Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,389,806
-$10,865,661 QoQ
Shares Held
31,213
-45.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Korea Investment CORP holds $497,340,956 across 11 Capital Markets names. LPLA ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
168,709 | $142,726,126 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,212,883 | $113,986,744 | |
| 3 | MS |
Morgan Stanley
|
618,143 | $101,727,793 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
661,978 | $45,875,075 | |
| 5 | FUTU |
Futu Holdings Ltd
|
316,006 | $43,216,980 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
241,672 | $16,208,941 | |
| 7 | TW |
Tradeweb Markets Inc.
|
109,620 | $12,897,889 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
31,213 | $9,389,806 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,389,806 | 31,213 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,255,467 | 56,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,985,952 | 57,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,272,423 | 56,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,662,095 | 60,103 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,885,038 | 48,651 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,852,494 | 63,846 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,269,475 | 40,349 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,013,186 | 30,330 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,814,550 | 56,298 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,056,246 | 118,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,871,262 | 27,003 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,582,196 | 62,165 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,343,110 | 94,107 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,144,531 | 28,124 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,279,936 | 23,200 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||