California Public Employees Retirement System
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 919079
Sacramento, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,247,643
-$12,857,686 QoQ
Shares Held
107,383
-25.1% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#96
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026California Public Employees Retirement System holds $1,781,270,297 across 18 Capital Markets names. LPLA ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
671,723 | $679,360,490 | |
| 2 | MS |
Morgan Stanley
|
2,115,910 | $442,309,826 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,986,999 | $275,610,397 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
992,300 | $99,507,844 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,011,742 | $88,062,023 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
107,383 | $30,247,643 | |
| 7 | IREN |
IREN Ltd
|
587,136 | $26,849,729 | |
| 8 | EVR |
Evercore Inc.
|
73,820 | $25,205,100 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,247,643 | 107,383 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,105,329 | 143,288 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,528,429 | 152,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,069,045 | 159,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $54,606,131 | 145,628 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,917,957 | 137,305 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,034,971 | 140,991 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $33,737,398 | 145,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,264,619 | 147,743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,019,175 | 140,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $32,967,797 | 144,837 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $36,050,554 | 151,696 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $33,226,348 | 152,814 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $33,300,062 | 164,526 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,353,750 | 186,676 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $39,916,951 | 182,703 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $29,122,566 | 157,863 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $30,605,293 | 167,535 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,086,189 | 175,440 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $28,437,988 | 181,411 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,410,188 | 180,843 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,832,035 | 181,711 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,053,595 | 192,416 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $14,043,490 | 183,168 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,990,009 | 178,444 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,236,486 | 188,067 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||