Baird Financial Group, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1648711
MILWAUKEE, WI
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,906,128
-$265,864 QoQ
Shares Held
6,767
-6.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 761 holders
Holding Since
Dec 2020
20 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, 2026Baird Financial Group, Inc. holds $1,011,763,729 across 19 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,722,348 | $804,811,049 | |
| 2 | GS |
Goldman Sachs Group Inc
|
110,233 | $111,486,347 | |
| 3 | MS |
Morgan Stanley
|
327,172 | $68,392,034 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
78,396 | $7,861,550 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
50,337 | $4,381,331 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
20,327 | $2,726,460 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
36,253 | $2,270,525 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,767 | $1,906,128 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,128 | 6,767 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,171,992 | 7,220 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,393,395 | 6,701 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,088,960 | 6,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,271,943 | 6,059 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,966,111 | 6,010 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,755,091 | 8,438 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,801,719 | 7,745 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $822,030 | 3,459 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $748,176 | 3,441 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $726,007 | 3,587 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $868,786 | 4,019 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,025,981 | 4,696 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $845,102 | 4,581 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $848,000 | 4,642 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $739,935 | 4,622 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,611,308 | 16,658 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $282,513 | 2,093 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $308,202 | 2,168 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $222,197 | 2,132 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||