ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1558481
PHOENIX, AZ
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,476,104
-$66,346 QoQ
Shares Held
22,991
+5.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $276,177,231 across 31 Capital Markets names. LPLA ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
81,855 | $82,785,691 | |
| 2 | MS |
Morgan Stanley
|
328,814 | $68,735,278 | |
| 3 | SCHW |
Schwab Charles Corp
|
458,174 | $42,275,714 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
208,264 | $20,884,713 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,327 | $10,560,302 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
22,991 | $6,476,104 | |
| 7 | IREN |
IREN Ltd
|
92,887 | $4,247,722 | |
| 8 | EVR |
Evercore Inc.
|
10,382 | $3,544,830 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,476,104 | 22,991 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,542,450 | 21,748 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,844,524 | 21,963 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,831,189 | 23,539 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,754,424 | 23,347 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,075,056 | 21,627 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,082,001 | 21,690 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,979,212 | 21,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,712,522 | 20,453 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,495,095 | 20,799 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,734,723 | 20,801 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,035,803 | 21,190 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,665,612 | 21,458 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,683,940 | 23,142 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,880,902 | 22,579 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,796,946 | 21,956 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,121,836 | 22,343 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,957,762 | 21,665 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,457,623 | 21,598 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,413,605 | 21,776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,923,531 | 21,659 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,281,194 | 23,081 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,390,389 | 22,936 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,824,439 | 23,796 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,408,926 | 17,971 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,032,863 | 18,976 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||