SCHRODER INVESTMENT MANAGEMENT GROUP
Position in LPLA — LPL Financial Holdings Inc.
CIK 1086619
London, X0
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,265,437
+$12,418,601 QoQ
Shares Held
47,094
+1573.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#136
of 761 holders
Holding Since
Mar 2020
19 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. LPLA ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,265,437 | 47,094 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $846,836 | 2,815 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,005,433 | 2,815 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,135,803 | 3,414 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,089,662 | 2,906 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,153,168 | 3,525 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,056,912 | 3,237 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $949,130 | 4,080 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,139,544 | 4,080 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,077,936 | 4,080 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $906,610 | 3,983 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $946,559 | 3,983 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $479,650 | 2,206 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $588,174 | 2,906 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $476,871 | 2,206 | Shares | Sole | 2023-02-10 | |
| 2021-12-31 | $156,247 | 976 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,334,715 | 65,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $131,740 | 976 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $253,371 | 4,655 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||