Position in MC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$123,647,421
-$19,715,760 QoQ
Shares Held
2,169,253
+4.0% QoQ
Ownership
2.76%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $20,147,121,267 across 70 Capital Markets names. MC ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,114,833 | $6,019,077,569 | |
| 2 | MS |
Morgan Stanley
|
27,702,674 | $4,559,029,059 | |
| 3 | SCHW |
Schwab Charles Corp
|
38,692,266 | $3,636,299,157 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,505,352 | $1,490,320,893 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,443,607 | $700,452,720 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,594,750 | $479,748,641 | |
| 7 | EVR |
Evercore Inc.
|
1,043,338 | $311,446,826 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,119,930 | $249,430,963 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,647,421 | 2,169,253 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $143,363,181 | 2,085,586 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $148,660,977 | 2,084,422 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $127,934,358 | 2,052,862 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $95,052,332 | 1,628,724 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $117,159,051 | 1,585,802 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $108,952,548 | 1,590,316 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $89,817,079 | 1,579,618 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $82,499,867 | 1,453,230 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $79,088,068 | 1,409,016 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $60,481,240 | 1,340,156 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,811,224 | 1,385,338 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $50,223,666 | 1,306,547 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $49,479,573 | 1,289,538 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,477,293 | 1,285,930 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,830,556 | 1,240,929 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $51,026,480 | 1,086,826 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,394,336 | 1,046,142 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $61,885,653 | 1,000,253 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $58,226,687 | 1,023,496 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $48,409,373 | 882,095 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $37,353,758 | 798,840 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $26,164,224 | 744,571 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,402,548 | 783,137 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,204,067 | 719,006 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||