KING LUTHER CAPITAL MANAGEMENT CORP
Position in LPLA — LPL Financial Holdings Inc.
CIK 310051
FORT WORTH, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,923,838
-$23,995 QoQ
Shares Held
10,380
+5.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 761 holders
Holding Since
Mar 2020
26 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, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $174,876,239 across 7 Capital Markets names. LPLA ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
129,697 | $131,171,654 | |
| 2 | SCHW |
Schwab Charles Corp
|
330,113 | $30,459,526 | |
| 3 | PIPR |
Piper Sandler Companies
|
53,131 | $3,843,496 | |
| 4 | MS |
Morgan Stanley
|
16,280 | $3,403,171 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
10,380 | $2,923,838 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
12,333 | $1,654,225 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
38,222 | $1,420,329 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,923,838 | 10,380 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,947,833 | 9,799 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,695,204 | 7,546 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,115,243 | 6,358 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,387,059 | 6,366 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,245,161 | 6,863 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,234,307 | 6,843 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,576,766 | 6,778 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,636,698 | 5,860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,533,416 | 5,804 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,260,559 | 5,538 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,264,060 | 5,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,169,990 | 5,381 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,056,932 | 5,222 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,509,947 | 6,985 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,120,566 | 9,706 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,338,402 | 7,255 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,576,528 | 8,630 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,349,558 | 8,430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,006,399 | 6,420 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $884,119 | 6,550 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,235,370 | 8,690 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $905,671 | 8,690 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $545,353 | 7,113 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $514,696 | 6,565 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $364,953 | 6,705 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||