INTECH INVESTMENT MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,142,212
+$100,439 QoQ
Shares Held
4,055
+17.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 761 holders
Holding Since
Jun 2022
17 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $129,571,516 across 30 Capital Markets names. LPLA ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,461 | $37,886,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
325,487 | $30,032,685 | |
| 3 | MS |
Morgan Stanley
|
72,476 | $15,150,382 | |
| 4 | TW |
Tradeweb Markets Inc.
|
46,613 | $4,645,451 | |
| 5 | PIPR |
Piper Sandler Companies
|
62,114 | $4,493,326 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
33,386 | $4,478,064 | |
| 7 | BGC |
BGC Group, Inc.
|
347,503 | $3,714,807 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
54,223 | $2,710,065 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,212 | 4,055 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,041,773 | 3,463 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,468,325 | 4,111 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,913,965 | 5,753 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,549,750 | 4,133 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,427,311 | 4,363 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $2,224,511 | 6,813 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $21,401,727 | 91,999 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $7,001,213 | 25,067 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,056,770 | 41,850 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $6,862,060 | 30,147 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $7,792,068 | 32,788 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $4,928,920 | 22,669 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $4,400,783 | 21,743 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $5,649,819 | 26,136 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $6,395,128 | 29,271 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $691,984 | 3,751 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||