Skip to content
Disclosery

MORGAN STANLEY: LPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on LPL, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 20,298,472 LPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,298,472 shares
    Change vs previous 13F +5,159,475 shares

    <0.01% of the 13F portfolio, value $78,961,062.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,138,997 shares
    Change vs previous 13F +4,452,233 shares

    <0.01% of the 13F portfolio, value $58,739,312.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 10,686,764 shares
    Change vs previous 13F +1,986,540 shares

    <0.01% of the 13F portfolio, value $44,991,281.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 8,700,224 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,415,177.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).