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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,265 positions · $113,459,383,224 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in BRK-B

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Shares Held

Position Value (USD)

36 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,633,457,665 3,408,718
2026-03-31 $1,533,440 3,200
2025-09-30 $1,654,367,523 3,290,702
2025-09-30 $2,614,248 5,200
2025-06-30 $1,545,881,901 3,182,333
2025-06-30 $2,477,427 5,100
2025-03-31 $1,757,514 3,300
2025-03-31 $1,567,591,178 2,943,391
2024-12-31 $1,212,560,262 2,675,080
2024-12-31 $1,405,168 3,100
2024-09-30 $1,147,888,440 2,494,000
2024-09-30 $1,564,884 3,400
2024-06-30 $928,800,878 2,283,188
2024-06-30 $1,342,440 3,300
2024-03-31 $892,844,279 2,123,191
2024-03-31 $4,205 10
2023-12-31 $392,326 1,100
2023-12-31 $718,447,344 2,014,376
2023-09-30 $385,330 1,100
2023-09-30 $683,628,315 1,951,551
2023-06-30 $306,900 900
2023-06-30 $625,039,360 1,832,960
2023-03-31 $534,271,832 1,730,323
2022-12-31 $506,685,272 1,640,289
2022-09-30 $428,697,405 1,605,488
2022-06-30 $273,020 1,000
2022-06-30 $440,191,238 1,612,304
2022-03-31 $540,857,514 1,532,565
2021-12-31 $400,545,782 1,339,618
2021-09-30 $344,960,404 1,263,869
2021-06-30 $335,185,971 1,206,052
2021-03-31 $303,720,618 1,188,870
2020-12-31 $258,536,441 1,115,006
2020-09-30 $209,407,538 983,411
2020-06-30 $175,295,391 981,992
2020-03-31 $170,322,599 931,590