Capital World Investors
LPLA icon

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
Q2 		$660M Buy
2,343,266
+30,820
+1% +$9.25M 0.08% 189
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors's LPLA Position: Q2 2026 in Review

Capital World Investors increased its LPL Financial (LPLA) stake by 1.3% in Q2 2026, buying an estimated $9.25M and bringing the position to 2,343,266 shares worth $660M. The position accounts for 0.08% of the portfolio, ranked #189.

Capital World Investors first reported a position in LPLA in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.29B in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Capital World Investors held 2,343,266 shares of LPL Financial worth $660M as of Q2 2026.
  • Capital World Investors bought 30,820 LPL Financial shares in Q2 2026, an estimated $9.25M.
  • LPL Financial made up 0.08% of Capital World Investors's portfolio in Q2 2026, its #189 holding.
  • Capital World Investors first reported a position in LPL Financial in Q3 2022 and has held it in 11 quarters since.
  • Capital World Investors's LPL Financial position peaked at $1.29B in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.