STATE OF WISCONSIN INVESTMENT BOARD
Position in LPLA — LPL Financial Holdings Inc.
CIK 854157
MADISON, WI
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,223,713
-$2,488,295 QoQ
Shares Held
50,496
-9.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#132
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. LPLA ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
50,496 | $14,223,713 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,223,713 | 50,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,712,008 | 55,553 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,711,193 | 43,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,090,351 | 54,376 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,931,620 | 58,489 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,733,991 | 41,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,824,106 | 42,339 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,377,856 | 44,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,206,247 | 43,703 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,886,361 | 41,205 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,890,837 | 39,060 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,820,886 | 41,325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,902,453 | 40,944 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,803,590 | 43,496 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,941,225 | 45,988 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,957,007 | 45,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,348,590 | 56,096 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,172,689 | 72,108 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,550,151 | 9,683 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,564,151 | 9,978 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,283,524 | 9,509 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,415,771 | 9,959 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,053,559 | 10,109 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $806,491 | 10,519 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $809,009 | 10,319 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $594,321 | 10,919 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||