WCM INVESTMENT MANAGEMENT, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1061186 LAGUNA BEACH, CA

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$509,857,137

-$11,900,910 QoQ

Shares Held

1,810,058

+4.4% QoQ

Ownership

2.30%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#11

of 761 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $824,001,356 across 4 Capital Markets names. LPLA ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	1,810,058	$509,857,137
2	HOOD	Robinhood Markets, Inc.	2,784,462	$279,225,849
3	EVR	Evercore Inc.	99,887	$34,105,417
4	IBKR	Interactive Brokers Group, Inc.	9,340	$812,953

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,857,137	1,810,058	+4.4%	Shares	Sole	2026-08-13
2026-03-31	$521,758,047	1,734,395	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$614,858,511	1,721,473	-1.2%	Shares	Sole	2026-02-09
2025-09-30	$579,875,675	1,742,991	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$648,989,451	1,730,777	+5.8%	Shares	Sole	2025-07-29
2025-03-31	$534,989,707	1,635,354	-0.4%	Shares	Sole	2025-04-28
2024-12-31	$536,003,713	1,641,615	-0.5%	Shares	Sole	2025-02-11
2024-09-30	$383,762,266	1,649,668	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$464,676,437	1,663,718	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$448,364,308	1,697,064	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$386,064,916	1,696,094	-31.0%	Shares	Sole	2024-01-29
2023-09-30	$583,912,466	2,457,027	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$532,017,508	2,446,845	-0.7%	Shares	Sole	2023-07-14
2023-03-31	$498,722,708	2,464,045	-3.6%	Shares	Sole	2023-05-15
2022-12-31	$552,590,182	2,556,276	+6.8%	Shares	Sole	2023-02-07
2022-09-30	$523,148,612	2,394,492	+56.1%	Shares	Sole	2022-10-18
2022-06-30	$282,909,119	1,533,549	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.