Epoch Investment Partners, Inc. / LPLA
Epoch Investment Partners, Inc.’s Lpl Finl Hldgs Inc Position
Does Epoch Investment Partners, Inc. own Lpl Finl Hldgs Inc (LPLA)? Yes — 408.3K shares worth $123M (+0.74% of its 13F portfolio) as of Q1 2026, down from 462.4K shares the prior filed quarter.
Position Value
$123M
Q1 2026
Shares
408.3K
% of Portfolio
+0.74%
Quarters Held
20
currently held
Position History LPLA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 408.3K | $123M | +0.74% |
| Q4 2025 | 462.4K | $165M | +0.94% |
| Q3 2025 | 482.7K | $161M | +0.88% |
| Q2 2025 | 579.6K | $217M | +1.12% |
| Q1 2025 | 585.6K | $192M | +0.99% |
| Q4 2024 | 725.6K | $237M | +1.15% |
| Q3 2024 | 700.0K | $163M | +0.73% |
| Q2 2024 | 646.3K | $181M | +0.82% |
| Q1 2024 | 927.4K | $245M | +1.09% |
| Q4 2023 | 774.3K | $176M | +0.80% |
| Q3 2023 | 409.7K | $97M | +0.62% |
| Q2 2023 | 420.6K | $91M | +0.53% |
| Q1 2023 | 187.4K | $38M | +0.23% |
| Q4 2022 | 190.1K | $41M | +0.25% |
| Q3 2022 | 292.5K | $64M | +0.42% |
| Q2 2022 | 335.3K | $62M | +0.36% |
| Q1 2022 | 332.5K | $61M | +0.30% |
| Q4 2021 | 375.8K | $60M | +0.31% |
| Q3 2021 | 397.8K | $62M | +0.35% |
| Q3 2020 | 278.1K | $21M | +0.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Epoch Investment Partners, Inc.’s full portfolio or all institutional holders of LPLA.