Robeco Institutional Asset Management B.V.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1418773
ROTTERDAM, P7
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,017,673
+$274,965 QoQ
Shares Held
7,163
+23.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 761 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Robeco Institutional Asset Management B.V. holds $912,188,359 across 14 Capital Markets names. LPLA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,833,588 | $383,293,235 | |
| 2 | GS |
Goldman Sachs Group Inc
|
205,458 | $207,794,057 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,418,704 | $123,483,996 | |
| 4 | SCHW |
Schwab Charles Corp
|
935,109 | $86,282,507 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
631,215 | $63,298,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
124,969 | $12,454,410 | |
| 7 | XP |
XP Inc.
|
704,779 | $11,459,706 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
131,073 | $8,209,101 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,673 | 7,163 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,742,708 | 5,793 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $2,343,392 | 6,561 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $4,814,024 | 14,470 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $4,581,758 | 12,219 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,723,767 | 8,326 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,588,897 | 7,929 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $1,725,416 | 7,417 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $2,018,501 | 7,227 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $1,754,552 | 6,641 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,553,051 | 6,823 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,833,469 | 7,715 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $2,526,101 | 11,618 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $13,606,137 | 67,224 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $40,711,944 | 188,333 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $20,367,798 | 93,225 | Shares | Defined | 2022-12-01 | |
| 2022-06-30 | $2,631,053 | 14,262 | Shares | Defined | 2022-12-01 | |
| No filing history on record for this holder in this stock. | ||||||