PRICE T ROWE ASSOCIATES INC /MD/
Position in LPLA — LPL Financial Holdings Inc.
CIK 80255
BALTIMORE, MD
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$152,084,947
+$2,084,191 QoQ
Shares Held
539,921
+8.3% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#36
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $14,987,751,289 across 44 Capital Markets names. LPLA ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,246,850 | $4,023,361,522 | |
| 2 | SCHW |
Schwab Charles Corp
|
43,292,139 | $3,994,565,665 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,616,283 | $2,646,030,137 | |
| 4 | TW |
Tradeweb Markets Inc.
|
16,376,924 | $1,632,124,245 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,554,153 | $556,970,462 | |
| 6 | LAZ |
Lazard, Inc.
|
8,962,415 | $375,883,684 | |
| 7 | SNEX |
StoneX Group Inc.
|
4,677,243 | $369,502,196 | |
| 8 | MRX |
Marex Group Ltd
|
4,923,341 | $300,077,633 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,084,947 | 539,921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $150,000,756 | 498,623 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $103,468,934 | 289,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $90,163,314 | 271,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $110,432,039 | 294,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $91,550,128 | 279,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $85,959,634 | 263,268 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $143,296,590 | 615,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $586,506,537 | 2,099,916 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $627,422,423 | 2,374,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $559,046,328 | 2,456,051 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $623,952,213 | 2,625,509 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $117,366,539 | 539,790 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106,384,880 | 525,617 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $94,114,148 | 435,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,981,885 | 288,273 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,185,019 | 347,924 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $80,801,921 | 442,314 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $77,666,863 | 485,145 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,376,333 | 621,181 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $81,586,636 | 604,435 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,868,007 | 224,170 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,296,514 | 213,937 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $64,892,874 | 846,392 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $63,200,435 | 806,128 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,911,472 | 35,118 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||