Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,923,436
-$16,380,310 QoQ
Shares Held
109,442
-20.7% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $230,572,905 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
1,237,090 | $89,491,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,333 | $39,780,216 | |
| 3 | EVR |
Evercore Inc.
|
104,279 | $35,605,021 | |
| 4 | MS |
Morgan Stanley
|
162,385 | $33,944,960 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,860,521 | $29,693,915 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,635 | $1,367,317 | |
| 7 | MRX |
Marex Group Ltd
|
5,693 | $346,988 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,800 | $343,398 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,923,436 | 109,442 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $49,303,746 | 138,040 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $63,240,709 | 190,089 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $18,032,283 | 55,121 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $22,945,816 | 70,276 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,593,036 | 58,432 | Shares | Defined | 2024-11-14 | |
| 2022-09-30 | $5,997,931 | 27,453 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,274,745 | 66,537 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,597,814 | 58,013 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||