Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,978,387
-$7,000,853 QoQ
Shares Held
131,278
-10.2% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#87
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN BROTHERS HARRIMAN & CO holds $109,137,869 across 16 Capital Markets names. LPLA ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
424,571 | $42,312,745 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
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|
131,278 | $36,978,387 | |
| 3 | GS |
Goldman Sachs Group Inc
|
10,887 | $11,010,785 | |
| 4 | MS |
Morgan Stanley
|
52,510 | $10,976,690 | |
| 5 | SCHW |
Schwab Charles Corp
|
43,530 | $4,016,513 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
19,441 | $1,949,543 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
12,681 | $1,103,754 | |
| 8 | PJT |
PJT Partners Inc.
|
3,036 | $458,253 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,978,387 | 131,278 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,979,240 | 146,193 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,820,792 | 187,084 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $63,330,203 | 190,358 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,272,707 | 184,742 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $57,408,817 | 175,487 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $56,083,316 | 171,766 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $35,354,874 | 151,979 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,802,745 | 95,964 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,382,762 | 80,934 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,419,564 | 58,956 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,357,499 | 43,583 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,792,730 | 31,241 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,908,546 | 19,311 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $941,204 | 4,354 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,067,930 | 4,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,344,490 | 7,288 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,266,155 | 6,931 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $800,450 | 5,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $800,886 | 5,109 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $698,656 | 5,176 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $794,105 | 5,586 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $573,210 | 5,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $421,685 | 5,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $431,200 | 5,500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $299,909 | 5,510 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||