Sumitomo Mitsui DS Asset Management Company, Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1411530
TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,654,234
-$268,589 QoQ
Shares Held
12,973
-0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#239
of 761 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $401,903,635 across 11 Capital Markets names. LPLA ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
287,819 | $291,091,502 | |
| 2 | MS |
Morgan Stanley
|
180,283 | $37,686,358 | |
| 3 | SCHW |
Schwab Charles Corp
|
235,706 | $21,748,592 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
212,287 | $18,477,460 | |
| 5 | TW |
Tradeweb Markets Inc.
|
143,825 | $14,333,599 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
111,983 | $11,229,655 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,973 | $3,654,234 | |
| 8 | IREN |
IREN Ltd
|
37,069 | $1,695,165 |
All Filings in LPLA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,234 | 12,973 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,922,823 | 13,040 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,637,495 | 12,984 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,242,196 | 15,757 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,898,653 | 15,731 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,204,797 | 15,910 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,831,041 | 14,796 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,879,570 | 16,677 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,991,957 | 35,775 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,759,548 | 36,940 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,729,909 | 38,353 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,187,817 | 42,869 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,717,855 | 40,095 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,262,053 | 30,939 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,669,493 | 30,853 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,003,359 | 36,632 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,593,012 | 41,159 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,537,751 | 35,788 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $8,178,357 | 51,086 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||