WELLINGTON MANAGEMENT GROUP LLP
Position in LPLA — LPL Financial Holdings Inc.
CIK 902219
Boston, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,933,294
-$20,825,779 QoQ
Shares Held
77,866
-45.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 761 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. LPLA ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,933,294 | 77,866 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,759,073 | 142,137 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,022,600 | 148,452 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,298,267 | 160,204 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,596,109 | 329,616 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $215,452,114 | 658,593 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,195,261 | 150,670 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $52,843,532 | 227,157 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $47,784,598 | 171,087 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,224,956 | 178,747 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $47,590,333 | 209,078 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $66,829,555 | 281,210 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $138,761,432 | 638,189 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $272,924,860 | 1,348,443 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $329,502,091 | 1,524,273 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $529,310,400 | 2,422,695 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $574,747,990 | 3,115,503 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $652,922,978 | 3,574,135 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $532,440,124 | 3,325,880 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $474,749,536 | 3,028,512 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $387,233,049 | 2,868,818 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $547,427,164 | 3,850,782 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $599,467,286 | 5,751,941 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $457,029,101 | 5,960,990 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $229,622,072 | 2,928,853 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||