Sumitomo Mitsui Trust Group, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$47,222,806
-$3,174,642 QoQ
Shares Held
167,647
+0.1% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 761 holders
Holding Since
Mar 2020
20 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,890,458,152 across 16 Capital Markets names. LPLA ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
882,737 | $892,773,719 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
6,569,053 | $658,744,634 | |
| 3 | MS |
Morgan Stanley
|
2,502,924 | $523,211,232 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,460,277 | $319,279,758 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,185,726 | $199,522,019 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
885,091 | $77,038,320 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,452,071 | $59,257,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
167,647 | $47,222,806 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,222,806 | 167,647 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $50,397,448 | 167,528 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $63,034,790 | 176,484 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $61,106,503 | 183,674 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $68,502,894 | 182,689 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $56,506,565 | 172,729 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $56,494,066 | 173,024 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $40,756,543 | 175,199 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $47,656,121 | 170,627 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $49,612,268 | 187,783 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $47,008,082 | 206,520 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $46,290,417 | 194,784 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $46,392,604 | 213,368 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $48,387,363 | 239,068 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $47,918,403 | 221,670 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $48,949,570 | 224,046 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $42,117,337 | 228,303 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $971,857 | 5,320 | Shares | Defined | 2022-04-27 | |
| 2021-09-30 | $207,079 | 1,321 | Shares | Defined | 2021-10-25 | |
| 2020-03-31 | $501,137 | 9,207 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||