Russell Investments Group, Ltd.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1692234
Seattle, WA
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,347,394
+$4,310,494 QoQ
Shares Held
75,786
+33.8% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. LPLA ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,347,394 | 75,786 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $17,036,900 | 56,633 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $21,120,885 | 59,134 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,603,420 | 58,924 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $23,244,383 | 61,990 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $24,427,537 | 74,670 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $21,461,495 | 65,730 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $22,154,979 | 95,237 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,565,212 | 52,149 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $19,880,519 | 75,248 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $26,772,661 | 117,620 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $32,175,193 | 135,389 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $26,258,366 | 120,767 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $30,678,372 | 151,573 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $35,337,308 | 163,470 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $29,871,457 | 136,724 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $16,663,892 | 90,329 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $9,566,402 | 52,367 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,000,417 | 56,221 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $9,779,469 | 62,385 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,484,976 | 48,044 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $12,303,803 | 86,549 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $16,430,698 | 157,654 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $8,859,905 | 115,559 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $12,563,912 | 160,254 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,056,997 | 148,025 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||