Canada Pension Plan Investment Board
LPLA icon

Canada Pension Plan Investment Board’s LPL Financial LPLA Stock Holding History

Canada Pension Plan Investment Board’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
2026
Q1 		$397K Buy
1,320
+840
+175% +$282K ﹤0.01% 1315
2025
Q4 		$171K Buy
+480
New +$170K ﹤0.01% 1710
2025
Q2 		– Sell
-329,607
Closed -$108M – 1416
2025
Q1 		$108M Sell
329,607
-30,971
-9% -$10.8M 0.1% 176
2024
Q4 		$118M Sell
360,578
-247,187
-41% -$73.1M 0.11% 167
2024
Q3 		$141M Sell
607,765
-167,136
-22% -$37.7M 0.13% 152
2024
Q2 		$216M Sell
774,901
-8,876
-1% -$2.41M 0.21% 107
2024
Q1 		$207M Buy
783,777
+88,241
+13% +$22.3M 0.22% 104
2023
Q4 		$158M Buy
695,536
+238,546
+52% +$53.6M 0.2% 127
2023
Q3 		$109M Buy
456,990
+357,245
+358% +$83M 0.16% 148
2023
Q2 		$21.7M Sell
99,745
-9,200
-8% -$1.84M 0.03% 363
2023
Q1 		$22.1M Buy
108,945
+10,900
+11% +$2.49M 0.03% 336
2022
Q4 		$21.2M Buy
98,045
+29,480
+43% +$6.89M 0.04% 317
2022
Q3 		$15M Buy
68,565
+39,965
+140% +$8.5M 0.03% 388
2022
Q2 		$5.28M Buy
28,600
+20,800
+267% +$3.95M 0.01% 528
2022
Q1 		$1.43M Buy
+7,800
New +$1.36M ﹤0.01% 791
2021
Q4 		– Sell
-1,075
Closed -$169K – 1547
2021
Q3 		$169K Buy
1,075
+290
+37% +$41.7K ﹤0.01% 1223
2021
Q2 		$106K Buy
+785
New +$114K ﹤0.01% 1021
2020
Q3 		– Sell
-6,500
Closed -$510K – 1241
2020
Q2 		$510K Sell
6,500
-35,053
-84% -$2.34M ﹤0.01% 1066
2020
Q1 		$2.26M Buy
41,553
+34,953
+530% +$2.82M 0.01% 698
2019
Q4 		$609K Buy
6,600
+100
+2% +$8.58K ﹤0.01% 1128
2019
Q3 		$532K Sell
6,500
-38,764
-86% -$3.1M ﹤0.01% 1038
2019
Q2 		$3.69M Sell
45,264
-25,876
-36% -$2.05M 0.01% 809
2019
Q1 		$4.96M Sell
71,140
-11,560
-14% -$833K 0.01% 794
2018
Q4 		$5.05M Sell
82,700
-114,000
-58% -$6.95M 0.01% 768
2018
Q3 		$12.7M Buy
196,700
+134,200
+215% +$8.9M 0.02% 537
2018
Q2 		$4.1M Sell
62,500
-15,900
-20% -$1.04M 0.01% 842
2018
Q1 		$4.79M Sell
78,400
-1,100
-1% -$68.2K 0.01% 806
2017
Q4 		$4.54M Sell
79,500
-21,700
-21% -$1.14M 0.01% 720
2017
Q3 		$5.22M Buy
101,200
+6,200
+7% +$285K 0.01% 652
2017
Q2 		$4.03M Buy
+95,000
New +$3.86M 0.01% 693
2016
Q2 		– Sell
-2,200
Closed -$55K – 1124
2016
Q1 		$55K Sell
2,200
-100
-4% -$2.7K ﹤0.01% 1113
2015
Q4 		$98K Buy
2,300
+100
+5% +$4.26K ﹤0.01% 1084
2015
Q3 		$87K Sell
2,200
-8,000
-78% -$344K ﹤0.01% 1126
2015
Q2 		$474K Sell
10,200
-2,800
-22% -$121K ﹤0.01% 951
2015
Q1 		$570K Buy
+13,000
New +$575K ﹤0.01% 930
2013
Q4 		– Sell
-100
Closed -$4K – 1250
2013
Q3 		$4K Buy
+100
New +$3.83K ﹤0.01% 1137

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Canada Pension Plan Investment Board's LPLA Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its LPL Financial (LPLA) stake by 175% in Q1 2026, buying an estimated $282K and bringing the position to 1,320 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Canada Pension Plan Investment Board first reported a position in LPLA in Q3 2013 and has held it in 36 quarters since. The position peaked at $216M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Canada Pension Plan Investment Board held 1,320 shares of LPL Financial worth $397K as of Q1 2026.
  • Canada Pension Plan Investment Board bought 840 LPL Financial shares in Q1 2026, an estimated $282K.
  • LPL Financial made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #1315 holding.
  • Canada Pension Plan Investment Board first reported a position in LPL Financial in Q3 2013 and has held it in 36 quarters since.
  • Canada Pension Plan Investment Board's LPL Financial position peaked at $216M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.