Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,272,021
-$14,797,894 QoQ
Shares Held
508,634
-3.2% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
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, 2026NORTHERN TRUST CORP holds $9,804,329,293 across 60 Capital Markets names. LPLA ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,052,734 | $3,087,443,582 | |
| 2 | MS |
Morgan Stanley
|
12,514,426 | $2,616,015,606 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,952,492 | $1,471,936,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,470,972 | $648,909,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,605,708 | $313,840,819 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
508,634 | $143,272,021 | |
| 7 | EVR |
Evercore Inc.
|
353,320 | $120,637,578 | |
| 8 | SF |
Stifel Financial Corp
|
1,534,041 | $107,030,038 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,272,021 | 508,634 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $158,069,915 | 525,446 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $184,106,845 | 515,460 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $177,091,550 | 532,302 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $195,994,941 | 522,695 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $169,249,800 | 517,362 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $160,363,750 | 491,145 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $99,936,450 | 429,594 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $128,076,922 | 458,564 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $118,064,637 | 446,876 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $106,061,358 | 465,958 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $118,445,946 | 498,405 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $101,540,461 | 467,003 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $102,597,976 | 506,907 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $100,189,603 | 463,476 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $98,352,047 | 450,165 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $83,481,256 | 452,522 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $67,595,617 | 370,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $58,892,147 | 367,869 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $61,627,684 | 393,134 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $55,423,326 | 410,604 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $57,085,624 | 401,559 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $40,048,930 | 384,273 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $28,962,320 | 377,753 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $30,818,098 | 393,088 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $23,098,456 | 424,370 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||