GOLDMAN SACHS GROUP INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 886982 NEW YORK, NY

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$477,716,321

+$369,175,054 QoQ

Shares Held

1,695,954

+370.0% QoQ

Ownership

2.15%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#12

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, 2026

GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. LPLA ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	13,906,759	$2,907,068,900
2	SCHW	Schwab Charles Corp	12,649,537	$1,167,172,776
3	HOOD	Robinhood Markets, Inc.	6,579,864	$659,828,759
4	IREN	IREN Ltd	12,518,530	$572,472,376
5	LPLA	LPL Financial Holdings Inc. This page	1,695,954	$477,716,321
6	IBKR	Interactive Brokers Group, Inc.	4,156,847	$361,811,961
7	CRCL	Circle Internet Group, Inc.	2,881,938	$180,495,775
8	FUTU	Futu Holdings Ltd	1,753,961	$164,416,303

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,716,321	1,695,954	+370.0%	Shares	Defined	2026-08-14
2026-03-31	$108,541,267	360,806	+29.1%	Shares	Defined	2026-05-15
2025-12-31	$99,823,656	279,485	-2.1%	Shares	Defined	2026-03-25
2025-09-30	$95,018,258	285,606	+22.3%	Shares	Defined	2025-11-14
2025-06-30	$87,540,118	233,459	+11.6%	Shares	Defined	2025-08-14
2025-03-31	$68,413,478	209,126	+0.5%	Shares	Defined	2025-06-27
2024-12-31	$67,926,159	208,037	-10.3%	Shares	Defined	2025-02-11
2024-09-30	$53,963,179	231,970	-22.1%	Shares	Defined	2024-11-14
2024-06-30	$83,154,032	297,723	-5.8%	Shares	Defined	2024-08-13
2024-03-31	$83,476,630	315,960	-0.4%	Shares	Defined	2024-05-15
2023-12-31	$72,176,934	317,094	-3.5%	Shares	Defined	2024-05-14
2023-09-30	$78,113,177	328,690	+2.3%	Shares	Defined	2024-05-15
2023-06-30	$69,888,306	321,429	-5.0%	Shares	Defined	2024-05-14
2023-03-31	$68,464,430	338,263	-65.4%	Shares	Defined	2024-05-14
2022-12-31	$211,520,614	978,492	+87.8%	Shares	Defined	2024-05-14
2022-09-30	$113,805,356	520,896	+6.2%	Shares	Defined	2024-05-14
2022-06-30	$90,467,884	490,394	+7.2%	Shares	Defined	2024-05-14
2022-03-31	$83,581,213	457,528	+72.1%	Shares	Defined	2022-05-16
2021-12-31	$42,567,448	265,897	+5.3%	Shares	Defined	2022-02-17
2021-09-30	$39,565,282	252,394	-0.7%	Shares	Defined	2022-01-20
2021-06-30	$34,309,351	254,181	-3.3%	Shares	Defined	2021-08-13
2021-03-31	$37,351,401	262,742	-0.3%	Shares	Defined	2021-05-17
2020-12-31	$27,475,726	263,632	-0.7%	Shares	Defined	2021-02-12
2020-09-30	$20,352,203	265,452	-14.9%	Shares	Defined	2020-11-13
2020-06-30	$24,468,404	312,097	-12.4%	Shares	Defined	2020-08-12
2020-03-31	$19,385,461	356,154	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.