Boston Partners filed an amended Schedule 13G with the SEC on November 13, 2026, disclosing beneficial ownership of approximately 3,613,918.2 shares of LPL Financial Holdings Inc. common stock as of September 30, 2026.

Key Highlights

  • Beneficial ownership: Boston Partners reported aggregate beneficial ownership of 3,613,918.2 shares of LPL Financial Holdings Inc. common stock.
  • Percent of class: The reported stake represents 4.59% of the class of securities.
  • Sole voting power: Boston Partners disclosed sole voting power over 2,918,520 shares.
  • Sole dispositive power: Boston Partners disclosed sole dispositive power over 3,613,918.2 shares.
  • No shared power: Both shared voting power and shared dispositive power are reported as 0.
  • Event date: The date of the event requiring the filing is listed as September 30, 2026.
  • Filer classification: Boston Partners is identified as an investment adviser (type IA), organized in Delaware.

Boston Partners Discloses Amended Ownership Position in LPL Financial Holdings

Boston Partners, a Delaware-organized investment adviser with offices at One Beacon Street, 30th Floor, Boston, Massachusetts, filed Amendment No. 1 to its Schedule 13G regarding its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA). According to the filing, the event triggering the amendment occurred on September 30, 2026, and the statement was signed and dated November 13, 2026 by Ali Farooqi, Senior Compliance Manager.

The filing reports that Boston Partners beneficially owns 3,613,918.2 shares of LPL Financial Holdings Inc. common stock (CUSIP 50212V100), representing 4.59% of the class. Of that total, the firm holds sole voting power over 2,918,520 shares and sole dispositive power over the full 3,613,918.2 shares. Shared voting power and shared dispositive power are each listed as 0. Item 5 of the filing notes ownership of 5 percent or less of the class.

As required by Schedule 13G certification language, Boston Partners stated that "the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." LPL Financial Holdings Inc. is listed with its principal executive offices at 4707 Executive Drive, San Diego, California 92121.

What Was Disclosed

Boston Partners filed an amended Schedule 13G disclosing beneficial ownership of 3,613,918.2 shares, or 4.59%, of LPL Financial Holdings Inc. common stock as of September 30, 2026, with sole voting power over 2,918,520 shares and no shared voting or dispositive power.