UniSuper Management Pty Ltd

Position in LPLA — LPL Financial Holdings Inc.

CIK 1989400 MELBOURNE, VICTORIA, C3

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$549,839

+$128,677 QoQ

Shares Held

1,952

+39.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#441

of 761 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

UniSuper Management Pty Ltd holds $262,024,326 across 8 Capital Markets names. LPLA ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	702,107	$146,768,447
2	GS	Goldman Sachs Group Inc	79,705	$80,611,245
3	SCHW	Schwab Charles Corp	178,691	$16,487,818
4	HOOD	Robinhood Markets, Inc.	86,566	$8,680,838
5	IBKR	Interactive Brokers Group, Inc.	96,770	$8,422,860
6	LPLA	LPL Financial Holdings Inc. This page	1,952	$549,839
7	TW	Tradeweb Markets Inc.	2,792	$278,250
8	CRCL	Circle Internet Group, Inc.	3,593	$225,029

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,839	1,952	+39.4%	Shares	Sole	2026-08-14
2026-03-31	$421,162	1,400	0.0%	Shares	Sole	2026-05-11
2025-12-31	$500,038	1,400	0.0%	Shares	Sole	2026-02-12
2025-09-30	$465,766	1,400	0.0%	Shares	Sole	2025-10-31
2025-06-30	$524,958	1,400	-12.5%	Shares	Sole	2025-07-22
2025-03-31	$523,424	1,600	0.0%	Shares	Sole	2025-05-15
2024-12-31	$522,416	1,600	-36.6%	Shares	Sole	2025-02-12
2024-09-30	$586,925	2,523	+57.7%	Shares	Sole	2024-11-14
2024-06-30	$446,880	1,600	+45.5%	Shares	Sole	2024-08-05
2024-03-31	$290,620	1,100	+83.3%	Shares	Sole	2024-05-13
2023-12-31	$136,572	600	0.0%	Shares	Sole	2024-02-13
2023-09-30	$142,590	600	0.0%	Shares	Sole	2023-11-13
2023-06-30	$130,458	600	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.