Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$299,487,246
-$7,611,750 QoQ
Shares Held
1,063,218
+4.2% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
9.68%
of 13F equity value
Holder Rank
#18
of 761 holders
Holding Since
Dec 2023
11 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, 2026SurgoCap Partners LP holds $299,487,246 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,063,218 | $299,487,246 |
All Filings in LPLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,487,246 | 1,063,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $307,098,996 | 1,020,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $355,384,150 | 995,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,786,347 | 994,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $330,500,432 | 881,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,533,435 | 906,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,583,747 | 709,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $181,619,126 | 780,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $152,732,691 | 546,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $137,894,170 | 521,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,250,016 | 576,619 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||