Position in LPLA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,284,526
+$491,484 QoQ
Shares Held
25,861
+14.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 205 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Handelsbanken Fonder AB holds $426,210,832 across 32 Capital Markets names. LPLA ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
115,455 | $116,767,723 | |
| 2 | MS |
Morgan Stanley
|
526,074 | $109,970,508 | |
| 3 | SCHW |
Schwab Charles Corp
|
652,139 | $60,172,865 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
219,632 | $29,459,240 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
249,885 | $25,058,467 | |
| 6 | TW |
Tradeweb Markets Inc.
|
217,570 | $21,683,026 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
124,883 | $10,869,816 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
25,861 | $7,284,526 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,284,526 | 25,861 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,793,042 | 22,581 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,065,255 | 22,581 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,179,782 | 21,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,379,784 | 19,681 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,929,152 | 21,181 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,262,788 | 19,181 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,578,391 | 19,681 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,519,353 | 16,181 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,301,440 | 16,281 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,705,881 | 16,281 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,346,349 | 14,081 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,061,631 | 14,081 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,364,234 | 11,681 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,525,081 | 11,681 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,552,064 | 11,681 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,154,910 | 11,681 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,133,885 | 11,681 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,254,227 | 14,081 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,270,041 | 14,481 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,954,645 | 14,481 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,058,618 | 14,481 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,509,209 | 14,481 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,110,258 | 14,481 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,135,310 | 14,481 | Shares | Sole | 2020-08-26 | |
| No filing history on record for this holder in this stock. | ||||||