Mawer Investment Management Ltd.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1538449
CALGARY, A0
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,095,968
+$3,438,628 QoQ
Shares Held
64,243
+31.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#122
of 761 holders
Holding Since
Dec 2023
11 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, 2026Mawer Investment Management Ltd. holds $95,274,187 across 3 Capital Markets names. LPLA ranks #3 (19.0% of the industry book) .
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,095,968 | 64,243 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,657,340 | 48,723 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,717,775 | 49,606 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,529,436 | 52,690 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,867,410 | 52,984 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,968,491 | 54,926 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,940,845 | 58,010 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,006,812 | 43,016 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,639,827 | 41,675 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,827,189 | 29,626 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,374,921 | 14,827 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||