Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$544,836,441
-$15,689,869 QoQ
Shares Held
1,934,239
+3.8% QoQ
Ownership
2.46%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 2%
None 68%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. LPLA ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,836,441 | 1,934,239 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $560,526,310 | 1,863,266 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $658,312,527 | 1,843,135 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $608,308,693 | 1,828,455 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $647,635,435 | 1,727,166 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $549,459,436 | 1,679,585 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $545,446,709 | 1,670,536 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $390,142,144 | 1,677,093 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $475,640,079 | 1,702,972 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $451,781,207 | 1,709,997 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $402,372,295 | 1,767,737 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $413,142,880 | 1,738,451 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $372,076,000 | 1,711,245 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $345,810,924 | 1,708,552 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $354,405,743 | 1,639,477 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $356,889,920 | 1,633,513 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $296,980,884 | 1,609,827 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $227,778,942 | 1,246,874 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $196,290,031 | 1,226,123 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $187,830,459 | 1,198,204 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $161,879,489 | 1,199,285 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $146,321,734 | 1,029,275 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $107,971,920 | 1,036,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $78,379,587 | 1,022,298 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $82,473,193 | 1,051,954 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $61,540,517 | 1,130,636 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||