MANUFACTURERS LIFE INSURANCE COMPANY, THE
InsurancePosition in LPLA — LPL Financial Holdings Inc.
CIK 928047
TORONTO, A6
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,423,892
-$98,307 QoQ
Shares Held
5,055
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 761 holders
Holding Since
Mar 2021
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, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE holds $875,716,241 across 40 Capital Markets names. LPLA ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
243,871 | $246,643,813 | |
| 2 | MS |
Morgan Stanley
|
1,129,349 | $236,079,114 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,627,988 | $150,214,452 | |
| 4 | EVR |
Evercore Inc.
|
134,065 | $45,775,153 | |
| 5 | MC |
Moelis & Co
|
656,429 | $42,943,585 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
405,596 | $40,673,166 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
225,131 | $19,595,402 | |
| 8 | MRX |
Marex Group Ltd
|
289,033 | $17,616,561 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,892 | 5,055 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,522,199 | 5,060 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,759,062 | 4,925 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,768,580 | 5,316 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $74,416,171 | 198,459 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $77,203,077 | 235,994 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $80,848,447 | 247,614 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $130,133,687 | 559,402 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $216,227,077 | 774,175 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $155,988,964 | 590,420 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,694,396 | 99,703 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,178,031 | 4,957 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $594,671 | 2,735 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $646,263 | 3,193 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $610,464 | 2,824 | Shares | Defined | 2023-08-11 | |
| 2022-09-30 | $686,464 | 3,142 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $652,136 | 3,535 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $618,919 | 3,388 | Shares | Defined | 2023-08-11 | |
| 2021-12-31 | $464,740 | 2,903 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $653,688 | 4,170 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $215,833 | 1,599 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $240,108 | 1,689 | Shares | Defined | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||