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Equibles

THORNBURG INVESTMENT MANAGEMENT INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1145020 SANTA FE, NM
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$15,483,104
+$4,349,386 QoQ
Shares Held
54,967
+48.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026

THORNBURG INVESTMENT MANAGEMENT INC holds $153,605,066 across 5 Capital Markets names. LPLA ranks #3 (10.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
 1,170,451 $107,997,513
2 MRX
Marex Group Ltd
 275,027 $16,762,895
3 LPLA
LPL Financial Holdings Inc.
This page 		54,967 $15,483,104
4 XP
XP Inc.
 671,549 $10,919,386
5 TW
Tradeweb Markets Inc.
 24,505 $2,442,168

All Filings in LPLA

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,483,104 54,967
2026-03-31 $11,133,718 37,010
2025-12-31 $10,525,799 29,470
2025-09-30 $9,890,541 29,729
2025-06-30 $15,750,989 42,006
2025-03-31 $15,037,971 45,968
2024-12-31 $16,537,404 50,649
2024-09-30 $11,781,778 50,646
2024-06-30 $14,155,761 50,683
2024-03-31 $14,734,698 55,771
2023-12-31 $14,076,248 61,841
2023-09-30 $17,182,807 72,303
2023-06-30 $15,733,017 72,359
2023-03-31 $15,297,999 75,583
2022-12-31 $16,338,777 75,583
2022-09-30 $19,933,022 91,235
2022-06-30 $19,751,720 107,067
2022-03-31 $23,781,830 130,183
2021-12-31 $21,441,173 133,932
2021-09-30 $27,673,469 176,534
2021-06-30 $24,153,456 178,941
2021-03-31 $27,231,316 191,554
2020-12-31 $19,963,757 191,554