Utah Retirement Systems
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1548392
SALT LAKE CITY, UT
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,423,538
-$473,413 QoQ
Shares Held
12,154
-6.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 761 holders
Holding Since
Mar 2020
26 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, 2026Utah Retirement Systems holds $131,121,397 across 21 Capital Markets names. LPLA ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,783 | $44,280,812 | |
| 2 | MS |
Morgan Stanley
|
170,166 | $35,571,500 | |
| 3 | SCHW |
Schwab Charles Corp
|
248,161 | $22,897,815 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
117,545 | $11,787,412 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
65,929 | $5,738,460 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,154 | $3,423,538 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
27,152 | $1,700,529 | |
| 8 | IREN |
IREN Ltd
|
16,851 | $770,596 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,538 | 12,154 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,896,951 | 12,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,703,571 | 13,169 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,381,194 | 13,169 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,702,123 | 12,540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,029,383 | 12,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,021,623 | 12,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,865,303 | 12,317 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,412,208 | 12,217 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,465,511 | 13,117 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,985,691 | 13,117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,188,550 | 13,417 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,917,258 | 13,417 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,857,280 | 14,117 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,039,998 | 14,063 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,104,382 | 14,209 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,621,276 | 14,209 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,595,700 | 14,209 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,306,736 | 14,409 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,243,078 | 14,309 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,039,412 | 15,109 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,147,895 | 15,109 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,637,191 | 15,709 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,158,407 | 15,109 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,176,705 | 15,009 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $833,268 | 15,309 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||