FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Position in LPLA — LPL Financial Holdings Inc.
CIK 1009016
Cincinnati, OH
Position in LPLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$98,376,176
-$6,343,047 QoQ
Shares Held
349,248
+0.3% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#53
of 762 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ holds $525,721,749 across 6 Capital Markets names. LPLA ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,550,333 | $235,319,225 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
349,248 | $98,376,176 | |
| 3 | GS |
Goldman Sachs Group Inc
|
74,770 | $75,620,134 | |
| 4 | MS |
Morgan Stanley
|
285,209 | $59,620,089 | |
| 5 | EVR |
Evercore Inc.
|
87,345 | $29,823,076 | |
| 6 | MC |
Moelis & Co
|
412,153 | $26,963,049 |
All Filings in LPLA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,376,176 | 349,248 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $104,719,223 | 348,101 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,791,466 | 251,397 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $74,237,777 | 223,144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,965,547 | 69,247 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $21,566,704 | 65,925 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,570,883 | 66,065 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,694,615 | 67,466 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,152,583 | 54,252 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $16,222,477 | 71,270 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $16,944,207 | 71,299 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $15,502,541 | 71,299 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,433,953 | 71,314 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $15,415,947 | 71,314 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $25,337,781 | 115,973 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $37,656,795 | 204,124 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $37,289,372 | 204,124 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $31,968,692 | 199,692 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $30,999,446 | 197,751 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $27,403,234 | 203,017 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $27,595,104 | 194,113 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||