Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,506,880
-$306,400 QoQ
Shares Held
16,000
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 762 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, 2026PRIMECAP MANAGEMENT CO/CA/ holds $2,992,324,717 across 9 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
25,120,895 | $2,317,904,981 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,504,905 | $397,771,668 | |
| 3 | EVR |
Evercore Inc.
|
376,150 | $128,432,656 | |
| 4 | MS |
Morgan Stanley
|
431,988 | $90,302,771 | |
| 5 | TW |
Tradeweb Markets Inc.
|
327,862 | $32,674,726 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
910,100 | $12,113,431 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
273,400 | $7,474,756 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
16,000 | $4,506,880 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,506,880 | 16,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,813,280 | 16,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,714,720 | 16,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,323,040 | 16,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,999,520 | 16,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,234,240 | 16,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,224,160 | 16,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,514,567 | 40,900 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $65,467,920 | 234,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $61,928,480 | 234,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,143,000 | 150,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,647,500 | 150,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,614,500 | 150,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $30,360,000 | 150,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,688,812 | 183,600 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $57,525,784 | 263,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,178,560 | 272,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,862,160 | 262,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $30,305,037 | 189,300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $31,979,040 | 204,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,535,920 | 204,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $29,000,640 | 204,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,260,880 | 204,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $15,640,680 | 204,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,523,200 | 198,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,892,350 | 145,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||