Epoch Investment Partners, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1305841
New York, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$126,089,544
+$3,260,356 QoQ
Shares Held
447,634
+9.6% QoQ
Ownership
0.568%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#45
of 761 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Epoch Investment Partners, Inc. holds $203,986,277 across 4 Capital Markets names. LPLA ranks #1 (61.8% of the industry book) .
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,089,544 | 447,634 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $122,829,188 | 408,301 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $165,173,266 | 462,450 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $160,588,797 | 482,698 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $217,340,110 | 579,620 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $191,562,059 | 585,566 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $236,906,513 | 725,572 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $162,848,908 | 700,034 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $180,522,760 | 646,340 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $245,010,889 | 927,369 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $176,245,482 | 774,297 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $97,365,203 | 409,700 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $91,441,707 | 420,557 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $37,932,188 | 187,412 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $41,093,700 | 190,099 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $63,897,533 | 292,464 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $61,859,463 | 335,318 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $60,747,674 | 332,536 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,168,865 | 375,844 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $62,364,300 | 397,833 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $52,123,201 | 386,155 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $53,948,582 | 379,492 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $62,295,107 | 597,727 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $21,323,459 | 278,120 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||