Position in LPLA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,103,077,424
-$103,283,179 QoQ
Shares Held
3,666,780
+8.6% QoQ
Ownership
4.66%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $2,806,684,927 across 34 Capital Markets names. LPLA ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,666,780 | $1,103,077,424 | |
| 2 | MS |
Morgan Stanley
|
3,922,709 | $645,560,217 | |
| 3 | GS |
Goldman Sachs Group Inc
|
671,586 | $568,155,038 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,074,704 | $194,980,680 | |
| 5 | LAZ |
Lazard, Inc.
|
1,431,358 | $60,804,087 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
713,962 | $49,477,566 | |
| 7 | EVR |
Evercore Inc.
|
127,872 | $38,171,070 | |
| 8 | PIPR |
Piper Sandler Companies
|
482,175 | $36,910,495 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,592,918 | 4,198,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,103,077,424 | 3,666,780 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,206,360,603 | 3,377,553 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,030,457,701 | 3,097,351 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,154,036,542 | 3,077,677 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,003,127,044 | 3,066,354 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $996,028,221 | 3,050,529 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $588,204,254 | 2,528,497 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $710,032,268 | 2,542,185 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $680,503,900 | 2,575,715 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $647,267,513 | 2,843,632 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $731,669,212 | 3,078,768 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $734,928,183 | 3,380,068 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $669,133,588 | 3,305,996 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $748,558,660 | 3,462,824 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,262,179,058 | 5,777,092 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $1,319,982,254 | 7,155,151 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,420,005,798 | 7,773,187 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,241,716,152 | 7,756,363 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,224,650,974 | 7,812,267 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $1,069,281,189 | 7,921,775 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,145,831,919 | 8,060,157 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $846,087,037 | 8,118,279 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $625,668,525 | 8,160,539 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $679,510,596 | 8,667,227 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $489,561,871 | 8,994,339 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||