NATIXIS ADVISORS, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1018331 Boston, MA

Position in LPLA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$14,213,615

-$371,064 QoQ

Shares Held

47,248

+15.7% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.94497121571283.ToString("F0")% Shared 0.ToString("F0")% None 0.055028784287165594.ToString("F0")%

Financial Services · as of Mar 31, 2026

NATIXIS ADVISORS, LLC holds $847,071,310 across 23 Capital Markets names. LPLA ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	2,578,543	$242,331,470
2	GS	Goldman Sachs Group Inc	258,978	$219,092,798
3	MS	Morgan Stanley	1,062,098	$174,789,467
4	MC	Moelis & Co	1,352,595	$77,097,915
5	HLI	Houlihan Lokey, Inc.	347,746	$49,943,279
6	IBKR	Interactive Brokers Group, Inc.	365,464	$24,511,670
7	LPLA	LPL Financial Holdings Inc. This page	47,248	$14,213,615
8	HOOD	Robinhood Markets, Inc.	171,408	$11,878,573

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,213,615	47,248	+15.7%	Shares	Other	2026-05-13
2025-12-31	$14,584,679	40,834	-27.0%	Shares	Defined	2026-02-10
2025-09-30	$18,611,343	55,942	-29.7%	Shares	Defined	2025-11-13
2025-06-30	$29,853,986	79,617	+31.8%	Shares	Defined	2025-08-13
2025-03-31	$19,756,638	60,392	+9.1%	Shares	Defined	2025-05-08
2024-12-31	$18,077,879	55,367	+2.9%	Shares	Defined	2025-02-10
2024-09-30	$12,518,750	53,814	-9.8%	Shares	Defined	2024-11-06
2024-06-30	$16,654,938	59,631	+6.5%	Shares	Defined	2024-08-01
2024-03-31	$14,791,765	55,987	+94.1%	Shares	Defined	2024-04-25
2023-12-31	$6,565,243	28,843	-35.8%	Shares	Defined	2024-02-06
2023-09-30	$10,678,327	44,933	-3.8%	Shares	Defined	2023-11-13
2023-06-30	$10,156,590	46,712	+5.9%	Shares	Defined	2023-08-15
2023-03-31	$8,925,435	44,098	-1.3%	Shares	Defined	2023-05-11
2022-12-31	$9,654,368	44,661	-4.9%	Shares	Defined	2023-01-27
2022-09-30	$10,256,543	46,945	+18.3%	Shares	Defined	2022-11-14
2022-06-30	$7,321,826	39,689	+61.4%	Shares	Defined	2022-08-12
2022-03-31	$4,493,197	24,596	-60.4%	Shares	Other	2022-05-12
2021-12-31	$9,945,430	62,124	+2.3%	Shares	Other	2022-02-08
2021-09-30	$9,522,072	60,743	+1.8%	Shares	Other	2021-11-15
2021-06-30	$8,055,471	59,679	-32.2%	Shares	Other	2021-08-12
2021-03-31	$12,518,893	88,062	-13.5%	Shares	Other	2021-05-05
2020-12-31	$10,605,426	101,760	-6.8%	Shares	Other	2021-02-12
2020-09-30	$8,370,293	109,173	+43.7%	Shares	Other	2020-11-12
2020-06-30	$5,954,558	75,951	+39.0%	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.