FMR LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 315066 BOSTON, MA

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$276,438,215

-$113,945,866 QoQ

Shares Held

981,391

-24.4% QoQ

Ownership

1.25%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#23

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

FMR LLC holds $22,562,218,133 across 49 Capital Markets names. LPLA ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	24,903,987	$5,205,929,440
2	SCHW	Schwab Charles Corp	44,265,455	$4,084,373,529
3	GS	Goldman Sachs Group Inc	3,866,640	$3,910,603,694
4	HOOD	Robinhood Markets, Inc.	29,907,700	$2,999,144,154
5	IBKR	Interactive Brokers Group, Inc.	11,828,151	$1,029,522,261
6	SF	Stifel Financial Corp	8,534,782	$595,471,737
7	RIOT	Riot Platforms, Inc.	19,645,295	$537,888,175
8	LAZ	Lazard, Inc.	11,152,391	$467,731,275

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,438,215	981,391	-24.4%	Shares	Defined	2026-08-13
2026-03-31	$390,384,081	1,297,690	+95.1%	Shares	Defined	2026-05-15
2025-12-31	$237,510,546	664,979	-40.7%	Shares	Defined	2026-02-17
2025-09-30	$373,252,561	1,121,923	-54.3%	Shares	Defined	2025-11-13
2025-06-30	$920,354,112	2,454,474	-22.5%	Shares	Defined	2025-08-14
2025-03-31	$1,035,547,927	3,165,458	+7.0%	Shares	Defined	2025-05-12
2024-12-31	$966,052,644	2,958,723	-11.0%	Shares	Defined	2025-02-13
2024-09-30	$772,929,688	3,322,571	+24.4%	Shares	Defined	2024-11-13
2024-06-30	$746,260,550	2,671,896	-15.6%	Shares	Defined	2024-08-13
2024-03-31	$836,267,767	3,165,283	+13.1%	Shares	Defined	2024-05-13
2023-12-31	$637,151,625	2,799,190	+23.2%	Shares	Defined	2024-02-13
2023-09-30	$540,162,049	2,272,931	-6.3%	Shares	Defined	2023-11-13
2023-06-30	$527,550,841	2,426,302	-43.4%	Shares	Defined	2023-08-11
2023-03-31	$867,015,818	4,283,675	+92.9%	Shares	Defined	2023-08-11
2022-12-31	$479,997,483	2,220,463	+2.5%	Shares	Defined	2023-02-13
2022-09-30	$473,444,190	2,166,991	-5.2%	Shares	Defined	2022-11-10
2022-06-30	$421,593,616	2,285,308	+3.0%	Shares	Defined	2022-08-12
2022-03-31	$405,181,498	2,217,985	+1.9%	Shares	Defined	2022-05-13
2021-12-31	$348,507,282	2,176,946	+9.4%	Shares	Defined	2022-02-14
2021-09-30	$312,064,011	1,990,712	+7.3%	Shares	Defined	2022-02-14
2021-06-30	$250,432,441	1,855,330	-5.5%	Shares	Defined	2021-08-13
2021-03-31	$279,241,901	1,964,279	+0.0%	Shares	Defined	2021-05-14
2020-12-31	$204,633,259	1,963,474	+15.0%	Shares	Defined	2021-02-08
2020-09-30	$130,899,533	1,707,311	+17.1%	Shares	Defined	2020-11-13
2020-06-30	$114,343,419	1,458,462	-30.9%	Shares	Defined	2020-08-24
2020-03-31	$114,957,302	2,112,021	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.