Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,818,438
+$6,643,291 QoQ
Shares Held
70,358
+60.6% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
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, 2026HSBC HOLDINGS PLC holds $2,076,940,859 across 29 Capital Markets names. LPLA ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
706,737 | $714,772,593 | |
| 2 | MS |
Morgan Stanley
|
3,280,048 | $685,661,226 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,601,248 | $332,287,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,384,997 | $138,887,497 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
891,791 | $77,621,487 | |
| 6 | FUTU |
Futu Holdings Ltd
|
250,627 | $23,493,772 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
70,358 | $19,818,438 | |
| 8 | XP |
XP Inc.
|
1,052,409 | $17,112,167 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,818,438 | 70,358 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,175,147 | 43,796 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $20,862,654 | 58,411 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $33,290,954 | 100,066 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,674,162 | 44,468 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,673,216 | 60,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,355,253 | 111,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,706,453 | 157,789 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,199,117 | 161,830 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,760,927 | 294,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $71,064,327 | 312,206 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $38,308,228 | 161,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,008,404 | 161,010 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,663,012 | 67,505 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,445,977 | 39,071 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,360,204 | 19,957 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,095,204 | 16,778 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,075,061 | 11,359 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,462,503 | 15,382 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,422,596 | 9,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,786,729 | 13,237 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,799,318 | 12,657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,354,501 | 60,972 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $2,537,393 | 33,095 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,166,167 | 65,895 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,382,956 | 25,408 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||