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Equibles

Pictet Asset Management Holding SA

Position in LPLA — LPL Financial Holdings Inc.

CIK 1993888 CAROUGE, V8
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$11,124,106
-$857,952 QoQ
Shares Held
39,492
-0.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#149
of 764 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 43% Shared 0% None 57%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Pictet Asset Management Holding SA holds $616,541,953 across 35 Capital Markets names. LPLA ranks #7 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 196,730 $198,966,820
2 MS
Morgan Stanley
 919,415 $192,194,511
3 SCHW
Schwab Charles Corp
 1,035,288 $95,526,023
4 HOOD
Robinhood Markets, Inc.
 323,776 $32,468,257
5 IBKR
Interactive Brokers Group, Inc.
 232,461 $20,233,405
6 FUTU
Futu Holdings Ltd
 190,472 $17,854,845
7 LPLA
LPL Financial Holdings Inc.
This page 		39,492 $11,124,106
8 XP
XP Inc.
 535,592 $8,708,725

All Filings in LPLA

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,124,106 39,492
2026-03-31 $11,982,058 39,830
2025-12-31 $15,880,849 44,463
2025-09-30 $15,809,761 47,521
2025-06-30 $18,441,774 49,182
2025-03-31 $15,223,787 46,536
2024-12-31 $15,662,684 47,970
2024-09-30 $9,521,080 40,928
2024-06-30 $10,111,777 36,204
2024-03-31 $10,235,108 38,740
2023-12-31 $8,757,451 38,474
2023-09-30 $9,304,235 39,151