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
Q3 		$5.1M Buy
50,567
+11,631
+30% +$1.19M ﹤0.01% 2814
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

LPL Financial's TW Position: Q3 2026 in Review

LPL Financial increased its Tradeweb Markets (TW) stake by 30% in Q3 2026, buying an estimated $1.19M and bringing the position to 50,567 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

LPL Financial first reported a position in TW in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.47M in Q2 2025. 259 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • LPL Financial held 50,567 shares of Tradeweb Markets worth $5.1M as of Q3 2026.
  • LPL Financial bought 11,631 Tradeweb Markets shares in Q3 2026, an estimated $1.19M.
  • Tradeweb Markets made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2814 holding.
  • LPL Financial first reported a position in Tradeweb Markets in Q2 2019 and has held it in 30 quarters since.
  • LPL Financial's Tradeweb Markets position peaked at $6.47M in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

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