WESTFIELD CAPITAL MANAGEMENT CO LP
Position in LPLA — LPL Financial Holdings Inc.
CIK 1177719
BOSTON, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$223,389,422
-$41,794,027 QoQ
Shares Held
793,061
-10.0% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#28
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $719,011,744 across 10 Capital Markets names. LPLA ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
793,061 | $223,389,422 | |
| 2 | MS |
Morgan Stanley
|
940,560 | $196,614,662 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
955,544 | $95,821,952 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
463,415 | $62,157,853 | |
| 5 | MRX |
Marex Group Ltd
|
688,665 | $41,974,131 | |
| 6 | WULF |
Terawulf Inc.
|
1,336,673 | $33,015,823 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
1,013,804 | $27,757,953 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
700,741 | $26,039,535 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,389,422 | 793,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $265,183,449 | 881,506 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $223,431,979 | 625,562 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $191,450,452 | 575,462 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $293,313,533 | 782,232 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $271,558,586 | 830,099 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $230,489,612 | 705,919 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $165,368,990 | 710,867 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $163,279,059 | 584,601 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $101,776,973 | 385,227 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $97,619,161 | 428,869 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $142,377,065 | 599,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $141,427,126 | 650,449 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $120,054,976 | 593,157 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $125,980,417 | 582,784 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $150,517,863 | 688,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $150,293,273 | 814,686 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $157,769,755 | 863,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $171,243,470 | 1,069,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $184,427,199 | 1,176,494 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $132,977,436 | 985,164 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $120,539,312 | 847,913 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $121,204,420 | 1,162,967 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $68,935,683 | 899,122 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $77,567,784 | 989,385 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $55,929,274 | 1,027,545 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||