MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in LPLA — LPL Financial Holdings Inc.
CIK 912938
Boston, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,903,232
-$753,116,033 QoQ
Shares Held
1,458,759
-62.3% QoQ
Ownership
1.85%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#14
of 761 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 80%
Shared 17%
None 4%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. LPLA ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,212,711 | $1,925,825,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,356,306 | $1,232,386,350 | |
| 3 | GS |
Goldman Sachs Group Inc
|
638,391 | $645,649,502 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,458,759 | $410,903,232 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,150,026 | $315,884,605 | |
| 6 | XP |
XP Inc.
|
12,558,750 | $204,205,272 | |
| 7 | LCLN |
Lincoln International, Inc.
|
2,097,339 | $50,063,481 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
1,373,660 | $37,610,810 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,903,232 | 1,458,759 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,164,019,265 | 3,869,359 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,328,474,882 | 3,719,447 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,078,698,417 | 3,242,353 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $915,744,982 | 2,442,182 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $495,963,866 | 1,516,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $364,289,815 | 1,115,708 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $165,252,673 | 710,367 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $247,077,156 | 884,630 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $209,935,960 | 794,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $132,790,772 | 583,388 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $135,054,592 | 568,292 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,744,676 | 31,020 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,944,373 | 54,073 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,558,602 | 44,218 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||