NISA INVESTMENT ADVISORS, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 937615
ST. LOUIS, MO
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$319,988
-$41,910 QoQ
Shares Held
1,136
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 761 holders
Holding Since
Dec 2020
23 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, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. LPLA ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,988 | 1,136 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $361,898 | 1,203 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,423,398 | 6,785 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,350,721 | 4,060 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,005,759 | 8,016 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,125,428 | 6,497 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $711,138 | 2,178 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $188,430 | 810 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,759,590 | 6,300 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,119,943 | 4,239 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,207,393 | 14,091 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,555,212 | 10,752 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,246,704 | 10,333 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,364,697 | 16,624 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,324,699 | 24,632 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $235,958 | 1,080 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,204,838 | 6,531 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $412,491 | 2,258 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,897,477 | 43,085 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $14,294,003 | 91,184 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $9,837,612 | 72,882 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,133,635 | 43,146 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $93,798 | 900 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||