Position in MC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$40,983,000
-$8,441,060 QoQ
Shares Held
719,000
0.0% QoQ
Ownership
0.915%
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, 2026Capital World Investors holds $4,466,976,689 across 10 Capital Markets names. MC ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,002,517 | $2,540,099,356 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
2,312,446 | $695,653,130 | |
| 3 | XP |
XP Inc.
|
19,103,295 | $363,726,736 | |
| 4 | MS |
Morgan Stanley
|
1,616,422 | $266,014,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
2,198,861 | $258,717,985 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,030,920 | $203,283,804 | |
| 7 | PWP |
Perella Weinberg Partners
|
2,602,595 | $47,263,125 | |
| 8 | MC |
Moelis & Co
This page
|
719,000 | $40,983,000 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,983,000 | 719,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $49,424,060 | 719,000 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $51,279,080 | 719,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $44,808,080 | 719,000 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $41,960,840 | 719,000 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $53,119,720 | 719,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $49,258,690 | 719,000 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $40,882,340 | 719,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $40,817,630 | 719,000 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $40,357,470 | 719,000 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $32,448,470 | 719,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,599,460 | 719,000 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $27,638,360 | 719,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,588,030 | 719,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,309,390 | 719,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,292,650 | 719,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,757,050 | 719,000 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $44,944,690 | 719,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,484,530 | 719,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,903,910 | 719,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,458,720 | 719,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,620,440 | 719,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $25,265,660 | 719,000 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $22,404,040 | 719,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,203,900 | 719,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||