Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,901,896
+$6,345,786 QoQ
Shares Held
35,153
+197.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Man Group plc holds $469,843,962 across 30 Capital Markets names. LPLA ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,063,766 | $190,423,687 | |
| 2 | MS |
Morgan Stanley
|
198,826 | $41,562,586 | |
| 3 | GS |
Goldman Sachs Group Inc
|
37,073 | $37,494,519 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
654,306 | $32,702,213 | |
| 5 | XP |
XP Inc.
|
1,724,253 | $28,036,352 | |
| 6 | WULF |
Terawulf Inc.
|
476,606 | $11,772,168 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
35,153 | $9,901,896 | |
| 8 | SF |
Stifel Financial Corp
|
141,354 | $9,862,267 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,901,896 | 35,153 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,556,110 | 11,821 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,722,166 | 27,220 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,613,658 | 161,152 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $74,276,682 | 198,087 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,087,793 | 110,313 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $44,917,327 | 137,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $104,433,655 | 448,926 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $69,259,975 | 247,977 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,529,363 | 119,339 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,962,891 | 92,096 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,099,422 | 76,160 | Principal | Defined | 2023-11-14 | |
| 2023-06-30 | $10,967,385 | 50,441 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,102,277 | 74,616 | Principal | Defined | 2023-05-15 | |
| 2022-12-31 | $60,467,286 | 279,721 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $708,093 | 3,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,218,305 | 6,604 | Principal | Defined | 2022-08-15 | |
| 2022-03-31 | $16,835,788 | 92,160 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,769,925 | 154,725 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,838,206 | 145,689 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,149,816 | 119,646 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,991,054 | 105,452 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,781,835 | 141,833 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,284,991 | 316,747 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,170,289 | 244,519 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,007,778 | 257,354 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||