BLAIR WILLIAM & CO/IL

Position in LPLA — LPL Financial Holdings Inc.

CIK 902367 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,485,472

-$679,779 QoQ

Shares Held

15,924

-7.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#226

of 761 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

BLAIR WILLIAM & CO/IL holds $363,146,817 across 18 Capital Markets names. LPLA ranks #7 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	147,217	$148,890,857
2	SCHW	Schwab Charles Corp	739,229	$68,208,659
3	MIAX	Miami International Holdings, Inc.	1,769,432	$65,752,093
4	MS	Morgan Stanley	202,578	$42,346,905
5	SNEX	StoneX Group Inc.	179,094	$14,148,426
6	EVR	Evercore Inc.	25,986	$8,872,659
7	LPLA	LPL Financial Holdings Inc. This page	15,924	$4,485,472
8	TW	Tradeweb Markets Inc.	40,590	$4,045,199

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,485,472	15,924	-7.3%	Shares	Sole	2026-08-11
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.