LPL Financial
NNI icon

LPL Financial’s Nelnet NNI Stock Holding History

LPL Financial’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.68M Buy
38,017
+2,228
+6% +$289K ﹤0.01% 2898
2026
Q2 		$4.77M Sell
35,789
-1,784
-5% -$236K ﹤0.01% 2848
2026
Q1 		$4.85M Buy
37,573
+4,948
+15% +$650K ﹤0.01% 2643
2025
Q4 		$4.34M Buy
32,625
+606
+2% +$79.3K ﹤0.01% 2658
2025
Q3 		$4.01M Buy
32,019
+1,333
+4% +$167K ﹤0.01% 2664
2025
Q2 		$3.72M Buy
30,686
+1,564
+5% +$175K ﹤0.01% 2555
2025
Q1 		$3.23M Buy
29,122
+2,278
+8% +$255K ﹤0.01% 2507
2024
Q4 		$2.87M Buy
26,844
+2,117
+9% +$234K ﹤0.01% 2527
2024
Q3 		$2.8M Buy
24,727
+1,796
+8% +$197K ﹤0.01% 2424
2024
Q2 		$2.31M Buy
22,931
+4,232
+23% +$421K ﹤0.01% 2472
2024
Q1 		$1.77M Buy
18,699
+1,929
+12% +$170K ﹤0.01% 2629
2023
Q4 		$1.48M Buy
16,770
+1,283
+8% +$111K ﹤0.01% 2689
2023
Q3 		$1.38M Buy
15,487
+1,462
+10% +$138K ﹤0.01% 2625
2023
Q2 		$1.35M Buy
14,025
+1,875
+15% +$178K ﹤0.01% 2609
2023
Q1 		$1.12M Buy
12,150
+417
+4% +$38.6K ﹤0.01% 2672
2022
Q4 		$1.06M Buy
11,733
+1,417
+14% +$129K ﹤0.01% 2586
2022
Q3 		$817K Buy
10,316
+1,687
+20% +$147K ﹤0.01% 2700
2022
Q2 		$736K Buy
8,629
+1,929
+29% +$160K ﹤0.01% 2850
2022
Q1 		$569K Buy
6,700
+107
+2% +$9.21K ﹤0.01% 3089
2021
Q4 		$644K Buy
6,593
+2,820
+75% +$250K ﹤0.01% 3063
2021
Q3 		$299K Buy
3,773
+250
+7% +$19.3K ﹤0.01% 3651
2021
Q2 		$265K Buy
3,523
+130
+4% +$9.8K ﹤0.01% 3682
2021
Q1 		$247K Hold
3,393
– – ﹤0.01% 3612
2020
Q4 		$242K Hold
3,393
– – ﹤0.01% 3377
2020
Q3 		$204K Buy
+3,393
New +$208K ﹤0.01% 3187

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial's NNI Position: Q3 2026 in Review

LPL Financial increased its Nelnet (NNI) stake by 6.2% in Q3 2026, buying an estimated $289K and bringing the position to 38,017 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

LPL Financial first reported a position in NNI in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.85M in Q1 2026. 82 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • LPL Financial held 38,017 shares of Nelnet worth $4.68M as of Q3 2026.
  • LPL Financial bought 2,228 Nelnet shares in Q3 2026, an estimated $289K.
  • Nelnet made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2898 holding.
  • LPL Financial first reported a position in Nelnet in Q3 2020 and has held it in 25 quarters since.
  • LPL Financial's Nelnet position peaked at $4.85M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.