LPL Financial
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LPL Financial’s Intellia Therapeutics NTLA Stock Holding History

LPL Financial’s Portfolio NTLA Stock Details NTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.17M Sell
180,335
-11,145
-6% -$139K ﹤0.01% 3708
2026
Q2 		$3.24M Buy
191,480
+68,619
+56% +$960K ﹤0.01% 3225
2026
Q1 		$1.58M Buy
122,861
+2,564
+2% +$32.7K ﹤0.01% 3729
2025
Q4 		$1.08M Buy
120,297
+17,262
+17% +$238K ﹤0.01% 3992
2025
Q3 		$1.78M Buy
103,035
+39,082
+61% +$481K ﹤0.01% 3419
2025
Q2 		$600K Buy
63,953
+9,249
+17% +$76K ﹤0.01% 4226
2025
Q1 		$389K Buy
54,704
+663
+1% +$6.7K ﹤0.01% 4389
2024
Q4 		$630K Sell
54,041
-2,554
-5% -$39.9K ﹤0.01% 3891
2024
Q3 		$1.16M Sell
56,595
-731
-1% -$16.9K ﹤0.01% 3252
2024
Q2 		$1.28M Buy
57,326
+5,735
+11% +$137K ﹤0.01% 3016
2024
Q1 		$1.42M Buy
51,591
+5,055
+11% +$140K ﹤0.01% 2865
2023
Q4 		$1.42M Buy
46,536
+1,738
+4% +$50K ﹤0.01% 2725
2023
Q3 		$1.42M Buy
44,798
+219
+0.5% +$8.5K ﹤0.01% 2601
2023
Q2 		$1.82M Buy
44,579
+5,998
+16% +$243K ﹤0.01% 2336
2023
Q1 		$1.44M Buy
38,581
+2,590
+7% +$102K ﹤0.01% 2445
2022
Q4 		$1.26M Sell
35,991
-3,776
-9% -$180K ﹤0.01% 2464
2022
Q3 		$2.22M Sell
39,767
-2,056
-5% -$128K ﹤0.01% 1898
2022
Q2 		$2.16M Buy
41,823
+912
+2% +$46.3K ﹤0.01% 1964
2022
Q1 		$2.97M Sell
40,911
-3,732
-8% -$316K ﹤0.01% 1762
2021
Q4 		$5.28M Buy
44,643
+891
+2% +$112K ﹤0.01% 1427
2021
Q3 		$5.87M Buy
43,752
+1,817
+4% +$275K 0.01% 1292
2021
Q2 		$6.79M Sell
41,935
-11,826
-22% -$921K 0.01% 1140
2021
Q1 		$4.32M Buy
53,761
+10,454
+24% +$702K 0.01% 1324
2020
Q4 		$2.36M Buy
43,307
+12,460
+40% +$452K ﹤0.01% 1570
2020
Q3 		$613K Buy
30,847
+4,406
+17% +$91.9K ﹤0.01% 2310
2020
Q2 		$556K Buy
26,441
+14,409
+120% +$245K ﹤0.01% 2299
2020
Q1 		$147K Buy
+12,032
New +$162K ﹤0.01% 2902

Other funds holding NTLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Regeneron Pharmaceuticals
Regeneron Pharmaceuticals Tarrytown, New York $180M AUM 18.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Contrarius Group Holdings
Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

LPL Financial's NTLA Position: Q3 2026 in Review

LPL Financial reduced its Intellia Therapeutics (NTLA) stake by 5.8% in Q3 2026, selling an estimated $139K and leaving 180,335 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

LPL Financial first reported a position in NTLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.79M in Q2 2021. 178 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

  • LPL Financial held 180,335 shares of Intellia Therapeutics worth $2.17M as of Q3 2026.
  • LPL Financial sold 11,145 Intellia Therapeutics shares in Q3 2026, an estimated $139K.
  • Intellia Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3708 holding.
  • LPL Financial first reported a position in Intellia Therapeutics in Q1 2020 and has held it in 27 quarters since.
  • LPL Financial's Intellia Therapeutics position peaked at $6.79M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.