Pictet Asset Management Holding SA
Position in LPLA — LPL Financial Holdings Inc.
CIK 1993888
CAROUGE, V8
Position in LPLA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$11,982,058
-$3,898,791 QoQ
Shares Held
39,830
-10.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pictet Asset Management Holding SA holds $460,668,860 across 33 Capital Markets names. LPLA ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
171,028 | $144,687,977 | |
| 2 | MS |
Morgan Stanley
|
713,742 | $117,460,520 | |
| 3 | SCHW |
Schwab Charles Corp
|
956,500 | $89,891,870 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
327,018 | $22,662,347 | |
| 5 | FUTU |
Futu Holdings Ltd
|
125,069 | $17,104,436 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
253,964 | $17,033,365 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
39,830 | $11,982,058 | |
| 8 | XP |
XP Inc.
|
532,173 | $10,132,573 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,982,058 | 39,830 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,880,849 | 44,463 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,809,761 | 47,521 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $18,441,774 | 49,182 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,223,787 | 46,536 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,662,684 | 47,970 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,521,080 | 40,928 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,111,777 | 36,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,235,108 | 38,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,757,451 | 38,474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,304,235 | 39,151 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||