LPL Financial Holdings Inc.
IT ˙ BIT ˙ US50212V1008
251,40 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1LPLA / LPL Financial Holdings Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership405,812 shares
Latest Disclosed Value $ 122,080,424
Victory Capital Management Inc reports 288.51% increase in ownership of 1LPLA / LPL Financial Holdings Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 405,812 shares of LPL Financial Holdings Inc. (IT:1LPLA) valued at $103,076,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 104,453 shares of LPL Financial Holdings Inc.. This represents a change in shares of 288.51% during the quarter. The current value of the position is $102,021,137 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)
2026-05-15 2026-03-31 13F LPL FINL HLDGS COM 50212V100 405,812 301,359 288.51 122,080 227.23 0.0586
2026-02-13 2025-12-31 13F LPL FINL HLDGS COM 50212V100 104,453 -13,704 -11.60 37,307 -5.09 0.0211
2025-11-12 2025-09-30 13F LPL FINL HLDGS COM 50212V100 118,157 88,302 295.77 39,310 251.16 0.0230
2025-08-13 2025-06-30 13F LPL FINL HLDGS COM 50212V100 29,855 -1,114 -3.60 11,195 10.49 0.0072
2025-05-02 2025-03-31 13F LPL FINL HLDGS COM 50212V100 30,969 -3,254 -9.51 10,131 -9.33 0.0104
2025-02-06 2024-12-31 13F LPL FINL HLDGS COM 50212V100 34,223 -85,732 -71.47 11,174 -59.96 0.0110
2024-11-05 2024-09-30 13F LPL FINL HLDGS COM 50212V100 119,955 -47,154 -28.22 27,905 -40.21 0.0269
2024-08-05 2024-06-30 13F LPL FINL HLDGS COM 50212V100 167,109 -8,915 -5.06 46,674 0.36 0.0468
2024-05-03 2024-03-31 13F LPL FINL HLDGS COM 50212V100 176,024 -44,808 -20.29 46,506 -7.48 0.0454
2024-02-05 2023-12-31 13F LPL FINL HLDGS COM 50212V100 220,832 -12,373 -5.31 50,266 -9.30 0.0529
2023-11-06 2023-09-30 13F LPL FINL HLDGS COM 50212V100 233,205 8,570 3.82 55,421 13.47 0.0637
2023-07-27 2023-06-30 13F LPL FINL HLDGS COM 50212V100 224,635 -84,458 -27.32 48,842 -21.93 0.0537
2023-05-02 2023-03-31 13F LPL FINL HLDGS COM 50212V100 309,093 39,065 14.47 62,560 7.18 0.0703
2023-04-25 2022-12-31 13F/A-3 LPL FINL HLDGS COM 50212V100 270,028 -2,534 -0.93 58,372 -1.98 0.0672
2023-03-10 2022-12-31 13F/A-2 LPL FINL HLDGS COM 50212V100 270,028 -2,534 58,372 0.0403
2023-02-10 2022-12-31 13F/A-1 LPL FINL HLDGS COM 50212V100 270,028 -2,534 58,372 0.0403
2023-02-09 2022-12-31 13F LPL FINL HLDGS COM 50212V100 281,240 8,678 63,027 0.0428
2022-11-02 2022-09-30 13F LPL FINL HLDGS COM 50212V100 272,562 -244,395 -47.28 59,549 -37.56 0.0695
2022-08-01 2022-06-30 13F LPL FINL HLDGS COM 50212V100 516,957 -148,058 -22.26 95,368 -21.72 0.1087
2022-05-04 2022-03-31 13F LPL FINL HLDGS COM 50212V100 665,015 -316,628 -32.25 121,825 -22.48 0.1219
2022-02-07 2021-12-31 13F LPL FINL HLDGS COM 50212V100 981,643 52,996 5.71 157,151 7.95 0.1446
2021-11-02 2021-09-30 13F LPL FINL HLDGS COM 50212V100 928,647 206,486 28.59 145,575 49.34 0.1426
2021-08-03 2021-06-30 13F LPL FINL HLDGS COM 50212V100 722,161 25,864 3.71 97,478 -1.52 0.0936
2021-05-04 2021-03-31 13F LPL FINL HLDGS COM 50212V100 696,297 520,305 295.64 98,986 439.67 0.1014
2021-02-01 2020-12-31 13F LPL FINL HLDGS COM 50212V100 175,992 -5,549 -3.06 18,342 31.78 0.0204
2020-11-09 2020-09-30 13F LPL Financial Holdings COM 50212V100 181,541 -32,444 -15.16 13,919 -17.04 0.0179
2020-08-07 2020-06-30 13F LPL FINL HLDGS COM 50212V100 213,985 -49,846 -18.89 16,777 16.83 0.0227
2020-05-12 2020-03-31 13F/A-1 LPL FINL HLDGS COM 50212V100 263,831 -782,309 -74.78 14,360 -85.12 0.0241
2020-05-04 2020-03-31 13F LPL FINL HLDGS COM 50212V100 263,831 -782,309 14,360 15,715.5608
2020-02-06 2019-12-31 13F/A-1 LPL FINL HLDGS COM 50212V100 1,046,140 255,835 32.37 96,507 49.10 0.1172
2020-02-04 2019-12-31 13F LPL FINL HLDGS COM 50212V100 927,593 137,288 85,459 102,438.9039
2019-11-12 2019-09-30 13F LPL FINL HLDGS COM 50212V100 790,305 140,935 21.70 64,726 22.20 0.0833
2019-08-15 2019-06-30 13F LPL FINL HLDGS COM 50212V100 649,370 -125,749 -16.22 52,969 -1.89 0.1068
2019-05-03 2019-03-31 13F LPL FINL HLDGS Common Stock 50212V100 775,119 -19,890 -2.50 53,987 11.18 0.1228
2019-05-02 2018-12-31 13F/A-1 LPL FINL HLDGS COM 50212V100 795,009 -24,813 -3.03 48,559 -8.18 0.1219
2019-02-05 2018-12-31 13F LPL FINL HLDGS COM 50212V100 795,009 -24,813 48,559
2018-11-01 2018-09-30 13F LPL FINL HLDGS COM 50212V100 819,822 3,011 0.37 52,886 -1.21 0.1091
2018-08-02 2018-06-30 13F LPL FINL HLDGS COM 50212V100 816,811 3,853 0.47 53,534 7.83 0.1139
2018-05-04 2018-03-31 13F LPL FINL HLDGS COM 50212V100 812,958 -101,669 -11.12 49,647 -5.00 0.1083
2018-02-01 2017-12-31 13F LPL FINL HLDGS COM 50212V100 914,627 16,487 1.84 52,262 12.84 0.1100
2017-10-27 2017-09-30 13F LPL FINL HLDGS COM 50212V100 898,140 -41,996 -4.47 46,317 16.03 0.1041
2017-08-07 2017-06-30 13F LPL FINL HLDGS COM 50212V100 940,136 -65,797 -6.54 39,918 -0.37 0.0934
2017-05-10 2017-03-31 13F LPL FINL HLDGS COM 50212V100 1,005,933 95,353 10.47 40,066 24.96 0.0954
2017-02-09 2016-12-31 13F LPL Financial Holdings COM 50212V100 910,580 904,278 14,349.06 32,062 16,954.26 0.0809
2016-11-02 2016-09-30 13F LPL FINL HLDGS COM 50212V100 6,302 -2,675 -29.80 188 -6.93 0.0005
2016-08-09 2016-06-30 13F LPL FINL HLDGS COM 50212V100 8,977 1,342 17.58 202 6.88 0.0008
2016-05-17 2016-03-31 13F/A-2 LPL FINL HLDGS COM 50212V100 7,635 7,635 189 0.0008
2016-05-12 2016-03-31 13F/A-1 LPL FINL HLDGS COM 50212V100 7,635 0 189 0.0008
2016-05-12 2016-03-31 13F LPL FINL HLDGS COM 50212V100 7,635 189
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.