Artisan Partners
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Artisan Partners’s LPL Financial LPLA Stock Holding History

Artisan Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-367,426
Closed -$138M – 359
2025
Q2 		$138M Sell
367,426
-22,304
-6% -$7.81M 0.2% 116
2025
Q1 		$127M Sell
389,730
-28,143
-7% -$9.8M 0.21% 115
2024
Q4 		$136M Buy
+417,873
New +$124M 0.21% 114
2023
Q1 		– Sell
-533,453
Closed -$115M – 337
2022
Q4 		$115M Sell
533,453
-408,127
-43% -$95.4M 0.2% 112
2022
Q3 		$206M Sell
941,580
-245,123
-21% -$52.1M 0.36% 78
2022
Q2 		$219M Sell
1,186,703
-334,125
-22% -$63.5M 0.37% 78
2022
Q1 		$278M Buy
1,520,828
+264,712
+21% +$46.1M 0.37% 81
2021
Q4 		$201M Sell
1,256,116
-12,409
-1% -$2.05M 0.24% 120
2021
Q3 		$199M Buy
1,268,525
+182,071
+17% +$26.2M 0.24% 115
2021
Q2 		$147M Buy
+1,086,454
New +$158M 0.17% 136
2014
Q4 		– Sell
-2,443,188
Closed -$113M – 366
2014
Q3 		$113M Sell
2,443,188
-527,520
-18% -$25.4M 0.2% 135
2014
Q2 		$148M Sell
2,970,708
-77,306
-3% -$3.75M 0.26% 123
2014
Q1 		$160M Buy
3,048,014
+428,159
+16% +$22.6M 0.28% 123
2013
Q4 		$123M Buy
2,619,855
+695,144
+36% +$29.2M 0.22% 138
2013
Q3 		$73.7M Sell
1,924,711
-16,489
-0.8% -$631K 0.14% 164
2013
Q2 		$73.3M Buy
+1,941,200
New +$69.4M 0.16% 158

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners's LPLA Position: Q3 2025 in Review

Artisan Partners sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 367,426 shares — an estimated $138M sold.

Artisan Partners first reported a position in LPLA in Q2 2013 and held it in 16 quarters. The position peaked at $278M in Q1 2022. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Artisan Partners reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Artisan Partners sold 367,426 LPL Financial shares in Q3 2025, an estimated $138M.
  • Artisan Partners first reported a position in LPL Financial in Q2 2013 and held it in 16 quarters.
  • Artisan Partners's LPL Financial position peaked at $278M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Artisan Partners's 13F filing for Q3 2025, filed 12 Nov 2025.