Bank of New York Mellon Corp
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1390777
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$98,662,638
-$16,807,639 QoQ
Shares Held
350,265
-8.7% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#52
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. LPLA ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,662,638 | 350,265 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $115,470,277 | 383,839 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $130,504,196 | 365,384 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $150,533,568 | 452,474 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $182,033,677 | 485,462 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $148,107,068 | 452,733 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $147,805,846 | 452,684 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $111,642,618 | 479,915 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $257,791,101 | 922,990 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $256,471,880 | 970,749 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $215,524,038 | 946,859 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $261,321,834 | 1,099,608 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $203,976,075 | 938,123 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $153,375,477 | 757,784 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $129,802,947 | 600,467 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $156,295,124 | 715,375 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $211,777,313 | 1,147,969 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $134,411,737 | 735,777 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $221,848,553 | 1,385,774 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $231,566,334 | 1,477,203 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $151,469,554 | 1,122,163 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $137,916,660 | 970,151 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $131,573,472 | 1,262,459 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $158,542,436 | 2,067,855 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $182,046,520 | 2,322,022 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $117,938,048 | 2,166,784 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||