LPL Financial
TW icon

LPL Financial’s Tradeweb Markets TW Stock Holding History

LPL Financial’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88M Buy
38,936
+8,145
+26% +$884K ﹤0.01% 3038
2026
Q1 		$3.62M Sell
30,791
-446
-1% -$51K ﹤0.01% 2924
2025
Q4 		$3.36M Sell
31,237
-20,549
-40% -$2.21M ﹤0.01% 2900
2025
Q3 		$5.75M Buy
51,786
+7,576
+17% +$974K ﹤0.01% 2343
2025
Q2 		$6.47M Buy
44,210
+4,782
+12% +$667K ﹤0.01% 2097
2025
Q1 		$5.85M Buy
39,428
+11,799
+43% +$1.57M ﹤0.01% 2019
2024
Q4 		$3.62M Buy
27,629
+2,507
+10% +$331K ﹤0.01% 2338
2024
Q3 		$3.11M Buy
25,122
+1,749
+7% +$198K ﹤0.01% 2344
2024
Q2 		$2.48M Buy
23,373
+976
+4% +$103K ﹤0.01% 2417
2024
Q1 		$2.33M Buy
22,397
+7,985
+55% +$803K ﹤0.01% 2414
2023
Q4 		$1.31M Buy
14,412
+2,173
+18% +$194K ﹤0.01% 2808
2023
Q3 		$982K Buy
12,239
+920
+8% +$73.3K ﹤0.01% 2908
2023
Q2 		$775K Sell
11,319
-770
-6% -$54.5K ﹤0.01% 3070
2023
Q1 		$955K Sell
12,089
-3,481
-22% -$252K ﹤0.01% 2793
2022
Q4 		$1.01M Buy
15,570
+2,628
+20% +$154K ﹤0.01% 2640
2022
Q3 		$730K Sell
12,942
-2,070
-14% -$141K ﹤0.01% 2793
2022
Q2 		$1.02M Buy
15,012
+3,066
+26% +$223K ﹤0.01% 2563
2022
Q1 		$1.05M Buy
11,946
+251
+2% +$21.8K ﹤0.01% 2574
2021
Q4 		$1.17M Buy
11,695
+1,380
+13% +$127K ﹤0.01% 2523
2021
Q3 		$833K Buy
10,315
+208
+2% +$17.9K ﹤0.01% 2771
2021
Q2 		$855K Sell
10,107
-315
-3% -$25.7K ﹤0.01% 2701
2021
Q1 		$771K Sell
10,422
-767
-7% -$52.7K ﹤0.01% 2638
2020
Q4 		$699K Sell
11,189
-1,717
-13% -$104K ﹤0.01% 2467
2020
Q3 		$749K Sell
12,906
-985
-7% -$54.2K ﹤0.01% 2157
2020
Q2 		$808K Sell
13,891
-958
-6% -$55.2K ﹤0.01% 2004
2020
Q1 		$624K Buy
14,849
+3,579
+32% +$164K ﹤0.01% 1954
2019
Q4 		$522K Sell
11,270
-94
-0.8% -$4.05K ﹤0.01% 2343
2019
Q3 		$420K Buy
11,364
+3,049
+37% +$135K ﹤0.01% 2408
2019
Q2 		$364K Buy
+8,315
New +$347K ﹤0.01% 2541

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

LPL Financial's TW Position: Q2 2026 in Review

LPL Financial increased its Tradeweb Markets (TW) stake by 26% in Q2 2026, buying an estimated $884K and bringing the position to 38,936 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

LPL Financial first reported a position in TW in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.47M in Q2 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • LPL Financial held 38,936 shares of Tradeweb Markets worth $3.88M as of Q2 2026.
  • LPL Financial bought 8,145 Tradeweb Markets shares in Q2 2026, an estimated $884K.
  • Tradeweb Markets made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3038 holding.
  • LPL Financial first reported a position in Tradeweb Markets in Q2 2019 and has held it in 29 quarters since.
  • LPL Financial's Tradeweb Markets position peaked at $6.47M in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.