Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$423,245,325
-$56,503,316 QoQ
Shares Held
1,502,575
-5.8% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. LPLA ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,245,325 | 1,502,575 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $479,748,641 | 1,594,750 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $555,332,915 | 1,554,814 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $513,426,503 | 1,543,258 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $646,809,000 | 1,724,962 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $510,494,772 | 1,560,478 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $476,685,662 | 1,459,942 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $334,249,995 | 1,436,831 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $391,119,709 | 1,400,357 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $361,603,406 | 1,368,673 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $307,666,214 | 1,351,666 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $316,201,167 | 1,330,533 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $286,751,684 | 1,318,823 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $294,867,654 | 1,456,856 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $286,567,922 | 1,325,660 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $243,272,454 | 1,113,477 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $198,645,481 | 1,076,786 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $193,837,729 | 1,061,078 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $177,110,928 | 1,106,321 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $174,318,217 | 1,112,007 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $175,554,178 | 1,300,594 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $188,370,956 | 1,325,063 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $138,260,127 | 1,326,618 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $104,553,958 | 1,363,688 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $104,896,377 | 1,337,964 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $75,098,213 | 1,379,721 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||