Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$27,424,646
-$2,550,053 QoQ
Shares Held
97,361
-2.3% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#98
of 762 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DANSKE BANK A/S holds $648,055,847 across 17 Capital Markets names. LPLA ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
225,763 | $228,329,924 | |
| 2 | MS |
Morgan Stanley
|
864,011 | $180,612,858 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,617,780 | $149,272,559 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
279,952 | $28,073,586 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
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|
97,361 | $27,424,646 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
162,708 | $14,162,104 | |
| 7 | TW |
Tradeweb Markets Inc.
|
61,944 | $6,173,339 | |
| 8 | IREN |
IREN Ltd
|
134,400 | $6,146,112 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,424,646 | 97,361 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,974,699 | 99,640 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44,408,017 | 124,333 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $43,726,111 | 131,432 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $38,460,297 | 102,569 | Shares | Sole | 2025-12-18 | |
| 2025-03-31 | $42,738,222 | 130,642 | Shares | Sole | 2025-12-18 | |
| 2024-12-31 | $23,920,121 | 73,260 | Shares | Sole | 2026-03-18 | |
| 2024-09-30 | $18,030,220 | 77,506 | Shares | Sole | 2026-03-18 | |
| 2024-06-30 | $23,512,591 | 84,184 | Shares | Sole | 2026-03-18 | |
| 2024-03-31 | $20,521,735 | 77,675 | Shares | Sole | 2026-03-18 | |
| No filing history on record for this holder in this stock. | ||||||