MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in HOOD — Robinhood Markets, Inc.

CIK 912938 Boston, MA

Position in HOOD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$315,884,605

+$247,491,884 QoQ

Shares Held

3,150,026

+219.2% QoQ

Ownership

0.350%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#36

of 1,380 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 75% Shared 20% None 5%

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. HOOD ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	9,212,711	$1,925,825,104
2	SCHW	Schwab Charles Corp	13,356,306	$1,232,386,350
3	GS	Goldman Sachs Group Inc	638,391	$645,649,502
4	LPLA	LPL Financial Holdings Inc.	1,458,759	$410,903,232
5	HOOD	Robinhood Markets, Inc. This page	3,150,026	$315,884,605
6	XP	XP Inc.	12,558,750	$204,205,272
7	LCLN	Lincoln International, Inc.	2,097,339	$50,063,481
8	RIOT	Riot Platforms, Inc.	1,373,660	$37,610,810

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,884,605	3,150,026	+219.2%	Shares	Defined	2026-08-03
2026-03-31	$68,392,721	986,908	-53.2%	Shares	Defined	2026-05-14
2025-12-31	$238,756,585	2,111,022	-33.3%	Shares	Sole	2026-01-22
2025-09-30	$453,320,046	3,166,085	-3.2%	Shares	Sole	2025-10-29
2025-06-30	$306,238,915	3,270,735	+48.9%	Shares	Sole	2025-08-08
2025-03-31	$91,431,686	2,196,821	+44.5%	Shares	Sole	2025-05-02
2024-12-31	$56,659,229	1,520,645	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.