BLAIR WILLIAM & CO/IL

Position in LPLA — LPL Financial Holdings Inc.

CIK 902367 CHICAGO, IL

Position in LPLA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,165,251

+$3,173,314 QoQ

Shares Held

17,170

+207.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 99.06814210832849.ToString("F0")% Shared 0.ToString("F0")% None 0.9318578916715201.ToString("F0")%

Financial Services · as of Mar 31, 2026

BLAIR WILLIAM & CO/IL holds $312,571,630 across 16 Capital Markets names. LPLA ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	156,265	$132,198,627
2	SCHW	Schwab Charles Corp	890,345	$83,674,623
3	MIAX	Miami International Holdings, Inc.	665,781	$25,912,196
4	MS	Morgan Stanley	156,160	$25,699,251
5	HOOD	Robinhood Markets, Inc.	174,625	$12,101,512
6	SNEX	StoneX Group Inc.	114,338	$9,221,359
7	EVR	Evercore Inc.	25,157	$7,509,616
8	LPLA	LPL Financial Holdings Inc. This page	17,170	$5,165,251

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,165,251	17,170	+207.9%	Shares	Sole	2026-05-08
2025-12-31	$1,991,937	5,577	+190.2%	Shares	Sole	2026-02-17
2025-09-30	$639,430	1,922	-81.1%	Shares	Sole	2025-11-12
2025-06-30	$3,805,195	10,148	-50.3%	Shares	Sole	2025-07-24
2025-03-31	$6,686,087	20,438	-4.3%	Shares	Sole	2025-05-09
2024-12-31	$6,972,947	21,356	-7.6%	Shares	Sole	2025-02-12
2024-09-30	$5,378,870	23,122	-6.0%	Shares	Sole	2024-11-12
2024-06-30	$6,871,059	24,601	-2.7%	Shares	Sole	2024-08-12
2024-03-31	$6,680,825	25,287	+7.8%	Shares	Sole	2024-05-09
2023-12-31	$5,338,827	23,455	-4.9%	Shares	Sole	2024-02-12
2023-09-30	$5,859,736	24,657	+89.5%	Shares	Sole	2023-11-09
2023-06-30	$2,828,981	13,011	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.