DIAMOND HILL CAPITAL MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1217541
COLUMBUS, OH
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,453,053
-$4,624,681 QoQ
Shares Held
129,413
-5.2% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#88
of 761 holders
Holding Since
Dec 2024
7 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, 2026DIAMOND HILL CAPITAL MANAGEMENT INC holds $36,453,053 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
129,413 | $36,453,053 |
All Filings in LPLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,453,053 | 129,413 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,077,734 | 136,548 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,252,359 | 34,304 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,706,363 | 35,187 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,325,308 | 35,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,291,891 | 34,517 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,948,986 | 27,408 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||