NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Position in LPLA — LPL Financial Holdings Inc.

CIK 1141802 MILWAUKEE, WI

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,141,894

-$2,273,087 QoQ

Shares Held

7,604

-48.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#293

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $204,767,852 across 37 Capital Markets names. LPLA ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	97,699	$98,809,837
2	SCHW	Schwab Charles Corp	542,634	$50,068,839
3	MS	Morgan Stanley	131,698	$27,530,149
4	HOOD	Robinhood Markets, Inc.	95,532	$9,579,948
5	MIAX	Miami International Holdings, Inc.	151,179	$5,617,811
6	TW	Tradeweb Markets Inc.	46,106	$4,594,923
7	EVR	Evercore Inc.	9,194	$3,139,199
8	LPLA	LPL Financial Holdings Inc. This page	7,604	$2,141,894

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	$2,141,894	7,604	-48.2%	Shares	Defined	2026-08-12
2026-03-31	$4,414,981	14,676	-89.1%	Shares	Defined	2026-05-07
2025-12-31	$47,939,714	134,221	+32.3%	Shares	Defined	2026-02-10
2025-09-30	$33,741,752	101,421	+3.3%	Shares	Defined	2025-11-14
2025-06-30	$36,798,805	98,138	+11.9%	Shares	Defined	2025-08-13
2025-03-31	$28,687,888	87,693	+3385.4%	Shares	Defined	2025-05-14
2024-12-31	$821,499	2,516	+18.3%	Shares	Defined	2025-02-11
2024-09-30	$494,804	2,127	-95.1%	Shares	Defined	2024-11-12
2024-06-30	$12,058,777	43,175	+8.5%	Shares	Defined	2024-08-16
2024-03-31	$10,511,197	39,785	-8.6%	Shares	Defined	2024-05-15
2023-12-31	$9,908,753	43,532	+2.0%	Shares	Defined	2024-02-13
2023-09-30	$10,140,050	42,668	-15.4%	Shares	Defined	2023-11-14
2023-06-30	$10,968,256	50,445	+11.0%	Shares	Defined	2023-08-14
2023-03-31	$9,197,460	45,442	+28.6%	Shares	Defined	2023-05-15
2022-12-31	$7,636,637	35,327	+2927.2%	Shares	Defined	2023-02-21
2022-09-30	$254,966	1,167	-95.8%	Shares	Defined	2022-11-14
2022-06-30	$5,104,377	27,669	+2166.1%	Shares	Defined	2022-08-04
2022-03-31	$223,052	1,221	-97.5%	Shares	Defined	2022-05-09
2021-12-31	$7,971,361	49,793	+1.8%	Shares	Defined	2022-02-03
2021-09-30	$7,671,050	48,935	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$6,411,550	47,500	+1137.3%	Shares	Defined	2021-08-13
2021-03-31	$545,752	3,839	+1975.1%	Shares	Defined	2021-05-14
2020-12-31	$19,280	185	+56.8%	Shares	Defined	2021-02-12
2020-09-30	$9,047	118	+0.9%	Shares	Defined	2020-11-13
2020-06-30	$9,172	117	-7.9%	Shares	Defined	2020-08-14
2020-03-31	$6,912	127	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.