Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$152,178,744
-$44,528,876 QoQ
Shares Held
540,254
-17.4% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Mar 31, 2025CallValue
$163,570
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. LPLA ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
540,254 | $152,178,744 |
All Filings in LPLA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,178,744 | 540,254 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $196,707,620 | 653,883 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $153,138,420 | 428,755 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $111,826,423 | 336,128 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $86,654,065 | 231,096 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $163,570 | 500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $68,815,532 | 210,355 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,786,363 | 186,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,427,728 | 272,655 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,815,128 | 121,071 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,729,133 | 74,675 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,978,501 | 52,625 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $28,017,745 | 117,895 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $19,778,300 | 90,964 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,168,516 | 45,299 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,315,199 | 47,718 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $15,915,393 | 72,846 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,179,142 | 17,233 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $553,440 | 3,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $12,539,519 | 68,642 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,907,483 | 49,394 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,724,974 | 49,279 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,753,520 | 57,442 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,683,651 | 47,015 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,319,605 | 41,447 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,996,340 | 39,081 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,613,706 | 20,583 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $996,231 | 18,303 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||