VICTORY CAPITAL MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1040188
San Antonio, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$124,906,489
+$2,826,066 QoQ
Shares Held
443,434
+9.3% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#46
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,609,298,882 across 39 Capital Markets names. LPLA ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
655,492 | $662,944,944 | |
| 2 | MS |
Morgan Stanley
|
789,261 | $164,987,119 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
443,434 | $124,906,489 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,234,748 | $113,930,197 | |
| 5 | MRX |
Marex Group Ltd
|
1,291,337 | $78,706,989 | |
| 6 | EVR |
Evercore Inc.
|
197,638 | $67,481,518 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
668,269 | $67,014,015 | |
| 8 | LAZ |
Lazard, Inc.
|
1,542,057 | $64,673,870 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,906,489 | 443,434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $122,080,423 | 405,812 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,307,478 | 104,453 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,309,652 | 118,157 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,194,729 | 29,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,131,198 | 30,969 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,174,151 | 34,223 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,905,131 | 119,955 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $46,673,543 | 167,109 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $46,505,540 | 176,024 | Shares | Other | 2024-05-03 | |
| 2023-12-31 | $50,265,779 | 220,832 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $55,421,167 | 233,205 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $48,842,387 | 224,635 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $62,560,423 | 309,093 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $58,371,952 | 270,028 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $59,549,345 | 272,562 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $95,368,226 | 516,957 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $121,484,939 | 665,015 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $157,151,226 | 981,643 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $145,574,703 | 928,647 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $97,477,291 | 722,161 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $98,985,580 | 696,297 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $18,341,886 | 175,992 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,918,748 | 181,541 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $16,776,424 | 213,985 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,360,321 | 263,831 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||