ALLIANCEBERNSTEIN L.P.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1109448 NASHVILLE, TN

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$390,340,595

-$82,563,563 QoQ

Shares Held

1,385,759

-11.8% QoQ

Ownership

1.76%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#16

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

ALLIANCEBERNSTEIN L.P. holds $4,016,596,869 across 42 Capital Markets names. LPLA ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	11,226,699	$1,035,887,515
2	GS	Goldman Sachs Group Inc	810,986	$820,206,910
3	MS	Morgan Stanley	2,622,343	$548,174,580
4	LPLA	LPL Financial Holdings Inc. This page	1,385,759	$390,340,595
5	SF	Stifel Financial Corp	2,637,266	$184,002,048
6	JEF	Jefferies Financial Group Inc.	3,347,848	$167,325,443
7	HUT	Hut 8 Corp.	1,381,337	$159,468,449
8	MRX	Marex Group Ltd	2,600,436	$158,496,574

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,340,595	1,385,759	-11.8%	Shares	Defined	2026-08-14
2026-03-31	$472,904,158	1,571,998	+31.1%	Shares	Defined	2026-05-15
2025-12-31	$428,369,696	1,199,344	+112.6%	Shares	Defined	2026-02-17
2025-09-30	$187,708,688	564,215	-19.6%	Shares	Defined	2025-11-14
2025-06-30	$263,011,082	701,419	-7.6%	Shares	Defined	2025-08-14
2025-03-31	$248,366,650	759,206	+550.5%	Shares	Defined	2025-05-15
2024-12-31	$38,104,696	116,703	-23.0%	Shares	Defined	2025-02-12
2024-09-30	$35,268,103	151,606	-60.2%	Shares	Defined	2024-11-14
2024-06-30	$106,270,857	380,490	-1.6%	Shares	Defined	2024-08-14
2024-03-31	$102,121,226	386,530	-4.4%	Shares	Defined	2024-05-14
2023-12-31	$92,070,241	404,491	-4.1%	Shares	Defined	2024-02-14
2023-09-30	$100,216,767	421,699	-9.5%	Shares	Defined	2023-11-14
2023-06-30	$101,266,935	465,745	-54.3%	Shares	Defined	2023-08-15
2023-03-31	$206,441,523	1,019,968	-24.3%	Shares	Defined	2023-05-15
2022-12-31	$291,404,942	1,348,036	-20.0%	Shares	Defined	2023-02-15
2022-09-30	$368,239,300	1,685,460	-8.8%	Shares	Defined	2022-11-15
2022-06-30	$340,916,088	1,847,984	+1.0%	Shares	Defined	2022-08-15
2022-03-31	$334,241,010	1,829,653	+83.2%	Shares	Defined	2022-05-13
2021-12-31	$159,909,098	998,870	+2.5%	Shares	Defined	2022-02-14
2021-09-30	$152,706,343	974,141	-8.1%	Shares	Defined	2021-11-10
2021-06-30	$143,021,703	1,059,577	-14.7%	Shares	Defined	2021-07-30
2021-03-31	$176,610,627	1,242,337	-28.5%	Shares	Defined	2021-05-06
2020-12-31	$181,141,446	1,738,068	-19.7%	Shares	Defined	2021-02-08
2020-09-30	$166,003,277	2,165,166	+41.9%	Shares	Defined	2020-11-12
2020-06-30	$119,602,257	1,525,539	+151.6%	Shares	Defined	2020-08-13
2020-03-31	$32,996,336	606,216	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.