Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,286,881
+$2,934,077 QoQ
Shares Held
43,620
+40.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#140
of 761 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tredje AP-fonden holds $351,615,727 across 7 Capital Markets names. LPLA ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
101,949 | $103,108,160 | |
| 2 | MS |
Morgan Stanley
|
420,404 | $87,881,252 | |
| 3 | SCHW |
Schwab Charles Corp
|
587,227 | $54,183,435 | |
| 4 | FUTU |
Futu Holdings Ltd
|
532,495 | $49,916,081 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
272,816 | $27,357,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
193,956 | $16,881,930 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
43,620 | $12,286,881 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,286,881 | 43,620 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,352,804 | 31,090 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,933,437 | 8,213 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,788,940 | 8,383 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,452,678 | 6,541 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,944,847 | 5,945 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,941,101 | 5,945 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,765,738 | 11,889 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,320,597 | 11,889 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,190,215 | 12,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,685,916 | 11,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,047,385 | 12,823 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,085,549 | 14,191 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,416,309 | 16,879 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,485,957 | 16,126 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,432,539 | 15,711 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||