SUMITOMO LIFE INSURANCE CO
InsurancePosition in LPLA — LPL Financial Holdings Inc.
CIK 937760
TOKYO, M0
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$336,325
-$29,785 QoQ
Shares Held
1,194
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#503
of 761 holders
Holding Since
Jun 2021
21 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, 2026SUMITOMO LIFE INSURANCE CO holds $36,001,570 across 7 Capital Markets names. LPLA ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,746 | $25,027,362 | |
| 2 | MS |
Morgan Stanley
|
19,712 | $4,120,596 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
36,310 | $3,160,422 | |
| 4 | TW |
Tradeweb Markets Inc.
|
12,957 | $1,291,294 | |
| 5 | SCHW |
Schwab Charles Corp
|
12,619 | $1,164,355 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,987 | $901,216 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,194 | $336,325 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,325 | 1,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,110 | 1,217 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $420,746 | 1,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,157,761 | 3,480 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,352,141 | 3,606 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,248,366 | 3,816 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,267,511 | 3,882 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $937,964 | 4,032 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,405,890 | 8,614 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,109,108 | 7,983 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,860,565 | 8,174 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,998,398 | 8,409 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,600,502 | 7,361 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,475,293 | 7,289 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,587,552 | 7,344 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,777,771 | 8,137 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,460,897 | 7,919 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,431,297 | 7,835 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,287,123 | 8,040 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $978,339 | 6,241 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $879,529 | 6,516 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||