Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,717,957
-$186,867 QoQ
Shares Held
34,500
+4.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 761 holders
Holding Since
Mar 2020
26 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, 2026AQR CAPITAL MANAGEMENT LLC holds $3,507,643,643 across 41 Capital Markets names. LPLA ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
1,710,982 | $584,197,689 | |
| 2 | GS |
Goldman Sachs Group Inc
|
486,684 | $492,217,592 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
8,426,996 | $421,181,256 | |
| 4 | SF |
Stifel Financial Corp
|
6,001,400 | $418,717,674 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,025,866 | $371,466,650 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,787,932 | $277,845,298 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
1,987,288 | $225,537,314 | |
| 8 | MS |
Morgan Stanley
|
915,529 | $191,382,178 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,717,957 | 34,500 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,904,824 | 32,925 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,374,920 | 23,448 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $9,370,212 | 28,165 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $14,349,724 | 38,269 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $18,993,419 | 58,059 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $14,066,702 | 43,082 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $15,093,964 | 64,884 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,261,548 | 43,901 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,390,978 | 46,900 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,216,754 | 58,065 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,261,863 | 93,675 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $30,918,545 | 142,200 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,241,444 | 85,185 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,587,375 | 81,359 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,878,402 | 90,985 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,562,548 | 84,359 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,170,112 | 83,042 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,992,090 | 43,676 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,412,239 | 47,284 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,761,756 | 42,686 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,746,771 | 47,459 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,659,155 | 44,705 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,734,636 | 126,968 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,759,121 | 175,499 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $21,542,087 | 395,776 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||