Clarkston Capital Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1562855
ROCHESTER, MI
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,548,238
-$7,452,977 QoQ
Shares Held
76,499
-20.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#109
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Clarkston Capital Partners, LLC holds $31,387,633 across 2 Capital Markets names. LPLA ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
76,499 | $21,548,238 | |
| 2 | SCHW |
Schwab Charles Corp
|
106,637 | $9,839,395 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,548,238 | 76,499 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,001,215 | 96,404 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,681,040 | 301,484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,890,212 | 498,633 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,525,286 | 598,782 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,566,620 | 674,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $284,809,122 | 872,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $227,286,488 | 977,030 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $277,237,369 | 992,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $352,277,146 | 1,333,373 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,169,710 | 1,353,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $354,335,674 | 1,490,998 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $326,550,072 | 1,501,863 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $300,453,692 | 1,484,455 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,087,886 | 1,471,471 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $406,529,668 | 1,860,718 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $374,832,551 | 2,031,833 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $384,371,142 | 2,104,068 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $354,904,481 | 2,216,906 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $358,454,783 | 2,286,647 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $308,387,321 | 2,284,689 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $327,235,402 | 2,301,881 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,947,060 | 2,302,313 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $170,827,506 | 2,228,088 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $172,087,451 | 2,194,993 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $118,488,068 | 2,176,889 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||