Position in LPLA
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$2,910,420,457
+$147,839,884 QoQ
Shares Held
8,148,558
-1.9% QoQ
Ownership
10.2%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025VANGUARD GROUP INC holds $91,113,283,249 across 58 Capital Markets names. LPLA ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
29,014,431 | $25,503,684,849 | |
| 2 | MS |
Morgan Stanley
|
119,718,100 | $21,253,554,291 | |
| 3 | SCHW |
Schwab Charles Corp
|
150,528,952 | $15,039,347,591 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,771,497 | $10,831,756,308 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
52,254,357 | $3,360,477,696 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
8,148,558 | $2,910,420,457 | |
| 7 | EVR |
Evercore Inc.
|
3,840,147 | $1,306,610,014 | |
| 8 | TW |
Tradeweb Markets Inc.
|
11,955,735 | $1,285,719,740 |
All Filings in LPLA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,910,420,457 | 8,148,558 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,762,580,573 | 8,303,768 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,994,797,644 | 7,986,766 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,411,956,437 | 7,372,857 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,356,963,695 | 7,218,657 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,693,451,950 | 7,279,594 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,007,571,531 | 7,187,868 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,861,803,131 | 7,046,946 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,625,445,571 | 7,141,049 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $1,685,558,764 | 7,092,610 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,613,360,821 | 7,420,139 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,606,656,866 | 7,938,028 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $1,636,069,457 | 7,568,439 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,555,800,229 | 7,121,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,294,480,477 | 7,016,915 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,280,836,156 | 7,011,365 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,107,515,745 | 6,918,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,082,186,858 | 6,903,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $958,154,719 | 7,098,494 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,095,695,213 | 7,707,479 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $801,921,830 | 7,694,510 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $636,565,476 | 8,302,667 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $709,260,493 | 9,046,690 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $521,475,812 | 9,580,669 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||