Daiwa Securities Group Inc.
Broker-DealerPosition in LPLA — LPL Financial Holdings Inc.
CIK 1481045
CHIYODA-KU,TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,320,125
+$184,315 QoQ
Shares Held
15,337
+11.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
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, 2026Daiwa Securities Group Inc. holds $463,553,123 across 15 Capital Markets names. LPLA ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
4,236,374 | $193,729,383 | |
| 2 | GS |
Goldman Sachs Group Inc
|
131,510 | $133,005,267 | |
| 3 | MS |
Morgan Stanley
|
223,070 | $46,630,552 | |
| 4 | SCHW |
Schwab Charles Corp
|
383,918 | $35,424,113 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
330,198 | $20,680,300 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
165,267 | $16,572,974 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
98,128 | $8,541,060 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
15,337 | $4,320,125 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,320,125 | 15,337 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $4,135,810 | 13,748 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,454,980 | 12,473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,927,405 | 11,805 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,957,477 | 13,221 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,426,598 | 16,588 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $4,198,265 | 12,858 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $3,685,090 | 15,841 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,938,514 | 10,521 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $2,229,847 | 8,440 | Shares | Other | 2024-05-02 | |
| 2023-12-31 | $1,812,992 | 7,965 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $1,994,595 | 8,393 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $2,013,836 | 9,262 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,954,373 | 9,656 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,978,170 | 9,151 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,846,793 | 13,030 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $2,892,092 | 15,677 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $2,839,577 | 15,544 | Shares | Other | 2022-04-29 | |
| 2021-12-31 | $2,776,761 | 17,345 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $3,076,571 | 19,626 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $2,633,054 | 19,507 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $3,187,653 | 22,423 | Shares | Other | 2021-05-03 | |
| 2020-12-31 | $2,480,019 | 23,796 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,099,531 | 27,384 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $2,980,376 | 38,015 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,069,156 | 38,015 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||