CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1081019
WEST SACRAMENTO, CA
Position in LPLA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$35,310,222
-$7,425,525 QoQ
Shares Held
117,376
-1.9% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM holds $1,233,800,484 across 37 Capital Markets names. LPLA ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
456,064 | $385,825,583 | |
| 2 | MS |
Morgan Stanley
|
1,790,507 | $294,663,736 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,598,908 | $244,245,373 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,122,755 | $77,806,921 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
645,032 | $43,262,296 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
117,376 | $35,310,222 | |
| 7 | TW |
Tradeweb Markets Inc.
|
175,179 | $20,611,561 | |
| 8 | EVR |
Evercore Inc.
|
44,866 | $13,392,949 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,310,222 | 117,376 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $42,735,747 | 119,651 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,806,358 | 119,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,188,714 | 117,846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,160,486 | 113,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,989,338 | 113,287 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $25,557,197 | 109,862 | Shares | Sole | 2025-04-04 | |
| 2024-06-30 | $31,247,804 | 111,879 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $32,117,737 | 121,566 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $27,452,792 | 120,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,908,458 | 121,643 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,873,221 | 128,194 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $26,985,182 | 133,326 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $29,151,821 | 134,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,830,183 | 131,958 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $24,640,071 | 133,565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,801,060 | 102,918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,920,794 | 111,942 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $21,202,260 | 135,253 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,750,071 | 138,910 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,509,754 | 137,238 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $14,329,520 | 137,493 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,529,781 | 137,339 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $10,547,622 | 134,536 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $7,547,971 | 138,673 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||