Position in LPLA
as of Jun 30, 2024
· filed Aug 13, 2024
Position Value
$1,481,060,581
-$124,564,976 QoQ
Shares Held
5,302,759
-12.7% QoQ
Ownership
6.73%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2024BlackRock Inc. holds $39,069,627,158 across 48 Capital Markets names. LPLA ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,160,042 | $10,475,750,186 | |
| 2 | MS |
Morgan Stanley
|
84,368,261 | $8,199,751,277 | |
| 3 | SCHW |
Schwab Charles Corp
|
101,023,390 | $7,444,413,600 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,302,759 | $1,481,060,581 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
37,207,576 | $1,140,412,199 | |
| 6 | TW |
Tradeweb Markets Inc.
|
10,489,311 | $1,111,866,966 | |
| 7 | MARA |
MARA Holdings, Inc.
|
43,016,194 | $853,871,443 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
16,036,731 | $797,987,726 |
All Filings in LPLA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $1,481,060,581 | 5,302,759 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,605,625,557 | 6,077,311 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,356,947,288 | 5,961,459 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,507,713,617 | 6,344,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,364,991,392 | 6,277,843 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,324,253,808 | 6,542,756 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,360,208,209 | 6,292,308 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,056,630,444 | 4,836,280 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $829,776,271 | 4,497,920 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $648,385,019 | 3,549,294 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $591,185,467 | 3,692,832 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $567,971,727 | 3,623,193 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $508,047,432 | 3,763,872 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $512,540,670 | 3,605,379 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $349,990,763 | 3,358,192 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $254,716,288 | 3,322,242 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $285,398,966 | 3,640,293 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $215,622,860 | 3,961,471 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||