THORNBURG INVESTMENT MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1145020
SANTA FE, NM
Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,133,718
+$607,919 QoQ
Shares Held
37,010
+25.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026THORNBURG INVESTMENT MANAGEMENT INC holds $127,898,205 across 6 Capital Markets names. LPLA ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
809,560 | $76,082,448 | |
| 2 | MRX |
Marex Group Ltd
|
408,877 | $18,227,736 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
37,010 | $11,133,718 | |
| 4 | XP |
XP Inc.
|
570,057 | $10,853,885 | |
| 5 | PJT |
PJT Partners Inc.
|
56,023 | $7,827,533 | |
| 6 | TW |
Tradeweb Markets Inc.
|
32,066 | $3,772,885 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,133,718 | 37,010 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,525,799 | 29,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,890,541 | 29,729 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,750,989 | 42,006 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,037,971 | 45,968 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,537,404 | 50,649 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,781,778 | 50,646 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,155,761 | 50,683 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,734,698 | 55,771 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,076,248 | 61,841 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $17,182,807 | 72,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,733,017 | 72,359 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,297,999 | 75,583 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,338,777 | 75,583 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $19,933,022 | 91,235 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $19,751,720 | 107,067 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $23,781,830 | 130,183 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,441,173 | 133,932 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $27,673,469 | 176,534 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,153,456 | 178,941 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $27,231,316 | 191,554 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,963,757 | 191,554 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||