KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1021223
LOS ANGELES, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$404,076,156
-$101,345,317 QoQ
Shares Held
1,434,522
-14.6% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#15
of 761 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 77%
Shared 22%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,678,971,062 across 10 Capital Markets names. LPLA ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,365,531 | $554,055,817 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,434,522 | $404,076,156 | |
| 3 | MC |
Moelis & Co
|
5,412,938 | $354,114,403 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
2,426,619 | $325,482,405 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
1,101,072 | $33,813,920 | |
| 6 | MS |
Morgan Stanley
|
30,996 | $6,479,403 | |
| 7 | GS |
Goldman Sachs Group Inc
|
916 | $926,414 | |
| 8 | SCHW |
Schwab Charles Corp
|
195 | $17,992 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,076,156 | 1,434,522 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $505,421,473 | 1,680,090 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $820,972,031 | 2,298,547 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $825,941,184 | 2,482,615 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $958,970,024 | 2,557,458 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $877,264,184 | 2,681,617 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $868,756,909 | 2,660,736 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $605,594,279 | 2,603,251 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $723,329,183 | 2,589,793 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $622,600,772 | 2,356,551 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $499,357,535 | 2,193,821 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $509,944,615 | 2,145,780 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $449,191,027 | 2,065,911 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $408,072,198 | 2,016,167 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $436,411,776 | 2,018,836 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $591,096,546 | 2,705,495 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $498,064,453 | 2,699,829 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $490,540,372 | 2,685,244 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $390,770,244 | 2,440,941 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $360,133,526 | 2,297,356 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $289,786,266 | 2,146,883 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $272,964,400 | 1,920,121 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||