SEC 13F Intelligence

Dodge & Cox / LPLA

Dodge & Cox’s Lpl Finl Hldgs Inc Position

Does Dodge & Cox own Lpl Finl Hldgs Inc (LPLA)? Yes — 4.15M shares worth $1.2B (+0.69% of its 13F portfolio) as of Q1 2026, up from 3.95M shares the prior filed quarter.

Position Value
$1.2B
Q1 2026
Shares
4.15M
% of Portfolio
+0.69%
Quarters Held
7
currently held

Position History LPLA

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’24: $153MQ4 ’24Q1 ’25: $498MQ1 ’25Q2 ’25: $1.0BQ2 ’25Q3 ’25: $1.1BQ3 ’25Q4 ’25: $1.4BQ4 ’25Q1 ’26: $1.2BQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.15M$1.2B+0.69%
Q4 20253.95M$1.4B+0.76%
Q3 20253.33M$1.1B+0.60%
Q2 20252.70M$1.0B+0.57%
Q1 20251.52M$498M+0.28%
Q4 2024470.1K$153M+0.09%
Q3 202415.6K$4M0.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dodge & Cox’s full portfolio or all institutional holders of LPLA.