LPL Financial Holdings Inc.
IT ˙ BIT ˙ US50212V1008
251,40 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1LPLA / LPL Financial Holdings Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership127,421 shares
Latest Disclosed Value $ 38,332,171
Neuberger Berman Group LLC reports 2,370.84% increase in ownership of 1LPLA / LPL Financial Holdings Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 127,421 shares of LPL Financial Holdings Inc. (IT:1LPLA) valued at $32,364,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,157 shares of LPL Financial Holdings Inc.. This represents a change in shares of 2,370.84% during the quarter. The current value of the position is $32,033,639 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 127,421 122,264 2,370.84 38,332 1,981.00 0.0149
2026-02-13 2025-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 5,157 -197 -3.68 1,842 3.43 0.0014
2025-11-12 2025-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 5,354 -139,226 -96.30 1,781 -96.71 0.0013
2025-08-25 2025-06-30 13F/A-1 LPL FINANCIAL HOLDINGS Common 50212V100 144,580 102,304 241.99 54,213 292.00 0.0417
2025-08-13 2025-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 144,580 102,304 54,213 0.0216
2025-05-13 2025-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 42,276 35,886 561.60 13,830 562.99 0.0116
2025-02-13 2024-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 6,390 149 2.39 2,086 43.76 0.0017
2024-11-14 2024-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 6,241 -124 -1.95 1,452 -18.35 0.0011
2024-11-14 2024-06-30 13F/A-1 LPL FINANCIAL HOLDINGS Common 50212V100 6,365 -667 -9.49 1,778 -4.31 0.0015
2024-08-13 2024-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 6,365 -667 1,778 0.0015
2024-11-14 2024-03-31 13F/A-1 LPL FINANCIAL HOLDINGS Common 50212V100 7,032 239 3.52 1,858 20.12 0.0015
2024-05-13 2024-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 7,032 239 1,858 0.0015
2024-11-14 2023-12-31 13F/A-2 LPL FINANCIAL HOLDINGS Common 50212V100 6,793 -723 -9.62 1,546 -13.44 0.0013
2024-02-09 2023-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 6,793 -723 1,546 0.0013
2023-11-14 2023-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 7,516 -451 -5.66 1,786 3.12 0.0016
2023-08-11 2023-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 7,967 904 12.80 1,732 21.20 0.0015
2023-05-12 2023-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 7,063 -1,257 -15.11 1,430 -20.52 0.0013
2023-02-13 2022-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 8,320 -1,791 -17.71 1,799 -18.61 0.0018
2022-11-15 2022-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 10,111 416 4.29 2,209 23.55 0.0023
2022-08-15 2022-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 9,695 2,183 29.06 1,788 30.32 0.0018
2022-05-23 2022-03-31 13F/A-1 LPL FINANCIAL HOLDINGS Common 50212V100 7,512 525 7.51 1,372 23.38 0.0012
2022-05-13 2022-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 7,512 525 1,360 0.0006
2022-02-11 2021-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 6,987 1,040 17.49 1,112 20.09 0.0009
2021-11-12 2021-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 5,947 3,529 145.95 926 188.47 0.0008
2021-08-13 2021-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 2,418 -2,797 -53.63 321 -56.39 0.0003
2021-05-13 2021-03-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 5,215 1,848 54.89 736 112.10 0.0007
2021-02-10 2020-12-31 13F LPL FINANCIAL HOLDINGS Common 50212V100 3,367 -9,978 -74.77 347 -66.08 0.0004
2020-11-12 2020-09-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 13,345 8,033 151.22 1,023 145.91 0.0012
2020-08-13 2020-06-30 13F LPL FINANCIAL HOLDINGS Common 50212V100 5,312 5,312 416 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.