MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,328,474,882 | 3,719,447 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $1,078,698,417 | 3,242,353 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $3,692,329 | 9,847 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $495,963,866 | 1,516,060 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $364,289,815 | 1,115,708 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $165,252,673 | 710,367 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $247,077,156 | 884,630 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $209,935,960 | 794,610 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $132,790,772 | 583,388 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $135,054,592 | 568,292 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $6,744,676 | 31,020 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $10,944,373 | 54,073 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $9,558,602 | 44,218 | Shares | Sole | 2023-02-13 |