NORDEA INVESTMENT MANAGEMENT AB
Position in LPLA — LPL Financial Holdings Inc.
CIK 1218210
STOCKHOLM, V7
Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,070,407
+$4,201,975 QoQ
Shares Held
23,503
+192.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $958,180,347 across 12 Capital Markets names. LPLA ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,672,084 | $345,102,453 | |
| 2 | TW |
Tradeweb Markets Inc.
|
1,649,034 | $194,025,339 | |
| 3 | GS |
Goldman Sachs Group Inc
|
221,124 | $187,068,691 | |
| 4 | MS |
Morgan Stanley
|
975,478 | $160,534,414 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
617,395 | $42,785,472 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
51,021 | $7,327,633 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
23,503 | $7,070,407 | |
| 8 | XP |
XP Inc.
|
351,674 | $6,695,872 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,070,407 | 23,503 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,868,432 | 8,031 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $2,419,654 | 7,273 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,507,049 | 6,686 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,106,127 | 6,438 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,094,887 | 6,416 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,426,253 | 6,131 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,712,388 | 6,131 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,550,589 | 5,869 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,281,272 | 5,629 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,290,677 | 5,431 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,616,216 | 25,830 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $7,624,205 | 37,669 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $9,233,701 | 42,715 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,078,635 | 4,937 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $910,777 | 4,937 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $16,289,027 | 89,167 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $14,143,791 | 88,349 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $13,924,207 | 88,825 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,855,698 | 87,833 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $11,401,374 | 80,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,225,980 | 78,929 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,170,478 | 80,481 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,600,918 | 160,726 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,362,564 | 80,150 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||