MACKENZIE FINANCIAL CORP
Position in LPLA — LPL Financial Holdings Inc.
CIK 919859
TORONTO ONTARIO, A6
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,865,566
-$116,302 QoQ
Shares Held
6,623
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 761 holders
Holding Since
Mar 2020
22 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, 2026MACKENZIE FINANCIAL CORP holds $654,024,520 across 22 Capital Markets names. LPLA ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
813,651 | $170,085,605 | |
| 2 | GS |
Goldman Sachs Group Inc
|
167,648 | $169,554,157 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,150,522 | $106,158,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
829,288 | $72,181,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450,294 | $45,155,482 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
469,011 | $27,938,985 | |
| 7 | SF |
Stifel Financial Corp
|
355,067 | $24,773,024 | |
| 8 | PIPR |
Piper Sandler Companies
|
204,362 | $14,783,547 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,865,566 | 6,623 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,981,868 | 6,588 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,038,369 | 5,707 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,751,612 | 5,265 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,862,850 | 4,968 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,450,211 | 4,433 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,188,169 | 3,639 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $858,172 | 3,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,987,392 | 10,696 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,752,435 | 10,418 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,370,434 | 10,414 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,281,202 | 9,599 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,825,977 | 8,398 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,746,972 | 13,572 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $852,790 | 3,945 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $921,548 | 4,218 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $788,652 | 4,275 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $270,731 | 1,482 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $1,514,212 | 14,529 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $873,884 | 11,398 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $893,603 | 11,398 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $624,693 | 11,477 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||