Position in HOOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,507,547
-$5,061,534 QoQ
Shares Held
79,474
-15.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 58.42329661920249.ToString("F0")%
Shared 10.089097816283582.ToString("F0")%
None 31.487605564513927.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. HOOD ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,994 | $277,464,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
169,542 | $143,430,835 | |
| 3 | SCHW |
Schwab Charles Corp
|
805,140 | $75,667,057 | |
| 4 | EVR |
Evercore Inc.
|
43,669 | $13,035,632 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
32,562 | $9,795,625 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
118,302 | $7,934,514 | |
| 7 | HOOD |
Robinhood Markets, Inc.
This page
|
79,474 | $5,507,547 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
33,604 | $4,826,206 |
All Filings in HOOD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,507,547 | 79,474 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,569,081 | 93,449 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $6,887,673 | 48,105 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,029,740 | 43,039 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $1,268,368 | 30,475 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,147,570 | 30,799 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $883,613 | 37,729 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $834,364 | 36,740 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $672,542 | 33,410 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $503,357 | 39,510 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $388,887 | 39,642 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $385,566 | 38,634 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $377,795 | 38,908 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $285,445 | 35,067 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||