Mitsubishi UFJ Trust & Banking Corp
Position in LPLA — LPL Financial Holdings Inc.
CIK 1462160
TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,040,765
-$316,511 QoQ
Shares Held
35,646
+3.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#156
of 761 holders
Holding Since
Mar 2020
26 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $429,994,121 across 26 Capital Markets names. LPLA ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
141,192 | $142,797,352 | |
| 2 | MS |
Morgan Stanley
|
529,981 | $110,787,227 | |
| 3 | SCHW |
Schwab Charles Corp
|
849,779 | $78,409,108 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
311,268 | $31,213,955 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
195,153 | $16,986,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
35,646 | $10,040,765 | |
| 7 | XP |
XP Inc.
|
614,527 | $9,992,208 | |
| 8 | IREN |
IREN Ltd
|
131,115 | $5,995,888 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,040,765 | 35,646 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,357,276 | 34,429 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,767,398 | 35,746 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,604,026 | 40,891 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,908,807 | 39,760 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,319,244 | 43,771 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,166,288 | 43,387 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,696,246 | 54,577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,760,657 | 45,688 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $14,560,061 | 55,110 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,144,109 | 75,319 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,638,001 | 86,842 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $20,472,121 | 94,155 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,116,706 | 79,628 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $13,075,906 | 60,489 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,069,070 | 50,664 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,495,857 | 46,053 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $840,693 | 4,602 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $862,564 | 5,388 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $932,094 | 5,946 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $802,591 | 5,946 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $892,480 | 6,278 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $823,338 | 7,900 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $720,698 | 9,400 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $736,960 | 9,400 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $522,528 | 9,600 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||