Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,813,280
-$901,440 QoQ
Shares Held
16,000
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $3,110,843,826 across 8 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,441,915 | $2,203,071,171 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,347,125 | $552,208,682 | |
| 3 | GS |
Goldman Sachs Group Inc
|
153,630 | $129,969,443 | |
| 4 | EVR |
Evercore Inc.
|
353,950 | $105,657,614 | |
| 5 | MS |
Morgan Stanley
|
432,388 | $71,158,093 | |
| 6 | TW |
Tradeweb Markets Inc.
|
328,082 | $38,602,128 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
290,700 | $5,363,415 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
16,000 | $4,813,280 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||