Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,510,367
-$36,821,692 QoQ
Shares Held
5,362
-95.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#327
of 761 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. LPLA ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,367 | 5,362 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $38,332,059 | 127,421 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,841,924 | 5,157 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,781,221 | 5,354 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $54,213,161 | 144,580 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $13,830,170 | 42,276 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,086,398 | 6,390 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,451,843 | 6,241 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,777,744 | 6,365 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,857,854 | 7,032 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,546,222 | 6,793 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,786,177 | 7,516 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,732,264 | 7,967 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,429,550 | 7,063 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,798,533 | 8,320 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,209,050 | 10,111 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,788,533 | 9,695 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,372,292 | 7,512 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $1,118,547 | 6,987 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $932,251 | 5,947 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $326,381 | 2,418 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $741,363 | 5,215 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $350,908 | 3,367 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,023,161 | 13,345 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $416,460 | 5,312 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||