Position in LPLA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,678,842
-$1,116,783 QoQ
Shares Held
30,811
-5.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#165
of 761 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 70%
Shared 3%
None 27%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,095,519,663 across 35 Capital Markets names. LPLA ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
586,661 | $593,331,334 | |
| 2 | MS |
Morgan Stanley
|
11,610,190 | $352,379,569 | |
| 3 | SCHW |
Schwab Charles Corp
|
730,794 | $67,430,362 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
276,833 | $24,095,544 | |
| 5 | EVR |
Evercore Inc.
|
38,173 | $13,033,789 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
72,676 | $7,287,949 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,873 | $4,275,125 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,678,842 | 30,811 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $9,795,625 | 32,562 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,769,108 | 32,951 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $10,786,806 | 32,423 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $14,191,488 | 37,847 | Shares | Other | 2025-08-15 | |
| 2025-03-31 | $12,933,806 | 39,536 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,418,707 | 34,972 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $7,861,032 | 33,792 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $9,890,291 | 35,411 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $9,234,582 | 34,953 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,847,587 | 69,623 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,494,323 | 35,743 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $7,116,048 | 32,728 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,920,865 | 34,194 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,247,745 | 28,902 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||