Mitsubishi UFJ Asset Management Co., Ltd.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1466546
TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$26,860,159
+$1,009,537 QoQ
Shares Held
95,357
+11.0% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 761 holders
Holding Since
Jun 2022
17 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 Asset Management Co., Ltd. holds $2,338,588,495 across 31 Capital Markets names. LPLA ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
963,426 | $974,380,153 | |
| 2 | MS |
Morgan Stanley
|
2,884,044 | $602,880,557 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,017,116 | $370,659,293 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,926,364 | $193,175,781 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,050,804 | $91,461,980 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
95,357 | $26,860,159 | |
| 7 | IREN |
IREN Ltd
|
450,436 | $20,598,438 | |
| 8 | TW |
Tradeweb Markets Inc.
|
147,144 | $14,664,371 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,860,159 | 95,357 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $25,850,622 | 85,931 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $27,856,402 | 77,992 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $24,224,156 | 72,813 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $25,701,943 | 68,544 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $19,056,232 | 58,251 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,837,567 | 54,631 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,576,134 | 49,762 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $12,321,319 | 44,115 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,391,250 | 39,331 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $7,791,432 | 34,230 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $8,126,917 | 34,197 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $6,321,994 | 29,076 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,616,600 | 27,750 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $5,673,165 | 26,244 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $4,933,278 | 22,580 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $3,807,113 | 20,637 | Shares | Defined | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||