Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,391,067
-$822,548 QoQ
Shares Held
47,540
+0.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#135
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,039,645,681 across 22 Capital Markets names. LPLA ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
267,047 | $270,083,324 | |
| 2 | MS |
Morgan Stanley
|
1,287,190 | $269,074,197 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,252,011 | $207,793,053 | |
| 4 | MC |
Moelis & Co
|
1,721,484 | $112,619,483 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
647,299 | $56,340,904 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
383,961 | $51,500,688 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
244,866 | $24,555,162 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
47,540 | $13,391,067 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,391,067 | 47,540 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,213,615 | 47,248 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,584,679 | 40,834 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $18,611,343 | 55,942 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,853,986 | 79,617 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,756,638 | 60,392 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $18,077,879 | 55,367 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $12,518,750 | 53,814 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $16,654,938 | 59,631 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $14,791,765 | 55,987 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $6,565,243 | 28,843 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $10,678,327 | 44,933 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,156,590 | 46,712 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $8,925,435 | 44,098 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,654,368 | 44,661 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $10,256,543 | 46,945 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,321,826 | 39,689 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,493,197 | 24,596 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $9,945,430 | 62,124 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $9,522,072 | 60,743 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $8,055,471 | 59,679 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $12,518,893 | 88,062 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $10,605,426 | 101,760 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $8,370,293 | 109,173 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $5,954,558 | 75,951 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,975,034 | 54,658 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||