Dodge & Cox
LPLA icon

Dodge & Cox’s LPL Financial LPLA Stock Holding History

Dodge & Cox’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 		$1.25B Buy
4,146,547
+197,577
+5% +$66.3M 0.69% 53
2025
Q4 		$1.41B Buy
3,948,970
+619,715
+19% +$219M 0.76% 48
2025
Q3 		$1.11B Buy
3,329,255
+627,546
+23% +$227M 0.6% 55
2025
Q2 		$1.01B Buy
2,701,709
+1,178,249
+77% +$413M 0.57% 54
2025
Q1 		$498M Buy
1,523,460
+1,053,351
+224% +$367M 0.28% 83
2024
Q4 		$153M Buy
470,109
+454,553
+2,922% +$134M 0.09% 95
2024
Q3 		$3.62M Buy
+15,556
New +$3.51M ﹤0.01% 139

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return