Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,201,424
-$25,477,109 QoQ
Shares Held
53,967
-60.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 761 holders
Holding Since
Jun 2024
9 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, 2026JENNISON ASSOCIATES LLC holds $1,653,602,052 across 9 Capital Markets names. LPLA ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,212,589 | $1,226,376,136 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,605,609 | $161,010,470 | |
| 3 | WULF |
Terawulf Inc.
|
4,469,069 | $110,386,003 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
382,195 | $51,263,814 | |
| 5 | MC |
Moelis & Co
|
643,712 | $42,111,638 | |
| 6 | MRX |
Marex Group Ltd
|
604,393 | $36,837,752 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
53,967 | $15,201,424 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
267,303 | $9,932,978 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,201,424 | 53,967 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $40,678,533 | 135,221 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $39,884,102 | 111,667 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $367,605,815 | 1,104,950 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $525,989,166 | 1,402,750 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $313,848,628 | 959,371 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $35,346,666 | 108,256 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $22,064,955 | 94,850 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $18,141,931 | 64,955 | Shares | Defined | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||