Osmosis Investment Management UK Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1780700
London, X0
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$539,417
-$540,863 QoQ
Shares Held
1,915
-46.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#445
of 761 holders
Holding Since
Dec 2025
3 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, 2026Osmosis Investment Management UK Ltd holds $28,468,201 across 8 Capital Markets names. LPLA ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,947 | $10,060,097 | |
| 2 | MS |
Morgan Stanley
|
40,228 | $8,409,261 | |
| 3 | SCHW |
Schwab Charles Corp
|
57,016 | $5,260,866 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
20,666 | $2,072,386 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
13,756 | $1,197,322 | |
| 6 | TW |
Tradeweb Markets Inc.
|
6,088 | $606,730 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,915 | $539,417 | |
| 8 | IREN |
IREN Ltd
|
7,044 | $322,122 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,417 | 1,915 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,080,280 | 3,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $641,120 | 1,795 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||