Ensign Peak Advisors, Inc
Position in LPLA — LPL Financial Holdings Inc.
CIK 1454984
SALT LAKE CITY, UT
Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,919,075
-$17,326,050 QoQ
Shares Held
72,862
-33.7% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Ensign Peak Advisors, Inc holds $993,361,558 across 25 Capital Markets names. LPLA ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,850,620 | $304,556,533 | |
| 2 | GS |
Goldman Sachs Group Inc
|
331,935 | $280,813,690 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,406,428 | $226,156,103 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,477,244 | $99,078,755 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
488,656 | $33,863,860 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
72,862 | $21,919,075 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
248,846 | $10,269,874 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
25,888 | $3,718,034 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,919,075 | 72,862 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $39,245,125 | 109,878 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $38,019,147 | 114,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,715,232 | 100,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,697,485 | 47,984 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,595,423 | 47,764 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,279,450 | 57,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,116,755 | 75,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,681,071 | 47,998 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,162,484 | 49,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,127,104 | 59,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,572,355 | 44,025 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,702,188 | 42,995 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,796,826 | 49,946 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,245,704 | 24,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,560,464 | 19,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,140,269 | 17,190 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,751,947 | 17,190 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $228,791 | 1,695 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $740,653 | 5,210 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $271,805 | 2,608 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,208,319 | 15,760 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $486,080 | 6,200 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $838,222 | 15,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||