Position in MC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,533,510
+$98,820 QoQ
Shares Held
23,441
-6.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#140
of 391 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARBOR CAPITAL ADVISORS, INC. holds $22,008,310 across 10 Capital Markets names. MC ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
96,962 | $7,659,958 | |
| 2 | MS |
Morgan Stanley
|
21,138 | $4,418,687 | |
| 3 | SCHW |
Schwab Charles Corp
|
30,794 | $2,841,362 | |
| 4 | SF |
Stifel Financial Corp
|
32,024 | $2,234,314 | |
| 5 | PIPR |
Piper Sandler Companies
|
23,286 | $1,684,509 | |
| 6 | MC |
Moelis & Co
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|
23,441 | $1,533,510 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,164 | $1,379,879 | |
| 8 | TW |
Tradeweb Markets Inc.
|
1,715 | $170,916 |
All Filings in MC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,533,510 | 23,441 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,434,690 | 25,170 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,255 | 91 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,632 | 93 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,982 | 96 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,377 | 75 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,396,332 | 18,900 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,437,682 | 20,985 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,032,520 | 18,159 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,028,672 | 18,120 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||