Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,795,625
-$1,973,483 QoQ
Shares Held
32,562
-1.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 91.6651311344512.ToString("F0")%
Shared 3.0557091087771022.ToString("F0")%
None 5.279159756771698.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. LPLA ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,994 | $277,464,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
169,542 | $143,430,835 | |
| 3 | SCHW |
Schwab Charles Corp
|
805,140 | $75,667,057 | |
| 4 | EVR |
Evercore Inc.
|
43,669 | $13,035,632 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
32,562 | $9,795,625 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
118,302 | $7,934,514 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
79,474 | $5,507,547 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
33,604 | $4,826,206 |
All Filings in LPLA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $14,189,988 | 37,843 | Shares | Sole | 2025-09-26 | |
| 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. | ||||||