Lombard Odier Asset Management (Switzerland) SA
Position in LPLA — LPL Financial Holdings Inc.
CIK 1535660
PETIT-LANCY, V8
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$459,138
-$31,214 QoQ
Shares Held
1,630
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 762 holders
Holding Since
Mar 2023
4 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, 2026Lombard Odier Asset Management (Switzerland) SA holds $47,949,017 across 7 Capital Markets names. LPLA ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
26,321 | $26,620,269 | |
| 2 | MS |
Morgan Stanley
|
63,810 | $13,338,842 | |
| 3 | SCHW |
Schwab Charles Corp
|
47,634 | $4,395,189 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,034 | $2,109,289 | |
| 5 | IREN |
IREN Ltd
|
13,687 | $625,906 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,630 | $459,138 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,600 | $400,384 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,138 | 1,630 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $490,352 | 1,630 | Shares | Other | 2026-05-15 | |
| 2024-03-31 | $551,385 | 2,087 | Shares | Other | 2024-05-15 | |
| 2023-03-31 | $325,054 | 1,606 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||