Capital World Investors
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Capital World Investors’s LPL Financial LPLA Stock Holding History

Capital World Investors’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 		$696M Sell
2,312,446
-1,312,911
-36% -$441M 0.09% 179
2025
Q4 		$1.29B Buy
3,625,357
+996,806
+38% +$353M 0.18% 124
2025
Q3 		$874M Buy
2,628,551
+2,612,184
+15,960% +$947M 0.12% 156
2025
Q2 		$6.14M Buy
16,367
+10,932
+201% +$3.83M ﹤0.01% 512
2025
Q1 		$1.78M Sell
5,435
-13,819
-72% -$4.81M ﹤0.01% 517
2024
Q4 		$6.29M Buy
19,254
+1,447
+8% +$428K ﹤0.01% 492
2024
Q3 		$4.14M Hold
17,807
– – ﹤0.01% 483
2024
Q2 		$4.97M Buy
+17,807
New +$4.83M ﹤0.01% 476
2023
Q1 		– Sell
-504,494
Closed -$109M – 536
2022
Q4 		$109M Hold
504,494
– – 0.02% 329
2022
Q3 		$110M Buy
+504,494
New +$107M 0.02% 320

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital World Investors's LPLA Position: Q1 2026 in Review

Capital World Investors reduced its LPL Financial (LPLA) stake by 36% in Q1 2026, selling an estimated $441M and leaving 2,312,446 shares worth $696M. The position accounts for 0.09% of the portfolio, ranked #179.

Capital World Investors first reported a position in LPLA in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.29B in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Capital World Investors held 2,312,446 shares of LPL Financial worth $696M as of Q1 2026.
  • Capital World Investors sold 1,312,911 LPL Financial shares in Q1 2026, an estimated $441M.
  • LPL Financial made up 0.09% of Capital World Investors's portfolio in Q1 2026, its #179 holding.
  • Capital World Investors first reported a position in LPL Financial in Q3 2022 and has held it in 10 quarters since.
  • Capital World Investors's LPL Financial position peaked at $1.29B in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.