Legal & General Group Plc

Position in LPLA — LPL Financial Holdings Inc.

CIK 764068 London, X0

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$79,844,729

-$6,514,236 QoQ

Shares Held

283,459

-1.3% QoQ

Ownership

0.360%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#59

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. LPLA ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,948,308	$1,970,460,261
2	MS	Morgan Stanley	7,494,442	$1,566,638,155
3	SCHW	Schwab Charles Corp	9,403,634	$867,673,308
4	HOOD	Robinhood Markets, Inc.	4,240,596	$425,246,966
5	IBKR	Interactive Brokers Group, Inc.	2,286,593	$199,025,053
6	LPLA	LPL Financial Holdings Inc. This page	283,459	$79,844,729
7	IREN	IREN Ltd	1,321,600	$60,436,767
8	XP	XP Inc.	2,806,911	$45,640,371

All Filings in LPLA

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,844,729	283,459	-1.3%	Shares	Defined	2026-08-14
2026-03-31	$86,358,965	287,069	-22.1%	Shares	Defined	2026-05-08
2025-12-31	$131,546,067	368,301	+9.8%	Shares	Defined	2026-02-09
2025-09-30	$111,573,911	335,369	+2.1%	Shares	Defined	2025-11-13
2025-06-30	$123,200,891	328,562	-4.5%	Shares	Defined	2025-08-12
2025-03-31	$112,562,003	344,079	+12.1%	Shares	Defined	2025-05-15
2024-12-31	$100,211,794	306,918	-9.9%	Shares	Defined	2025-02-13
2024-09-30	$79,216,562	340,526	-0.8%	Shares	Defined	2025-02-28
2024-06-30	$95,889,833	343,322	-3.2%	Shares	Defined	2025-05-29
2024-03-31	$93,678,450	354,574	-1.6%	Shares	Defined	2025-05-29
2023-12-31	$81,987,357	360,194	-7.3%	Shares	Defined	2025-05-29
2023-09-30	$92,334,867	388,533	-2.1%	Shares	Defined	2023-11-14
2023-06-30	$86,332,102	397,057	-2.9%	Shares	Defined	2023-08-14
2023-03-31	$82,772,896	408,957	+22.3%	Shares	Defined	2023-05-15
2022-12-31	$72,267,143	334,307	+9.0%	Shares	Defined	2023-02-14
2022-09-30	$66,983,782	306,590	-0.0%	Shares	Defined	2022-11-14
2022-06-30	$56,570,053	306,646	+257.2%	Shares	Defined	2022-08-22
2022-03-31	$15,681,250	85,840	+2.8%	Shares	Defined	2022-05-16
2021-12-31	$13,370,556	83,519	+10.2%	Shares	Defined	2022-02-14
2021-09-30	$11,881,937	75,797	+3.9%	Shares	Defined	2021-11-15
2021-06-30	$9,843,686	72,927	-12.7%	Shares	Defined	2021-08-12
2021-03-31	$11,869,222	83,492	+22.7%	Shares	Defined	2021-05-17
2020-12-31	$7,088,835	68,018	-21.9%	Shares	Defined	2021-02-12
2020-09-30	$6,679,490	87,120	+0.6%	Shares	Defined	2020-11-13
2020-06-30	$6,787,950	86,581	-1.1%	Shares	Defined	2020-08-14
2020-03-31	$4,766,598	87,573	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.