Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$922,645
-$173,866 QoQ
Shares Held
3,067
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026FEDERATED HERMES, INC. holds $532,832,183 across 30 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,248,416 | $115,191,342 | |
| 2 | MS |
Morgan Stanley
|
456,102 | $95,343,560 | |
| 3 | WULF |
Terawulf Inc.
|
3,491,881 | $86,249,460 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
601,767 | $52,377,798 | |
| 5 | MRX |
Marex Group Ltd
|
464,935 | $28,337,787 | |
| 6 | HUT |
Hut 8 Corp.
|
221,904 | $25,617,707 | |
| 7 | XP |
XP Inc.
|
1,544,150 | $25,107,877 | |
| 8 | LAZ |
Lazard, Inc.
|
487,237 | $20,434,719 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $922,645 | 3,067 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,096,511 | 3,070 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,554,393 | 7,678 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,113,794 | 10,971 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,430,456 | 13,543 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,436,291 | 13,587 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,160,278 | 13,585 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,794,290 | 13,585 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $2,898,009 | 10,969 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,656,324 | 11,670 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,522,385 | 6,406 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,438,515 | 6,616 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,205,237 | 35,599 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $23,361,057 | 108,068 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,003,252 | 123,596 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $49,421,697 | 270,537 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,782,787 | 317,214 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,510,421 | 322,215 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $44,502,363 | 329,696 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $50,261,518 | 353,556 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $36,468,451 | 349,918 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,066,500 | 353,026 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $25,527,743 | 325,609 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,620,870 | 195,129 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||