Quantinno Capital Management LP

Position in LPLA — LPL Financial Holdings Inc.

CIK 1759654 NEW YORK, NY

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,993,408

+$1,511,746 QoQ

Shares Held

46,516

+33.1% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Quantinno Capital Management LP holds $719,028,582 across 33 Capital Markets names. LPLA ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	213,132	$180,307,540
2	MS	Morgan Stanley	917,669	$151,020,787
3	HOOD	Robinhood Markets, Inc.	1,360,977	$94,315,706
4	SCHW	Schwab Charles Corp	991,262	$93,158,802
5	EVR	Evercore Inc.	175,633	$52,428,206
6	SF	Stifel Financial Corp	308,246	$22,785,544
7	NMR	Nomura Holdings Inc	2,547,208	$20,097,471
8	LPLA	LPL Financial Holdings Inc. This page	46,516	$13,993,408

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,993,408	46,516	+33.1%	Shares	Sole	2026-05-15
2025-12-31	$12,481,662	34,946	+14.8%	Shares	Sole	2026-02-17
2025-09-30	$10,123,756	30,430	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$10,998,245	29,331	+37.1%	Shares	Sole	2025-08-14
2025-03-31	$6,999,160	21,395	+41.3%	Shares	Sole	2025-05-12
2024-12-31	$4,943,034	15,139	+5.2%	Shares	Sole	2025-02-14
2024-09-30	$3,348,476	14,394	+4.0%	Shares	Sole	2024-11-14
2024-06-30	$3,866,629	13,844	+18.7%	Shares	Sole	2024-08-14
2024-03-31	$3,081,893	11,665	+11.3%	Shares	Sole	2024-05-14
2023-12-31	$2,384,774	10,477	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$2,564,956	10,793	+7.2%	Shares	Sole	2023-11-14
2023-06-30	$2,189,954	10,072	+65.8%	Shares	Sole	2023-08-04
2023-03-31	$1,229,175	6,073	+65.4%	Shares	Sole	2023-05-03
2022-12-31	$793,560	3,671	-10.5%	Shares	Sole	2023-02-13
2022-09-30	$895,768	4,100	+12.9%	Shares	Sole	2022-11-08
2022-06-30	$669,846	3,631	+32.3%	Shares	Sole	2022-08-15
2022-03-31	$501,456	2,745	+15.3%	Shares	Sole	2022-05-12
2021-12-31	$381,014	2,380	-12.6%	Shares	Sole	2022-02-14
2021-09-30	$426,700	2,722	0.0%	Shares	Sole	2021-11-15
2021-06-30	$367,415	2,722	0.0%	Shares	Sole	2021-08-16
2021-03-31	$386,959	2,722	0.0%	Shares	Sole	2021-05-17
2020-12-31	$283,686	2,722	0.0%	Shares	Sole	2021-02-09
2020-09-30	$208,695	2,722	0.0%	Shares	Sole	2020-11-16
2020-06-30	$213,404	2,722	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.