Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,535,718
+$51,726 QoQ
Shares Held
5,452
+10.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 761 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. LPLA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,535,718 | 5,452 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,483,992 | 4,933 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,230,090 | 3,444 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,150,107 | 3,457 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,246,774 | 3,331 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $856,776 | 2,619 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $615,795 | 1,886 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $372,671 | 1,602 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $446,599 | 1,599 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $449,548 | 1,975 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $714,373 | 3,006 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $663,811 | 3,053 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $650,715 | 3,215 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $558,366 | 2,583 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $570,232 | 2,610 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $394,233 | 2,137 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $104,675 | 573 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $91,731 | 573 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $29,470 | 188 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $487,952 | 3,615 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $513,908 | 3,615 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $376,755 | 3,615 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $277,162 | 3,615 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,309,436 | 16,702 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||