $217.43
2024 Q1 ADDED 298,178 +183,290 +159.5% 2.14% $78.8M 2024-05-03 $268.65
2023 Q4 ADDED 114,888 +38,606 +50.6% 0.73% $26.2M 2024-02-09 $245.89
2023 Q3 REDUCED 76,282 -10,641 -12.2% 0.54% $18.1M 2023-10-18 $230.33
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coronation Fund Managers Ltd. and LPLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coronation Fund Managers Ltd. reported owning LPLA?

Coronation Fund Managers Ltd. reported LPLA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LPLA position in Coronation Fund Managers Ltd.'s portfolio?

The largest reported portfolio weight for LPLA was 3.66% in 2025 Q4.

What is the latest reported LPLA position on this page?

The most recent filing on this page is 2025 Q4, when Coronation Fund Managers Ltd. reported 228,265 shares, equal to 3.66% of portfolio, with an estimated market value of $81.5M.

What does the chart on this LPLA ownership page compare?

The chart compares Coronation Fund Managers Ltd.'s quarterly LPLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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