ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1558481
PHOENIX, AZ
Position in LPLA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,542,450
-$1,302,074 QoQ
Shares Held
21,748
-1.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ARIZONA STATE RETIREMENT SYSTEM holds $227,329,162 across 28 Capital Markets names. LPLA ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,193 | $69,534,456 | |
| 2 | MS |
Morgan Stanley
|
325,286 | $53,532,317 | |
| 3 | SCHW |
Schwab Charles Corp
|
462,555 | $43,470,918 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
205,407 | $14,234,705 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,016 | $8,116,543 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
21,748 | $6,542,450 | |
| 7 | TW |
Tradeweb Markets Inc.
|
31,653 | $3,724,291 | |
| 8 | EVR |
Evercore Inc.
|
10,621 | $3,170,474 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||