MORGAN STANLEY

Position in LPLA — LPL Financial Holdings Inc.

CIK 895421 NEW YORK, NY

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$242,803,082

-$143,361,853 QoQ

Shares Held

861,982

-32.8% QoQ

Ownership

1.09%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#25

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. LPLA ranks #11 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc.	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

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	$242,803,082	861,982	-32.8%	Shares	Defined	2026-08-13
2026-03-31	$386,164,935	1,283,665	-27.2%	Shares	Defined	2026-05-15
2025-12-31	$629,784,637	1,763,263	+19.2%	Shares	Defined	2026-05-27
2025-09-30	$492,265,084	1,479,651	+7.7%	Shares	Defined	2026-05-27
2025-06-30	$515,207,648	1,373,997	+14.0%	Shares	Defined	2025-08-15
2025-03-31	$394,441,197	1,205,726	+17.3%	Shares	Defined	2025-05-15
2024-12-31	$335,601,992	1,027,846	+18.0%	Shares	Defined	2025-05-15
2024-09-30	$202,585,363	870,848	-40.6%	Shares	Defined	2025-05-14
2024-06-30	$409,735,050	1,467,007	+15.0%	Shares	Defined	2025-05-14
2024-03-31	$337,091,718	1,275,896	+142.9%	Shares	Defined	2024-10-17
2023-12-31	$119,567,187	525,293	+5.0%	Shares	Defined	2024-08-16
2023-09-30	$118,927,658	500,432	-19.1%	Shares	Defined	2023-11-15
2023-06-30	$134,419,352	618,219	-11.5%	Shares	Defined	2023-08-14
2023-03-31	$141,359,798	698,418	+0.6%	Shares	Defined	2023-05-15
2022-12-31	$150,113,845	694,425	+52.8%	Shares	Defined	2023-02-14
2022-09-30	$99,311,827	454,558	+13.2%	Shares	Defined	2022-11-14
2022-06-30	$74,093,436	401,634	+97.7%	Shares	Defined	2022-10-27
2022-03-31	$37,110,342	203,144	+75.5%	Shares	Defined	2022-10-27
2021-12-31	$18,529,614	115,745	+24.9%	Shares	Defined	2022-02-14
2021-09-30	$14,521,772	92,637	-67.1%	Shares	Defined	2021-11-15
2021-06-30	$38,027,372	281,726	+136.1%	Shares	Defined	2021-08-23
2021-03-31	$16,962,670	119,321	-30.1%	Shares	Defined	2021-05-17
2020-12-31	$17,783,474	170,634	+134.5%	Shares	Defined	2021-02-16
2020-09-30	$5,579,888	72,778	+65.5%	Shares	Defined	2020-11-13
2020-06-30	$3,447,796	43,977	-63.4%	Shares	Defined	2020-08-14
2020-03-31	$6,544,063	120,229	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.