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ArrowMark Colorado Holdings LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1483859 Denver, CO

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,122,242
-$552,191 QoQ
Shares Held
28,835
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#171
of 761 holders
Holding Since
Mar 2020
25 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, 2026

ArrowMark Colorado Holdings LLC holds $29,577,792 across 5 Capital Markets names. LPLA ranks #2 (27.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LPLA
LPL Financial Holdings Inc.
This page
28,835 $8,122,242

All Filings in LPLA

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,122,242 28,835
2026-03-31 $8,674,433 28,835
2025-12-31 $9,227,486 25,835
2025-09-30 $8,595,046 25,835
2025-06-30 $9,687,349 25,835
2025-03-31 $10,087,361 30,835
2024-12-31 $12,490,966 38,256
2024-09-30 $7,736,343 33,256
2024-03-31 $119,666,219 452,938
2023-12-31 $108,276,330 475,689
2023-09-30 $161,775,484 680,730
2023-06-30 $127,927,767 588,363
2023-03-31 $93,738,726 463,136
2022-12-31 $76,677,660 354,710
2022-09-30 $77,879,162 356,459
2022-06-30 $74,338,614 402,963
2022-03-31 $114,596,260 627,306
2021-12-31 $114,783,409 716,993
2021-09-30 $113,489,066 723,967
2021-06-30 $93,685,298 694,068
2021-03-31 $143,376,747 1,008,559
2020-12-31 $102,022,104 978,911
2020-09-30 $68,774,600 897,021
2020-06-30 $70,295,321 896,624
2020-03-31 $44,826,370 823,560