Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,218,050
-$531,631 QoQ
Shares Held
25,625
-0.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#185
of 761 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $555,620,409 across 22 Capital Markets names. LPLA ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
148,643 | $150,333,070 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,091,967 | $109,502,449 | |
| 3 | MS |
Morgan Stanley
|
473,267 | $98,931,733 | |
| 4 | SCHW |
Schwab Charles Corp
|
912,643 | $84,209,569 | |
| 5 | TW |
Tradeweb Markets Inc.
|
682,279 | $67,995,925 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
306,081 | $26,641,289 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
25,625 | $7,218,050 | |
| 8 | IREN |
IREN Ltd
|
104,070 | $4,759,121 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,218,050 | 25,625 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,749,681 | 25,761 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,135,337 | 25,577 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,072,057 | 24,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,131,644 | 24,353 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,351,490 | 22,472 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,963,805 | 21,328 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,997,357 | 21,482 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,089,365 | 28,963 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,700,109 | 29,145 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,956,067 | 30,560 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,064,383 | 29,726 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,514,202 | 29,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,636,088 | 32,787 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $7,523,147 | 34,802 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $10,633,858 | 48,672 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $8,872,564 | 48,095 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $6,967,597 | 38,141 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $5,098,866 | 31,850 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $4,757,235 | 35,244 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $4,738,192 | 33,330 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $4,767,752 | 45,747 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $3,507,421 | 45,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,120,398 | 39,801 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||