First Pacific Advisors, LP
Position in LPLA — LPL Financial Holdings Inc.
CIK 1377581
EL SEGUNDO, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,488,009
-$5,965,308 QoQ
Shares Held
321,244
+0.2% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#55
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First Pacific Advisors, LP holds $225,647,173 across 2 Capital Markets names. LPLA ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
2,704,265 | $135,159,164 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
321,244 | $90,488,009 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,488,009 | 321,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,453,317 | 320,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $138,371,944 | 387,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $147,549,013 | 443,503 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $166,300,319 | 443,503 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $149,810,818 | 457,941 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $149,635,941 | 458,289 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $106,628,752 | 458,362 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $128,181,383 | 458,938 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $121,484,972 | 459,822 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $104,764,608 | 460,261 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $114,225,284 | 480,645 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $104,692,545 | 481,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $97,513,284 | 481,785 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $107,461,998 | 497,118 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $121,895,454 | 557,925 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $103,734,210 | 562,306 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $115,766,508 | 633,712 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $111,101,979 | 693,997 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $113,749,445 | 725,628 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $107,536,406 | 796,684 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $122,672,422 | 862,918 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $114,539,343 | 1,099,015 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $105,199,367 | 1,372,106 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $109,941,574 | 1,402,316 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $89,422,938 | 1,642,898 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||