NEW YORK STATE COMMON RETIREMENT FUND
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 810265
ALBANY, NY
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,391,420
-$1,737,102 QoQ
Shares Held
40,441
-7.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 761 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, 2026NEW YORK STATE COMMON RETIREMENT FUND holds $1,171,365,122 across 40 Capital Markets names. LPLA ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
344,252 | $348,166,145 | |
| 2 | MS |
Morgan Stanley
|
1,438,355 | $300,673,729 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,660,995 | $153,260,008 | |
| 4 | SF |
Stifel Financial Corp
|
689,303 | $48,092,670 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
388,482 | $38,956,974 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
441,237 | $38,405,268 | |
| 7 | MC |
Moelis & Co
|
524,027 | $34,281,846 | |
| 8 | XP |
XP Inc.
|
1,767,739 | $28,743,436 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,391,420 | 40,441 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,128,522 | 43,641 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,587,255 | 43,641 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,265,412 | 57,908 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,088,732 | 58,908 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $18,733,017 | 57,263 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $13,759,457 | 42,141 | Shares | Sole | 2025-10-08 | |
| 2024-09-30 | $10,384,835 | 44,641 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $14,926,071 | 53,441 | Shares | Sole | 2025-10-08 | |
| 2024-03-31 | $14,185,690 | 53,693 | Shares | Sole | 2025-10-08 | |
| 2023-12-31 | $13,715,470 | 60,256 | Shares | Sole | 2025-10-08 | |
| 2023-09-30 | $17,712,529 | 74,532 | Shares | Sole | 2025-10-08 | |
| 2023-06-30 | $18,704,198 | 86,024 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $17,931,425 | 88,594 | Shares | Sole | 2025-10-08 | |
| 2022-12-31 | $20,032,473 | 92,670 | Shares | Sole | 2025-10-08 | |
| 2022-09-30 | $26,698,474 | 122,201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,649,532 | 122,775 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,460,727 | 101,055 | Shares | Sole | 2022-07-01 | |
| 2021-12-31 | $16,176,934 | 101,049 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $31,091,935 | 198,341 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $24,226,750 | 179,484 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,731,621 | 166,936 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $11,233,144 | 107,783 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,542,578 | 124,463 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,970,747 | 139,933 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $8,093,741 | 148,700 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||