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Artemis Investment Management LLP

Position in LPLA — LPL Financial Holdings Inc.

CIK 1535385 EDINBURGH, X0

Position in LPLA

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$15,621,199
-$6,976,232 QoQ
Shares Held
51,927
-17.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Artemis Investment Management LLP holds $205,697,470 across 5 Capital Markets names. LPLA ranks #4 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 LPLA
LPL Financial Holdings Inc.
This page
51,927 $15,621,199

All Filings in LPLA

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,621,199 51,927
2025-12-31 $22,597,431 63,268
2025-09-30 $18,042,444 54,232
2025-06-30 $37,168,901 99,125
2025-03-31 $37,549,129 114,780
2024-12-31 $27,014,131 82,736
2024-09-30 $16,246,879 69,840
2024-06-30 $35,092,927 125,646
2024-03-31 $29,300,836 110,904
2023-12-31 $25,172,268 110,589
2023-09-30 $60,676,085 255,317
2023-06-30 $62,804,220 288,848
2023-03-31 $65,451,100 323,375
2022-12-31 $76,878,266 355,638
2022-09-30 $96,143,871 440,058
2022-06-30 $96,655,713 523,936
2022-03-31 $112,284,262 614,650
2021-12-31 $122,894,529 767,659
2021-09-30 $108,122,545 689,733
2021-06-30 $91,805,027 680,138
2021-03-31 $92,852,656 653,156
2020-12-31 $68,186,977 654,260
2020-09-30 $33,022,842 430,714
2020-06-30 $37,342,704 476,310
2020-03-31 $15,351,872 282,048