Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,289,722,300
+$42,316,566 QoQ
Shares Held
4,578,679
+10.4% QoQ
Ownership
5.81%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2
of 761 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dodge & Cox holds $9,057,134,953 across 5 Capital Markets names. LPLA ranks #2 (14.2% of the industry book) .
All Filings in LPLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,722,300 | 4,578,679 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,247,405,734 | 4,146,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,410,453,614 | 3,948,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,107,609,845 | 3,329,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,013,059,823 | 2,701,709 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $498,384,704 | 1,523,460 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $153,495,289 | 470,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,618,792 | 15,556 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||