Illinois Municipal Retirement Fund
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1541910
OAK BROOK, IL
Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,293,445
-$2,677,084 QoQ
Shares Held
14,272
-26.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Illinois Municipal Retirement Fund holds $67,002,761 across 15 Capital Markets names. LPLA ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
133,220 | $21,924,015 | |
| 2 | SCHW |
Schwab Charles Corp
|
103,657 | $9,741,684 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
74,122 | $5,136,654 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
14,272 | $4,293,445 | |
| 5 | SNEX |
StoneX Group Inc.
|
42,327 | $3,413,672 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
20,313 | $3,351,238 | |
| 7 | LAZ |
Lazard, Inc.
|
71,398 | $3,032,987 | |
| 8 | PIPR |
Piper Sandler Companies
|
34,500 | $2,640,975 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,293,445 | 14,272 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,970,529 | 19,516 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,229,021 | 21,729 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,287,166 | 19,434 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,804,117 | 17,742 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,792,940 | 17,742 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,127,321 | 17,742 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,955,340 | 17,742 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,687,436 | 17,742 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,038,434 | 17,742 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,216,386 | 17,742 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,857,643 | 17,742 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,590,980 | 17,742 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,835,288 | 17,742 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,300,997 | 19,686 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,631,673 | 19,686 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,337,573 | 12,796 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,048,511 | 12,796 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,582,335 | 10,094 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,362,488 | 10,094 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,434,963 | 10,094 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,051,996 | 10,094 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $401,367 | 5,235 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||