Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,183,869
-$1,569,488 QoQ
Shares Held
146,208
+2.9% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#82
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Sep 30, 2025CallValue
$266,152
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. LPLA ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in LPLA
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,183,869 | 146,208 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,753,357 | 142,118 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,089,011 | 134,639 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $266,152 | 800 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $42,883,075 | 128,898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $599,952 | 1,600 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $47,409,331 | 126,435 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $523,424 | 1,600 | Call | Sole | 2025-05-07 | |
| 2025-03-31 | $38,677,435 | 118,229 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,510 | 1,000 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $37,637,787 | 115,273 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $24,690,185 | 106,135 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,057,919 | 100,458 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $23,401,779 | 88,576 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,215,973 | 80,028 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,217,804 | 80,866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,898,481 | 73,120 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,808,191 | 73,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,382,011 | 75,783 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,109,875 | 64,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,848,781 | 64,228 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,173,449 | 55,690 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,109,765 | 69,397 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,315,278 | 65,803 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,898,151 | 65,922 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,833,918 | 69,175 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,197,120 | 69,057 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,620,113 | 21,131 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,741,342 | 22,211 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,329,997 | 24,435 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||