Morningstar Investment Management LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1673385 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,210,906

-$150,308 QoQ

Shares Held

7,849

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#286

of 761 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $13,422,216 across 5 Capital Markets names. LPLA ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	102,422	$9,450,477
2	LPLA	LPL Financial Holdings Inc. This page	7,849	$2,210,906
3	EVR	Evercore Inc.	2,506	$855,648
4	SF	Stifel Financial Corp	10,368	$723,375
5	MKTX	Marketaxess Holdings Inc	1,602	$181,810

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,210,906	7,849	0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,361,214	7,849	+42.6%	Shares	Sole	2026-05-14
2025-12-31	$1,965,506	5,503	-16.4%	Shares	Sole	2026-02-09
2025-09-30	$2,190,098	6,583	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.