Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$660,051,166
-$35,601,964 QoQ
Shares Held
2,343,266
+1.3% QoQ
Ownership
2.98%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#9
of 761 holders
Holding Since
Sep 2022
11 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, 2026Capital World Investors holds $5,793,324,362 across 12 Capital Markets names. LPLA ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,170,848 | $2,126,114,065 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,902,662 | $1,924,295,266 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,343,266 | $660,051,166 | |
| 4 | XP |
XP Inc.
|
19,370,669 | $314,967,077 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,255,412 | $283,351,060 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,313,422 | $230,555,636 | |
| 7 | WULF |
Terawulf Inc.
|
3,523,551 | $87,031,709 | |
| 8 | HUT |
Hut 8 Corp.
|
519,536 | $59,977,833 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,051,166 | 2,343,266 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $695,653,130 | 2,312,446 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,294,868,759 | 3,625,357 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $874,492,632 | 2,628,551 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,137,133 | 16,367 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,778,005 | 5,435 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,286,623 | 19,254 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,142,442 | 17,807 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,973,495 | 17,807 | Shares | Defined | 2024-08-13 | |
| 2022-12-31 | $109,056,467 | 504,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $110,221,849 | 504,494 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||