Champlain Investment Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1315478
BURLINGTON, VT
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,256,873
-$6,141,998 QoQ
Shares Held
86,115
-14.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#105
of 761 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Champlain Investment Partners, LLC holds $173,561,827 across 7 Capital Markets names. LPLA ranks #5 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
434,812 | $43,333,363 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
209,983 | $28,165,019 | |
| 3 | SNEX |
StoneX Group Inc.
|
355,138 | $28,055,941 | |
| 4 | PJT |
PJT Partners Inc.
|
183,009 | $27,623,378 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
86,115 | $24,256,873 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
136,087 | $15,444,513 | |
| 7 | LCLN |
Lincoln International, Inc.
|
279,964 | $6,682,740 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,256,873 | 86,115 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,398,871 | 101,050 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||